Member Care

Turning financial security into financial reality.  Credential Financial Services is a personal financial planning program designed to help organize financial affairs and plan for the future.

Whether you are just starting out or have considerable assets, a financial plan can help you achieve and maintain financial strength. Consultation with a Certified Financial Planner can help answer your financial questions, review your overall financial situation, determine goals, and develop investment strategies. There is no cost or obligation to meet with a licensed representative. Invest 30 minutes of your time and we will give you a free, personalized financial plan to help you towards financial freedom.

Part of sound financial planning involves timely reviews of your progress. Your Credential Financial Services representative can meet with you on a regular basis. It gives you confidence knowing you're headed in the right direction.

Some of the services offered are:

  • Financial planning
  • Mortgage protection
  • Retirement planning
  • Survivor income needs
  • Income protection
  • Education
  • Investment counselling

Contact one of our branches nearest you to be referred to a Credential Financial Services Representative

Disclaimers:Credential Financial Services is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.

® Credential is a registered mark owned by Credential Financial Inc. and is used under licence.



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