CREDENTIAL FINANCIAL STRATEGIES
Whether it’s investing, capital preservation, estate planning, saving or insurance, credit union members can meet their wealth management needs through Credential Financial Strategies.
Not every credit union member wants to invest in the stock market. Not every member wants a life insurance policy to offset capital gains tax. Despite these obvious differences in financial strategy, there’s one common thread – Credential Financial Strategies.
A member-focused strategy that accounts for the separate and distinct financial needs of each member, Credential Financial Strategies offers credit union members across Canada the opportunity to obtain personal financial planning and analysis from qualified and experienced professionals without cost or obligation.
Credential Financial Strategies is a dynamic part of the co-operative system. Operating from across Canada and serving both the credit union and caisse populaire markets, the Credential Financial Strategies program delivers the full spectrum of wealth management services, from estate planning and insurance to education funding and retirement planning. Today, over 1.4 million members have access to the Credential program nationally.
The Credential Financial Strategies program offers a variety of protection and investment plans that complement traditional savings programs. Together, they can provide a total package to help today’s credit union member realize their financial objectives, whether it involves saving for a first home, providing a university education for a child, or building a nest egg for a comfortable retirement.
Dedicated career professionals have been carefully selected and trained to serve credit union members, representatives of the Credential program take a personalized approach to each credit union member starting with a review of the member’s total financial situation.
From a licensed professional and at no cost to you, this review provides you with the opportunity to:
- Examine your financial position.
- Manage risk through insurance and investment allocation.
- Identify personal financial goals.
- Choose healthy investment and savings plans.
- Build funds for higher education.
- Diversify investments.
- Identify risk tolerance.
- Discuss tax considerations.
- Identify insurance needs.
- Exercise the best investment options.
- Determine retirement options.
- Partake in professional annual review of your financial situation.
Benefit from recommendations made by a qualified Credential representative who offers expert advice on insurance and investment services and products.
Based on the review results, the Credential representative then recommends an approach that is customized to the individual needs of the member and educates them about all the available options. Through the Credential program, members can also access all the insurance and investment products required to execute their financial plan.
It takes time, knowledge and experience to plan for a secure financial future. Take advantage of the wealth management products and services available through the Credential program to help you achieve your personal financial goals and make your dreams of financial security a reality.
Ask about Credential Financial Strategies at any branch of Cornerstone Credit Union today, e-mail Credential or call 783-1545 for more information.
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Lori Thomson |
Derrick Larsen Investment Advisor Credential Financial Strategies 306.783.1545 |
Shelley Beaudette |
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 licence. 05/05
