Financial Planning

We're here to help answer all your questions.

When you need the advice of a seasoned financial specialist, count on Credential Financial Strategies at your credit union. Credential Financial Strategies offers financial planning, life insurance and investments to members of credit unions and their communities.  Together, we offer you a comprehensive suite of financial services and solutions designed specifically for your situation. These include:

  • Deposit products
  • RRSPs
  • RRIFs
  • RESPs
  • Investments
  • Insurance
  • Mutual Funds*
  • Online brokerage*

Contact your nearest branch location to talk about your current situation. No obligations, no sales tactics. Just honest financial advice to help you reach your financial goals.

*Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.