CU Financial Management

CU Financial Management

CU Financial Management TM

CU Financial Management ™ an affiliate of Évangéline-Central Credit Union, is a comprehensive program which offers "one-stop" integrated services including:

  • Investment Planning
  • Personal Insurance
  • Retirement Planning
  • Estate Planning

Serving members of Évangéline-Central 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.

 

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Krista Ahern

CU Financial Management ™ 
Financial Advisor
 krista.ahern@cufm.ca 
902-888-5530

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Sharon Gallant

CU Financial Management ™ 
Financial Advisor
sharon.gallant@cufm.ca
902-853-6020

 


 

CU Financial Management Ltd  is wholly owned by Bayview Credit Union Ltd, Community Credit Union of Cumberland Colchester Ltd, East Coast Credit Union Ltd, Valley Credit Union, Consolidate Credit Union Ltd, Tignish Credit Union Ltd, Évangéline-Central Credit Union Ltd., Malpeque Bay Credit Union Limited, Provincial Credit Union Limited, Souris Credit Union Ltd, EasternEdge Credit Union Limited, Leading Edge Credit Union Limited, Community Credit Union Limited, Public Service Credit Union Limited, Reddy Kilowatt Credit Union Limited, and Eagle River Credit Union Limited offering financial planning, life insurance and investments to our members and their communities.

 

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