Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of product...
Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians. Credential provides our partners with a full complement of back office administration and in-branch support. We do this with a dedicated team of experts and leading-edge technology focused specifically on the needs of credit unions and their members. Credential Asset Management Inc. is a mutual fund dealer; our Mutual Funds Investment Specialists work in partner credit unions and independent investment firms across Canada. Credential Securities Inc. is the Canadian credit union system's preferred full-service investment dealer. Credential Direct®, ranked Canada's #1 Independent Online Broker in 2009 allows investors and traders to take a do-it-yourself approach to investing in stocks, bonds, options, mutual funds, and fixed income securities. Credential Insurance Services Inc. is a full-service managing general agency through which credit unions and independent wealth management firms can offer life insurance, living benefits, segregated funds, and annuities to their clients. Credential Financial Strategies provides life insurance products, investment counseling and financial planning to nearly 1 million Canadian credit union members.