Create and protect your wealth
That’s why 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 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
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.