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INSURANCE AND FINANCIAL PLANNING FOR YOUR MEMBERS Credential Financial Strategies provides life insurance products, investment counselling and financial planning to Canadians. Fully employed by Credential Financial Inc., Credential Financial Strategies representatives operate in association with our partner's branches - bringing their expertise and advice to the community level. The Credential Financial Strategies program offers a variety of protection and investment plans that complement the traditional savings programs offered by these partners. Credential Financial Strategies representatives can help people set and achieve their unique financial goals through the right combination of insurance and investment related solutions and services which include: |
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Established in 1994, Credential Financial Strategies Inc. became a wholly owned subsidiary of Credential Insurance Services in January 2004. Credential Insurance Services administers, supports and provides product access to the Credential Financial Strategies program. |