Margo Noseworthy
Regional Support Specialist
Our 2022 Circle of Excellence Community Champion, Margo has worked for years in front of and behind the scenes to support the CU Financial Management team. She spent 19 years with CIBC as a customer service representative, and advanced into administrative and support roles there before joining the Credit Union family as a coordinator in 2017. Further advancing her career, she studied and received her LLQP License in 2019. With CU Financial Management since our inception, she is now our Regional Support Specialist, working with our advisor and management teams. As a behind-the-scenes guru, Margo excels in operations, providing vital support to advisors and their clients. Her people-oriented approach and eagerness to assist make her an invaluable asset to our team. Margo’s dedication and expertise ensure smooth operations and excellent service for all our clients.
A hockey fan, you might just find her cheering in the stands at local games or off for a hike with her camera. Like many Newfoundlanders, she also loves a good card game with family and friends.
Based out of: Mount Pearl, NL
Causes: Margo is deeply passionate about causes related to mental health, poverty, and Alzheimer’s, reflecting her commitment to making a positive impact both professionally and personally.
Financial Planning Tip: Find a Financial Service Partner who is genuinely committed to working with you and takes the time to listen to what your personal values are, explains everything in such a way that you fully understand, making sure that you are a valued client and not just a number.
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