Facts & Information Page:
Credential Financial Strategies - Canada

Canadian Money Advisor Rank

Product Names

Product Name


Credential Financial Online Brokerage Service

Credential Financial Insurance Services

Credential Financial Managed Account

COMPANY CONTACT INFORMATION:

Credential Financial Strategies
716 Main St.
Humboldt , SK S0K 2A0
Website:nlcu.on.ca/credential-financial-strategies

Customer Service Phone: 306-682-5842
Customer Service Fax:
COMPANY INFORMATION AND BIOGRAPHY:

With the present marketplace, it can be tough for smaller, community-based financial services organizations to contend against big nationals and multi-nationals. Our aspiration is to assist our partners put together their wealth management business in order that they can be viable. However, it will still sustain the strong community roots and a firm relationship with their clients.

To compete productively with banks, insurance companies, and investment firms, credit unions and independent investment firms should be able to give a targeted variety of integrated wealth management solutions. They must also have competent professional capabilities in giving knowledgeable recommendation. Aside from that, they employ a sound member-relationship strategy. And lastly, in delivering solutions and services coming from the different channels, it must meet the needs of the members. Credential Financial Strategies can provide each of these components of wealth management.

Every community is composed of individuals with distinct situations and wants. Our partners have customarily stood out in responding to the distinctive circumstances of every client, in a matter that superior financial institutions are not able to do. Having wide range of products that comprise a lot of custom-made solutions, our partners can advocate this tradition by aiming the special needs of certain clients such as high net worth clients or small business owners.

As people progress through life, their wealth management and investment needs change. Their financial services provider should be able to offer them counseling and products that cater these changing needs. Credential Financial is making it achievable for our partners to grant their clients customized selection of product solutions. It can be mutual funds and optional wrap accounts to insurance products that can satisfy every client's varying situation.

Product Name Product Description
Credential Financial Online Brokerage Service Credential Insurance Services Inc. is a full-service managing general agency through which credit unions and independent wealth management institution can grants life insurance, living benefits, segregated funds, and annuities to their clients. It has been established in 2001 and is mutually owned by Credential Securities Inc. and Credential Asset Management Inc.
The benefits of partnership with Credential Insurance Services are having easy insurance application especially for credit unions and their members. Credential Insurance Services minimize the administrative and processing burden for partners, representatives, and assistants. This permits life-licensed insurance representatives to use their time on building member relationships.

As a part of Credential Insurance Services, your firm will appreciate the following benefits such as varieties of insurance products are offered to clients, comprising personal life insurance, disability insurance, critical illness coverage, segregated funds, and annuities. The company grants excellent support services, provided by a team with a remarkable record of insurance management and administration experience. The Back-office is supporting the process of all new business applications and aid in servicing all present and active policies, coordinating contracts, and commission accounting.

Furthermore, Credential Insurance Services has state-of-the-art Web-based insurance administration system. This advised and used by top industry experts. It tracks the development of every pending application and produce comprehensive reports on sales production and revenue. Aside from that, it has instant electronic processing of nearly all segregated funds to guarantee fast and well-organized transaction processing.

Credential Financial Strategies offers life insurance products, investment counseling and financial planning to Canadians. It also put forward variety of protection and investment plans that go together with the traditional savings programs given by these partners. The Credential Financial Strategies representatives can assist people create and attain their distinctive financial goals through the ideal combination of insurance and investment related solutions and services which consist of Money Management, Life Insurance, Retirement planning and a lot more.
Credential Financial Insurance Services Credential Insurance Services Inc. is a full-service managing general agency through which credit unions and independent wealth management institution can grants life insurance, living benefits, segregated funds, and annuities to their clients. It has been established in 2001 and is mutually owned by Credential Securities Inc. and Credential Asset Management Inc.
The benefits of partnership with Credential Insurance Services are having easy insurance application especially for credit unions and their members. Credential Insurance Services minimize the administrative and processing burden for partners, representatives, and assistants. This permits life-licensed insurance representatives to use their time on building member relationships.

As a part of Credential Insurance Services, your firm will appreciate the following benefits such as varieties of insurance products are offered to clients, comprising personal life insurance, disability insurance, critical illness coverage, segregated funds, and annuities. The company grants excellent support services, provided by a team with a remarkable record of insurance management and administration experience. The Back-office is supporting the process of all new business applications and aid in servicing all present and active policies, coordinating contracts, and commission accounting.

Furthermore, Credential Insurance Services has state-of-the-art Web-based insurance administration system. This advised and used by top industry experts. It tracks the development of every pending application and produce comprehensive reports on sales production and revenue. Aside from that, it has instant electronic processing of nearly all segregated funds to guarantee fast and well-organized transaction processing.

Credential Financial Strategies offers life insurance products, investment counseling and financial planning to Canadians. It also put forward variety of protection and investment plans that go together with the traditional savings programs given by these partners. The Credential Financial Strategies representatives can assist people create and attain their distinctive financial goals through the ideal combination of insurance and investment related solutions and services which consist of Money Management, Life Insurance, Retirement planning and a lot more.
Credential Financial Managed Account Wealth can provide you a lot of opportunities. Just like when you entrust to a wealth management where you can earn and protect your money just as essential as you are making it. Whether investing it for your family, charity, endowment or institution, the Credential Managed Account carry out the discipline, risk management, and expert recommendation needed by large, complex portfolios. In a typical wealth management, money is handled by a team of professionals who hold all the details, from buying and selling decisions, to tax strategies, and performance monitoring.

It has world class pension-grade as Investment Managers use their talents to select and supervise the individual securities within every portfolio, with aim on developing and protecting the wealth. Investments are custom-made to present an investor’s risk, return expectations, tax considerations, liquidity needs, special holdings, personal values, and family priorities. Long-term return potential is optimized through continuing performance and style monitoring, and constant portfolio reviews. Fees are transparent, all-inclusive, potentially tax deductible, and tied to account value, not trading activity. Reporting is comprehensive, informative, and transparent with crystal clear fees, rates of return, and detailed holdings. Life is free from time-consuming day-to-day investment decisions.

Investment Managers are chosen for every Credential Managed Account are expert money professionals whose knowledge and views are generally the exclusive privilege of pension funds or the ultra-wealthy. Each manages a collection, or mandate, of securities reflecting their area of expertise. In their judgment, these securities signify opportunities in the markets for growth, capital preservation or tax efficiency. Investment Managers are carefully selected from hundreds of candidates worldwide, and selected for their established track records, reputations, and core competencies. Each is monitored for risk management, style consistency and, most importantly an unwavering commitment to performance.