WOMEN IN BUSINESS 2025
Ahern, Champion, and Gallant all share one thing in common: their desire to see their clients have solid financial plans to protect themselves and their families. As financial advisors, they regularly create robust financial plans for their clients to help them navigate life’s big and small moments. Both Ahern and Champion are also working towards their Qualified Associate Financial Planner certifications to serve their clients better. But a good financial advisor is only as great as their support team, and that’s where Monica MacInnis, Yvette Gaudet, and Connie Bernard shine. MacInnis, an Investment Associate, works closely with Ahern and Champion, while Gaudet, an Administrative Associate, is Gallant’s key support. “I love working with Sharon and all the other associates and advisors,” Gaudet says. “We all really connect and help each other out.” Bernard and Gaudet each have decades of experience, having worked with credit unions and banks across Canada. As an Investment Associate, Bernard supports Regional Financial Planners Joe MacDonald in PEI and Tryphena MacDonald in Nova Scotia.
◀ (L-R) Sharon Gallant, Krista Ahern, Candace Champion. ▲ (L-R) Connie Bernard, Yvette Gaudet, Monica MacInnis. ▼ Krista Ahern advising a client.
“Be strong and be brave.” That’s excellent advice for any woman blazing trails.
- Sharon Gallant , Regional Financial Advisor
coverage for their clients, and each advisor makes it a key part of their process. Gallant also took an interest in corporate insurance for her clients, many of whom are fishers. “I saw a real gap there, so I ran with it,” she explains of her success with these specialized and often complex insurance cases. Asked about advancing in the financial industry, Gallant simply advises, “Be strong and be brave.” That’s excellent advice for any woman blazing trails. Looking for financial advice? Reach out to the team at CU Financial Management www.cufm.ca/get-started
into a list of credentials, including her life insurance and mutual funds licences. She co-leads the company’s CU Connects team, which concentrates on charitable activities in the communities CU Financial Management serves. She and Gallant also hold seats on the company’s Advisory Council, where four of the seven spots are held by women. CU Financial Management’s values are reflected in each woman as they work towards their clients’ financial security. A good financial plan includes not just retirement planning but also legacy planning. Holistic planning frequently requires life insurance
Newer to the finance industry, MacInnis had
Serving all of Prince Edward Island 888-884-3207 www.cufm.ca
been running her aesthetics business when Champion approached her in 2020, recognizing that her skills would be an excellent fit for the team. She translated her business acumen and drive
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