Earn up to $1000 cashback!
How the program works
Meet with your advisor, transfer in new assets, and be rewarded!
Important Details
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 $25,000.00 or more, rounded to the nearest $100. The maximum bonus payable is $1,000.
- Offer open from August 1 to December 31, 2025.
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 $25,000 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 August 1, 2025 at 9:00 a.m. Atlantic time and no later than December 31, 2024, at 4:00 p.m. Atlantic time.
- New Assets must be received into a Qualifying Account by March 31, 2026, at 4:00 p.m. Atlantic time and remain in the Qualifying Account until June 30, 2026.