Credential Financial Strategies Inc.

Preparing to pass on crucial leadership roles within your business? Planning to transfer your personal wealth to a loved one? Succession and estate planning is one of the most important and challenging milestones you can face. The CFS Investment and Insurance Advisor at Access Credit Union can help you to develop a well thought-out plan that provides a seamless transition , ensuring your succession goals are met while preserving the financial well-being of your beneficiaries, and maintaining family harmony.

We also specialize in developing a personal strategy to grow and protect your wealth, maximize wealth distributions and minimize taxes.

Learn more about our Credential Financial Strategies team by selecting one of the names below, or book your complimentary consultation appointment today.

Mutual funds and other securities are offered through Credential Securities Inc.  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.

Jeffrey Klassen (MFA), Investment Advisor, Credential Securities Inc. / Credential Financial Strategies Inc. Expand/Collapse

 Serving the region of southern Manitoba, Jeffrey is a fully registered investment advisor and insurance specialist. He began his career in 2004 and is an expert in estate planning, succession planning and retirement planning. His experienced team provides personalized wealth management solutions to a growing list of clients.
 
The strong family values instilled in him during his childhood on a farm in southern Manitoba have helped Jeffery build relationships and understand the issues that resonate with the people he serves. Today he is very active in the community, and is presently leading a chapter of Compassionate Friends of Canada for the Pembina Valley region. His past volunteer activities include sitting on the Morden & District Chamber of Commerce as well as the board of the Canadian Fossil Discovery Centre.

Sheri Oakes, Coordinator, Credential Financial Strategies Inc./Investment Representative, Credential Securities Inc. Expand/Collapse

A registered financial representative, Sheri started her financial services career in 1996. Growing up on a farm in southern Manitoba has given her a deep appreciation for the value of rural lifestyle. Today Sheri is recognized for outstanding client services and going above and beyond to help others with their administrative and financial needs.

 

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Phone

1.800.264.2926 (North America Toll-Free)