What Credential Financial Inc. can do for you

Through Credential Financial Services*, our members can access the very best in planning, investment and insurance products and services. These include:

  • financial planning
  • retirement planning
  • estate planning
  • education planning
  • money management services
  • life insurance
  • disability insurance
  • critical illness insurance
  • long term care insurance
  • income replacement insurance
  • business insurance
  • mutual funds
  • segregated funds
  • annuities
  • health plans
  • dental plans

For more information or to book an appointment with one of our Wealth Services specialists, contact us.

*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.