BUSINESS SERVICES

Providing wealth management solutions
Credit unions today face stiff competition from larger financial institutions and from non-traditional and online players. To be successful, credit unions must offer comprehensive wealth management solutions that are integrated with their retail strategies and that evolve with the changing needs of their members.

Credential helps make that possible.

How? By facilitating delivery of a strategic wealth management business. By providing back-office administration, client service, and sales, marketing, and compliance support. By offering ongoing training and education to increase the knowledge and expertise of representatives. By incorporating leading-edge technology in all of these services. And by supporting credit unions with a dedicated team of experts focused specifically on their needs.

This is why Credential is the preferred supplier of wealth management products and services to Canadian credit unions.

Learn more about the range of products and services available from Credential Financial Inc., and our member companies:

	Mutual fund dealer services. In addition to being the principal distributor for both Ethical Funds and Credential Select Portfolio Funds, and offering a complete range of third-party mutual funds, Credential Asset Management Inc. Combines proprietary research with a targeted investment solutions strategy.
	Full-service brokerage. Credential Securities Inc. supports professional Investment Advisors, giving credit union members access to expert advice and investment vehicles such as stocks, bonds, and mutual funds.
	Online brokerage services. One of Canada's leading online brokerages, Credential Direct provides members with the convenience of online trading of stocks, options, and mutual funds, as well as telephone access to fixed income investments.
	Insurance services. Through Credential Insurance Services Inc. and Credential Financial Strategies Inc., credit unions are able to offer their members an integrated and comprehensive range of insurance and investment products, as well as professional advice.
	Support and training. Our expert training and education, plus our sales and strategic marketing support, ensure representatives are knowledgeable about our products and the sales process. Combined with our full range of risk management solutions and compliance support, representatives have all the tools they need to provide top-quality service to their members.

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