Meet Our Team

Across the Atlantic provinces, we’re ready to help you.

Find your local advisor, or simply connect with us here.

Connect with us

Name

Province

Profession Types

David Guzzo, MBA, CFP®
Chief Executive Officer
CU Financial Management

Danny Whalen, CFP®, CIM, RIS
Director, Wealth Advice
CU Financial Management

David Collins
Manager, Operations & Administration
CU Financial Management

Mike White, CFP®, CCS, RIS
Manager, CU Wealth Essentials / Regional Financial Planner
CU Financial Management
Aviso Wealth

David Mercer
Strategic Partnership Manager
CU Financial Management

Cheryl Young
Manager, Marketing and Communications
CU Financial Management

Julie Renderos
Asst. Manager, Operations and Administration
CU Financial Management
Aviso Wealth

Krista Ahern, RIS
Regional Financial Advisor
CU Financial Management
Aviso Wealth

Connie Bernard
Investment Associate
CU Financial Management
Aviso Wealth

Randy Blackwood, CFP®, PFP, FCSI
Regional Financial Planner
CU Financial Management
Aviso Wealth

Candace Champion, RIS
Regional Financial Advisor
CU Financial Management
Aviso Wealth

Jody Childs
Administrative Associate
CU Financial Management
CU Wealth Essentials

Brandon Croken, CFP®, RIS
Regional Financial Planner
CU Financial Management
Aviso Wealth

Sharon Gallant, RIS
Regional Financial Advisor
CU Financial Management
Aviso Wealth

Yvette Gaudet
Administrative Associate
CU Financial Management

Craig Gunn, CFP®, CHS, RIS
Regional Financial Planner
CU Financial Management
Aviso Wealth

Brett Hatheway, PFA, CCS, RIS
Regional Financial Advisor
CU Financial Management
Aviso Wealth
CU Wealth Essentials

Justin Hebb, PFP, CCS, RIS
Regional Wealth Advisor
CU Financial Management
Aviso Wealth
CU Wealth Essentials

Ronda Hopps
Administrative Associate
CU Financial Management

Scott Kay
Investment Associate
CU Financial Management
Aviso Wealth

Joe MacDonald, CFP®, CIM, RIS
Regional Financial Planner
CU Financial Management
Aviso Wealth

Tryphena MacDonald, CFP®, CEA, RIS
Regional Financial Planner
CU Financial Management
Aviso Wealth

Monica MacInnis
Investment Associate
CU Financial Management
Aviso Wealth

Michelle McNeil, RIS
Regional Financial Advisor
CU Financial Management
Aviso Wealth
CU Wealth Essentials

Kristian Murphy
Regional Financial Advisor
CU Financial Management
Aviso Wealth

Margo Noseworthy
Regional Support Associate
CU Financial Management

David Pearce, RIS
Regional Financial Advisor
CU Financial Management
Aviso Wealth

Jeff Silver, PFP®, MITE, BEd, BComm
Regional Financial Planner
CU Financial Management

Rae Tench, CFP®, RIS
Regional Financial Planner
CU Financial Management
Aviso Wealth

George Weatherbie, CFP®
Regional Financial Planner
CU Financial Management
Aviso Wealth
CU Wealth Essentials