Meet a Financial Advisor



Here to Help You With Insurance and Financial Planning

Kevin joined Credential Financial Strategies Inc. in 2006 bringing with him five years of experience in the financial services industry. Attention to detail, accuracy under pressure, and taking a conservative approach with complex situations and portfolios are hallmarks of his current popularity with clients.

Kevin's passionate about listening to your issues and concerns before prescribing solutions. He'll help you reposition your family's balance sheet to speed up the wealth creation process. And he'll consolidate all your family assets into one balanced program, so you can grow your money with fewer risks along the way.

Why is this important? Because it means you're more likely to spend your golden years watching your grandchildren growing up instead of nervously checking your bank balance or the stock market.

Areas of Specialty:

  • Life insurance
  • Estate planning
  • Retirement planning
  • Business succession planning
  • Small business group benefit plans
  • Inter-generational wealth transfer planning

Why work with Kevin?

Whether you know a lot or little about insurance and financial planning, knowledge and good advice is one thing everyone benefits from. Kevin can help you...

  • Determine your insurance needs
  • Protect you and your family in case of death or disability
  • Minimize your taxes
  • Get more from your investments
  • Make decisions faster, easier and with confidence
  • Make your golden years more comfortable
  • Boost your savings
  • Save for special goals
  • Optimize your estate so that your beneficiaries and/or favourite charity gets more.

Take the Next Step

Call or email for more information or to arrange a personal, confidential interview.

Kevin Tillberg
Mutual Funds Investment Specialist / Insurance Representative
Credential Asset Management Inc. / Credential Financial Strategies Inc
ktillberg@credential.com
Tel: 204.949.7738
Fax: 204.949.5895
1335 Jefferson Avenue  /  540 St. Anne's Road
Winnipeg, MB R2P 1S7 /   Winnipeg, MB R2M 5R7

Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of Credit Unions and their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under license.

 

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