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Credential® :: About Us
ABOUT US

Credential — A Credit Union Partner
Credential Financial Inc. provides integrated wealth management solutions and services to the Canadian credit union system.

By partnering with Credential, credit unions can offer their members access to a diverse range of investment and insurance products, as well as investment planning, advice, and sound portfolio management.

These solutions and services help community-based credit unions compete with larger financial institutions in the marketplace.
 
Member companies & partners
Credential Financial Inc. administers more than $10.8 billion on behalf of our credit union 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:
 
The Ethical Funds Company
The CUMIS Group
Concentra Trust


Our location
Our staff and representatives number more than 4,000. Some work from our Vancouver, BC head office, while the majority are situated within credit unions as dedicated registered sales people or insurance professionals.
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