Credential Financial Services

Credential Financial Services

Credential Financial Strategies provides life insurance products, investment counselling and financial planning to nearly 1 million Canadian credit union members.

Fully employed by Credential Financial Inc., Credential Financial Strategies representatives operate in association with credit union branches – bringing their expertise and advice to the community level.

The Credential Financial Strategies program offers a variety of protection and investment plans that complement the traditional savings programs offered by these credit unions.

Credential Financial Strategies representatives can help members set and achieve their unique financial goals through the right combination of insurance and investment related solutions and services which include:

Money Management
Life Insurance
Retirement Planning
Disability Insurance
Education planning
Business Insurance
Investment planning
Critical Illness Insurance
Estate Planning
Income Replacement Insurance
Segregated Funds
Health and Dental Plans

Annuities


Established in 1994, Credential Financial Strategies Inc. became a wholly owned subsidiary of Credential Insurance Services in January 2004. Credential Insurance Services administers, supports and provides product access to the Credential Financial Strategies program.