Envision Financial

Grateful to be active for something bigger than us and a good reminder of the impact that we can have when we do it together!
- Susan Sidhu, Tru Cooperative Bank team member

Throughout May, 508 team members came together to move with purpose. They showed incredible dedication, collectively achieving an incredible 17,000+ hours of movement as part of Workout to Conquer Cancer. Every step, rep, and stretch was powered by experience, solidarity and shared determination to help conquer cancer.
Our partnership with the BC Cancer Foundation reflects our ongoing commitment to advancing innovative research, improving access to patient care, and driving progress toward the future of cancer treatment. Together we raised $4,670 to support cancer research in BC.
Thanks for everyone who participated and continues to support cancer research.

We’ve recently updated our digital banking experience with new apps, online banking and website—as well as refreshing our brand. During this time, we encourage you to be extra vigilant for potential scams and imposters. Watch out for calls, emails and texts with messages like:

📞 “We noticed an issue — click now!”
📧 “Do you need help logging in? We need your username and password."
💬 “We’re your new support team, enter your information so we can help you.”

Our Envision Financial advisors will never contact you using messages like that—messages that sound urgent, offer unsolicited help, include warnings, or ask for login or account credentials, like passwords and usernames.

We also don’t ask you for a One-Time-Passcode unless verifying a call you’ve started to our Member Advice Centre.

If a call, email or text feels even a little off, don’t engage. Instead, contact us using our published phone number 1-888-597-6083 or visit a branch to verify the message with an advisor.

Today, we’re excited to be launching a new digital banking experience for personal and business members. We hope you’ll love our more intuitive way to take care of your everyday banking with a smoother experience across your desktop computer, laptop, tablet or phone.
If you have a question about using the new online banking or mobile app, our guide and FAQ are ready to support you: https://www.envisionfinancial.ca/digital-upgrade-support-centre

THINGS TO KNOW:
1⃣ There are a few set-up steps for members to take, including downloading our new mobile banking app. Learn more about how to login and set preferences at: https://www.envisionfinancial.ca/digital-upgrade-support-centre.
2⃣ Our brand has a new look. You'll notice an updated logo, along with refreshed colours and fonts. These changes are intentional and part of your new experience.
3⃣ During times of change, scammers may try to appear legitimate by using fake “help” messages or alerts, look-alike websites and our existing or new brand visuals. Use the tips below to protect your information.

PROTECT YOUR MONEY
▪️ Hover over any link that’s not on our website or channels to verify it’s legitimate from us.
▪️ Use our official website (when in doubt, type https://www.envisionfinancial.ca into your browser).
▪️ Contact us using our published channels: 1-888-597-6083, [email protected] (do not share personal information via text or social media).
▪️ Never share a one‑time security code. We won't ask unless verifying a call you've initiated to our Member Advice Centre.
▪️Report any suspicious messages to [email protected] If you suspect you may have clicked on a suspicious link, contact us using our official phone number above.

The new experience is built with industry-leading protections and capabilities that will evolve to support the needs of our members. If you have feedback on the new online banking experience, please share your comments.

Every 16 minutes someone in B.C. is diagnosed with cancer. How can we help?
With the impact of cancers extending far beyond diagnosis, we all know people in our family and friend communities who are affected. That’s why we’re proud to partner with the BC Cancer Foundation through the Workout to Conquer Cancer challenge.
With every step, rep, and stretch, we’re fueling hope for the 1 in 2 British Columbians who will face a cancer diagnosis in their lifetime.
Join us as we move with purpose, bringing hope to patients and their families.
BC Cancer Foundation
Learn more or donate alongside us at: https://workouttoconquercancer.ca/participant/6975/4502

Still deciding between RRSP or TFSA? Join us on April 22, 2026 at 12:00 PDT for a practical webinar to help you make more confident savings decisions.

Register closes soon, sign up today: 172ae4f3-f02a-4c03-8f2e-95e9146d69c4@2aef1c0c-7c03-4f6d-9a89-9e412b9849c7" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/172ae4f3-f02a-4c03-8f2e-95e9146d69c4@2aef1c0c-7c03-4f6d-9a89-9e412b9849c7

Join us in helping Food Mesh understand how Canadians use food at home.

Our colleagues at Love Food Hate Waste Canada are running a short 10-minute survey to learn more about our everyday habits around shopping, cooking, storing food, and using leftovers. Your responses will help to develop better tools, tips, and resources to prevent household food waste.
As a thank you, everyone who completes the survey can enter for a chance to win $1,000 towards groceries from Love Food Hate Waste Canada.

Share your experience and help shape the future of food waste prevention in Canada.
Take the survey: https://lovefoodhatewaste.ca/2026-national-food-study/?utm_source=support_sponsor&utm_medium=envisionfinancial_english&utm_campaign=national_study&utm_id=lfhw+study+2026

Not sure whether to put your money in an RRSP or a TFSA? You’re not alone.

Join us on April 22 at 12:00 PM PDT for a short, practical webinar. Learn how these accounts work together—and where your next savings dollar can have the greatest impact.

Register today to secure your spot:
172ae4f3-f02a-4c03-8f2e-95e9146d69c4@2aef1c0c-7c03-4f6d-9a89-9e412b9849c7" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/172ae4f3-f02a-4c03-8f2e-95e9146d69c4@2aef1c0c-7c03-4f6d-9a89-9e412b9849c7

We’re excited to share that as of today we are officially a federally regulated credit union! This achievement marks a historic milestone in our evolution as a member owned cooperative, combining the local touch of your credit union with the national resources of our collective.

Your everyday experience as an Envision Financial member remains the same. Banking that’s built on community, powered by cooperation, and rooted in your local brand–which is now a division of Tru Cooperative Bank (our new legal name, formerly First West Credit Union).

On this significant day, Launi Skinner, CEO of Tru Cooperative Bank shares: "Canadians shouldn’t have to choose between scale and service, or digital convenience and personalized advice that’s truly in their interest. Becoming federally regulated is about being ready for what our members need next. We can deliver the stability and sophistication Canadians expect from a leading bank, while deepening the personalized advice, local decision‑making and member‑first focus that define our cooperative.”

To learn more about our federal transition, visit: https://www.firstwestcu.ca/becoming-a-federal-credit-union/

Scams seem to be everywhere these days, how many of these red flags are you watching for?

• Unsolicited requests via calls, emails, or messages
• Pressure tactics and urgency
• Too good to be true promises of money, investments, or deals
• Payment requests for wire transfer, gift cards, or cryptocurrency
• Suspicious links or attachments
• Requests for confidential information like bank account details and passwords
• Unfamiliar contact information

One of the best ways to protect your money and information is staying aware of the signs of fraud—and you can trust us to help. Our advisors know how to recognize common scams and will ask you questions that can help protect your money. So, when something out of the norm happens, let's talk.

https://www.envisionfinancial.ca/privacy-security/security