Grow Your Wealth
Earn up to $1000 with our 1% Cashback Reward Offer
Meet with your advisor, transfer in new assets, and be rewarded!
- Offer open to new and existing clients of CU Financial Management
- Transfer in qualifying investments, get 1% cash back, to a maximum of $1000
- Offer valid from April 1, 2026 to May 31, 2026
Additional Bonus Opportunity!
- Start a new Pre‑Authorized Contribution (PAC) and receive a bonus equal to your monthly contribution amount, up to $250.
- Already have a PAC? Increase it and receive a bonus equal to the increase amount, up to $250.
Bonuses are paid by CU Financial Management at the same time as the Cashback Reward Bonus, unless otherwise determined.
Important Details of our “Grow Your Wealth” Offer
Offer
- Cash back will be 1% of assets transferred or deposited.
- Offer will be based on the market value of the Qualifying Investments, provided the Net Qualifying Investments are 1) for existing clients, $25,000.00 or more, rounded to the nearest $100 and 2) for new clients, $50,000.
- The maximum bonus payable per person is $1250.00 ($1000 for qualifying assets, and $250 for the PAC bonus).
- Offer open from April 1, 2026 to May 31, 2026.
Eligibility Criteria
New Assets (registered and non-registered cash, investments, or a combination) must be transferred into a new or existing investment account at Aviso Wealth (the “Qualifying Account”) from an investment firm account outside of CU Financial Management, Aviso Wealth, or Qtrade Direct Investing.
Qualifying Accounts Include:
- (a) Registered Retirement Savings Plans (RRSPs), (b) Spousal RRSPs, © Locked-in RRSPs, (d) Registered Retirement Income Funds (RRIFs), (e) Spousal RRIFs, (f) Life Income Funds (LIFs), (g) Tax-Free Savings Accounts (TFSAs), (h) Non-registered Accounts, (i) Registered Education Savings Plans (RESPs), (j) Registered Disability Savings Plans (RDSPs).
- New contributions to existing RRSPs and TFSAs qualify if transferred from an outside investment firm.
- Qualifying Investments must have a minimum market value of $50,000 per type of Qualifying Account held at Aviso Wealth, as determined by the valuation method set forth herein.
- Non-Qualifying Investments include cash, money market funds, premium savings accounts, GICs, options, personal mortgages, fixed-income securities with a duration of less than six months, shares of CCPCs, units of limited partnerships, or securities that are not listed on a recognized exchange or quoted on a recognized quotation or trade reporting system or other market recognized by CU Financial Management in its sole discretion (collectively, “Non Qualifying Investments”).
Important Dates
- Transfer of New Assets: between April 1, 2026 at 9:00 a.m. ADT and no later than May 31, 2026 at 4:00 p.m. ADT.
- New Assets must be received into a Qualifying Account by July 31, 2026, at 4:00 p.m. ADT and remain in the Qualifying Account until November 30, 2026.