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Krista Ahern

Regional Wealth Advisor at Cu Financial Management

Based in Summerside, Canada

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Seniority

Director

Department

Other

Location

Summerside

Industry

Financial Services

Company size

Contact information

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k•••••••@cufm.ca

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Background

About Krista Ahern

As a Regional Wealth Advisor with CU Financial Management/ Credential Asset Management Inc, I work closely with clients to help them achieve their financial success. I take a holistic approach to goal based planning and assist in many areas including retirement, investment, insurance, education and estate planning. I am mutual fund and life licensed and work with a wide range of clients.I am a CU Financial Management Representative. 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, Consolidated Credit Union Ltd, Provincial Credit Union Ltd, Souris Credit Union Ltd, Eastern Edge Credit Union Ltd, Atlantic Edge Credit Union Ltd, Community Credit Union Ltd, Public Service Credit Union Ltd, Reddy Kilowatt Credit Union Ltd and Credit Union Atlantic Ltd.

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