Our Wealth Management Team
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 six financial planners 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.