Insurance

Create and protect your wealth

You can plan for the future, but you can’t always predict it. That’s why here at Entegra Credit Union, we think it’s important to help you create wealth — and protect it, too. A well-rounded investment plan should include investments for growth and/or income, plus insurance to safeguard your business, from the unexpected.

Make good decisions

When you need help deciding what your best investment and insurance options are, talk to a Credential Financial Strategies Inc. representative. They can evaluate your current financial health, help you establish your financial goals, develop your best strategy to achieve them, and make sure you’re protected if life throws you a curve ball. A Credential Financial Strategies representative offers you a complete suite of insurance, investments, and services including:

  • Retirement and education saving
  • Estate and tax planning
  • Life, disability, critical illness and income replacement insurance
  • Segregated funds and annuities
  • Wealth protection strategies
  • Insurance, health, and dental plans for small business

Credential Financial Strategies

Work with wealth experts

Credential Financial Strategies is the wealth management arm of the Canadian credit union system that specializes in insurance and integrated investment planning. It’s a company owned by and 100% dedicated to credit unions. CEOs and executives from some of Canada’s top credit unions even serve on its Board of Directors.

Credential Financial Strategies is available through credit unions across Canada — including through Entegra Credit Union. That’s why, in true co-operative spirit, it uses a name that represents ALL credit unions — not just ours.

Talk to us

When you need help investing in your future and protecting your business from the unexpected, talk to a Credential Financial Strategies Representative.

Kevin Tillberg
Insurance Representative
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 Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Credential is a registered mark owned by Aviso Wealth Inc.

     

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