Credential Financial Strategies

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

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
Retirement Planning
Education Planning
Investment Planning
Estate Planning
Life Insurance
Disability Insurance
Business Insurance
Critical Illness Insurance
Income Replacement Insurance
Health & Dental Plans
Segregated Funds
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.

Credential Financial Strategies Inc. is a member company under Credential Financial Inc. offering financial planning, life insurance and investments to members of credit unions and their communalities. ®Credential is a registered mark owned by Credential Financial Inc. and is sued under licence.

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