July 29
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SmartSAVER: Coming Soon to OMISTA
SmartSAVER is a non-profit organization dedicated to ensuring families are aware of RESP matching options through the Canada Learning Bond (CLB) and the Canada Education Savings Grant (CESG) and making the process of applying for these programs easier through an online application portal.
The online portal will allow parents and guardians to begin the application process for the CLB and the CESG and complete the process at their credit union branch when they come in to open an RESP. To learn more about these programs and eligibility rules while awaiting the SmartSAVER launch visit the CLB website and the CESG website.
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June
03
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Congratulations Ozzie MacKay
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Ozzie MacKay of ACHIEVE Financial has earned membership with the prestigious Million Dollar Round Table (MDRT) for the 17th consecutive year and is a qualifier for Court of the Table. His membership places him amoung the world's best life insurance and financial service professionals. These members demonstrate superior product knowledge and exceptional client service. When doing business with Ozzie, he will ensure your peace of mind.
Congratulations, Ozzie!
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June
03
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Congratulations Dave Gorman
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Dave Gorman of Dave Gorman Financial Strategies, in Fredericton, NB, has been a member of the Million Dollar Round Table (MDRT) for 13 years and is a qualifier for Court of the Table for the fifth consecutive year. Achieving this status recognizes him as a top professional in the global life insurance and financial service industry. This membership acknowledges Dave for offering outstanding product knowledge and client service, as well as performing his duties with high ethical conduct.
Congratulations, Dave!
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May
24
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Your Two Cents is here!
Atlantic Credit Unions have partnered with Jonathan Torrens and his team in a digital series to talk about money.
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May 07
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Join us in wishing a fond farewell to Brenda Upham
Open House, Friday, May 24 10am - 3pm
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May
02
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Watch the recorded version of OMISTA's Live Stream AGM
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Apr
01
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OMISTA's Annual General Meeting takes place Tuesday, April 16 at 6pm
Join us at Legends Restaurant at the Moncton Coliseum (Rear Entrance C). Registration and light meal at 5:30pm.
New this year, you may join us remotely by live stream. Register by clicking on the image above.
Evening will include 2018 financial results, business operation update, election of Board candidates, and proposed amendments to by-laws.
Free motor coach from Fredericton. Contact your branch to reserve your seat
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