Avery Hatheway they/them
Regional Financial Advisor
CU Financial Management | Aviso Wealth
Avery was drawn to a career in financial services because they knew they could make tangible differences in people’s lives. With expertise in disability planning and retirement transitioning and nearly a decade of experience, as a Regional Financial Advisor, they are an integral part of our CU Wealth Essentials team.
Part of what they love most about their career is helping others better understand the financial industry, enabling them to make informed decisions for their future.
When they’re not working, Avery might be listening to live music, gaming, watching the latest horror movie, or spending time with their family.
Based out of: Fredericton, NB
Cause: LGBTQ+ rights and animal welfare are important to Avery.
Investment Planning Tip: Track your spending regularly. When you know where your money goes, it’s easier to spot areas to cut back and redirect those funds toward your goals. Small changes can really add up!