Credential® :: Credit Union Sales Support


	Client Relations support

Our team of highly qualified and experienced professionals staff the toll-free phone lines that support Credential's credit union partners. They are registered in all provinces (except Quebec) so that they can help callers from various provinces.

The Client Relations support team is well-equipped to handle inquiries. They have an in-depth understanding of administrative and systems procedures, financial planning tools, and investment products, and familiarity with both compliance and governmental guidelines.

They field calls regarding Credential Asset Management Inc., Credential Securities Inc., and Ethical Funds^®, helping Credential representatives apply an integrated and holistic approach. This creates a more well-rounded support system, and streamlines the process of seeking assistance.

A state-of-the-art call tracking system and skill-based call routing technology are used to deliver top-quality service.

The Client Relations support team also responds to faxed or emailed inquiries. They will respond within 24 hours.

What we offer representatives:

Sales and Training support

Client Relations support

Online support through knowledgeXchange^®

Marketing support

Compliance support

back to credit union sales and support




	Access to the knowledgeXchange extranet site is available to partner credit unions. Click here to register.



	CLIENT RELATIONS HOURS OF OPERATION For Credential Asset Management or Ethical Funds^® services:Monday to Friday (except statutory holidays), 6:00 a.m. to 5:00 p.m. PT For Credential Securities Inc. Broker Support:Monday to Friday (except statutory holidays), 6:30 a.m. to 5:00 p.m. PT