Credential Financial Strategies Inc.

Credential Financial Strategies Inc.

Understanding your life realities, priorities and financial needs allows us to specifically design financial strategies just for you.

Services provided:

  • Estate Planning
  • Farm Succession Planning
  • Financial Planning
  • Insurance Planning
  • Investment Planning
  • Segregated Funds
  • Non-Registered Products
  • Registered Plans
    • RESP
    • RRIF
    • RRSP
    • RDSP
      A Registered Disability Savings Plan was created by the federal government in 2008 and is a great way for people with disabilities and a disabling medical condition to become more financially secure. Click here for more details from the Government of Canada.
  • Tax Planning

Credential Financial Strategies Inc.:

 

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Jennifer Seib

Insurance Representative, Credential Financial Strategies Inc.
Mutual Funds Investment Specialist, Credential Asset Management Inc.

As an Insurance Representative, 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 investment plan tailored to your specific goals.

To contact Jennifer please call 1-866-706-5825 ext. 4300 or email jseib@vanguardcu.mb.ca.

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.®Credential is a registered mark owned by Aviso Wealth Inc.

 

 

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Vanguard Credit Union is a full-service financial institution with branches in Binscarth, Birtle, Brandon, Hamiota, Kenton, Miniota, Oak Lake, Oak River, Rossburn, Russell, and St. Lazare.

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