Credential® :: About Us
ABOUT US

Credential — Your wealth management partner
Credential Financial Inc. provides integrated wealth management solutions and services to the Canadian credit union system and independent investment firms.

By dealing with Credential, our partners can offer their clients access to a diverse range of investment and insurance products, as well as investment planning, advice, and sound portfolio management.

 
Member companies & partners
Credential Financial Inc. administers more than $11 billion on behalf of our partners.  We’ve grown to five organizations that were consolidated under a common management group in 2004:

Muturaln Fund Dealer
Managing General Agency Full-Service brokerage
In addition, we work with the following strategic partners to enhance our wealth management line-up:
 
NEI Investments
The CUMIS Group
Concentra Trust