Our Wealth Management Team

Access Credit Union has partnered with Credential Financial to provide financial planning services to our members across Southern Manitoba

With over 20 years in the Canadian financial services industry, Credential Financial is a national wealth management firm providing MFDA and IIROC dealer services, online brokerage, and insurance solutions to over 225 organizations and more than 1,300 advisors.

In addition to a great foundational partner, we have a well seasoned team of wealth management experts across our service area that work hard to understand your needs, providing professional financial advice and products that will help you meet your financial goals. They examine and explore all your needs and can help you with budgeting and saving; tax strategies, investment, insurance, retirement and estate planning. While they may work with you on a single financial issue, it is always within the context of your overall situation.

To learn more about our in-branch wealth management team click here.
To learn more about our Credential Financial Strategies Inc. team click here.

On-line brokerage is offered through Credential Direct, a division of Credential Securities Inc., operating as a separate business unit.  Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

 

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Phone

1.800.264.2926 (North America Toll-Free)