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

 

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