Understanding your life realities, priorities and financial needs allows us to specifically design financial strategies just for you.
Financial Planner, Credential Financial Strategies Inc.
Wealth Consultant, Credential Asset Management Inc.
As a Certified Financial Planner, I understand that building long term relationships is the best way to help people realize their financial goals. Through Investment and Insurance planning, we can develop personalized strategies to help you feel prepared and secure about your family’s financial future.
To contact Allan please call (204) 764-6253 ext. 6253 or email firstname.lastname@example.org.
Insurance Representative, Credential Financial Strategies Inc.
Mutual Funds Specialist, Credential Asset Management Inc.
As a Mutual Fund Specialist, I understand there are various stages in a lifetime where you may be focusing on accumulating wealth, planning for your children’s education, or drawing on your life savings. Everyone has a unique financial situation, and together, I believe that we can build a financial plan tailored to your specific goals.
To contact Jennifer please call 1-866-706-5825 ext. 4300 or email email@example.com.
Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. Mutual funds are offered through Credential Asset Management Inc. The Credential Managed Account is distributed by Credential Asses Management Inc. and Credential Securities Inc. Mutual funds and other securities are offered through Credential Securities Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Please read the prospectus before investing. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance maybe not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. ®Credential is a registered mark owned by Credential Financial Inc. and is used under license.