Monica MacInnis she/her
Investment Associate
When reviewing Monica’s resume, you quickly see that any career can lead to success in the financial industry, given the right attitude and drive. Formerly an esthetician, her entrepreneurial spirit led a CU Financial Management advisor to suggest that her business skills would be ideal for our team. Monica was ready for a new career path and joined the team in 2020.
Fast-forward five years, and she has obtained her Mutual Funds license and became life licensed (Life Insurance). A valued member of our CU FM team, she now supports the PEI team as an Investment Associate and is also our co-leader of the CU Connects committee. She was honoured to be awarded as our 2024 Community Champion for her volunteer work.
Family time is important to Monica, and she keeps busy with her three children and is often found hosting family dinners and BBQs with her husband.
Based out of: Kensington, PE
Causes: Canadian Mental Health Association, Make-a-Wish Foundation, First Tee
Monica works in partnership with Candace Champion and Krista Ahern.