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Departments Categories: Finance

Finance /  • September 21, 2018
Post summer-time blues
The lazy, hazy days of summer can lead to high credit card bills, in part due to Canadians’ love of dining out.

With the summer of 2018 nearing the finish line, it’s time to take stock of what we actually spend our money on during those leisurely days at the beach or cottage, sightseeing, or visiting the grandparents. A survey released this past Jul...

Finance / Marketing /  • August 10, 2018
Capitalizing on content
An ambitious new “Everything Retirement” website targeting baby boomers shows how effective content marketing can be.

We know we should learn more about managing our retirement but we’re wary of marketers and slick salespeople. We need knowledge but we also crave authenticity. These advertising truths form the basis for a content marketing solution aime...

Community Development / Finance /  • July 31, 2017
It’s Canada’s 150TH birthday!
The credit union system was an important part of Canada’s growth as a nation.

[caption id="attachment_4485" align="alignleft" width="300"] Click image to enlarge[/caption] On July 1, Canada celebrates 150 years of confederation. Our nation’s financial sector pre-dates the creation of Canada itself, starting in 1792, when ni...

Education / Finance /  • May 1, 2017
Get Your Freak On
PenFinancial Credit Union members Adam Vassallo and Vincent Atallah instruct students in Ontario about financial literacy in their Don't Freak Out! program.

At 20 years of age, Adam Vassallo and Vincent Atallah, members of Ontario’s PenFinancial Credit Union (21,000 members, $545 million in assets) are more money-savvy than most young adults. As the co-founders of Don’t Freak Out!, they are helping h...

Finance / Governance /  • February 14, 2017
Knowledge is power
Hike the Hill connects credit union representatives with elected officials

Hike the Hill connects credit union representatives with elected officials

Finance /  • October 25, 2016
Will millennials spur growth in responsible investments?
A new survey predicts millennials will spur growth in responsible investments (RI)

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Education / Finance /  • September 7, 2016
The mind field
An American think tank is revolutionizing the credit union industry

Think. Do. Change. The slogan for Madison, Wisconsin's Filene Research Institute is an appropriate one. A think tank and non-profit rolled into one, Filene's 28 employees, contractors, and interns have come together for one singular mission - to m...

Finance / Risk Management /  • August 29, 2016
Risky business
A deep dive on how CUs can manage risk when providing financial services to MSBs

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Banking / Finance /  • March 24, 2016
The throwdown: TFSA vs. RRSP
How well do you know your tax shelter heavy weights?

Do you know the differences and similarities between these two types?

Finance / Human Interest /  • January 28, 2016
B.C. credit union facts + firsts
Some milestones in our first 30 years

A brief history of the first 30 years

Finance / Marketing /  • Jan 2015
Luring the high-net-worth client
How credit unions can compete to reach those with significant assets

It’s the club everyone wants to belong to – and every financial institution is clamouring to serve: the high-net-worth investor.

Finance / Marketing /  • Jan 2014
No second chances at first impressions
Credit unions' focus on service excellence presents opportunities and challenges

Like a hostess with a new dinner guest, you will be tempted to show off the entire menu of financial services – but resist.