
CUFM
CU Financial Management ™ an affiliate of Provincial Credit Union, is a comprehensive program which offers "one-stop" integrated services including:
- Investment Planning
- Personal Insurance
- Retirement Planning
- Estate Planning
Serving members of Provincial Credit Union, we are dedicated to keeping pace with the changing need of our owners at all stages of their lives. That's why we offer the very best financial planning and money management for owners who want to do the most with what they have.
CU Financial Management ™ offers comprehensive insurance products to protect your family, retirement and small business.
- Income Replacement
- Disability Insurance
- Long Term Care Insurance
- Critical Care Insurance
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For further information or for a no cost, no obligation appointment, contact one of our CU Financial Management ™ Financial Advisors to get started.
Krista Ahern | krista.ahern@cufm.ca | 902-888-5530 | Summerside |Tyne Valley | Wellington |
Joe MacDonald | joe.macdonald@cufm.ca | 902-626-3545 | Charlottetown | Souris |
Candace Champion | candace.champion@cufm.ca | 902-836-2454 | Kensington | North Rustico |
George Weatherbie | george.weatherbie@cufm.ca | 902-626-3545 | Charlottetown | Montague | North Rustico | Stratford |
Sharon Gallant | sharon.gallant@cufm.ca | 902-853-6020 | Alberton | O'Leary | Tignish |