Access Credit Union - 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 Credential Financial Strategies Investment and Insurance Advisor servicing the members of Access Credit Union can help you to develop a well thought-out plan that provides a seamless transition. This will help ensure 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.

Call 1.800.264.2926 to book your no-obligation consultation appointment today.

Jeffrey Klassen

MFA – Insurance & Investment Advisor

Credential Securities

Credential Financial Strategies Inc.

Sheri Oakes

Coordinator, Credential Financial Strategies Inc.

Investment Representative, Credential Securities

Firdows Sherzoi

CFP® – Insurance & Investment Advisor

Credential Asset Management Inc.

Credential Financial Strategies Inc.

Jeffrey has been serving Southern Manitoba as a fully registered investment advisor and insurance specialist since 2004. Jeffrey and his experienced team provides personalized wealth management solutions to a growing list of clients, specializing in estate planning, succession planning and retirement planning.

His strong family values, instilled during his childhood on the family farm, have provided him with the unique ability to understand the challenges that may impact his members, while finding the tailored solution to help them achieve their financial goals.

Areas of expertise: Retirement Planning, Estate Planning, Succession Planning
Credentials: MFA™ – Master Financial Advisor | IIROC
Spoken Languages: English

>> IIROC AdvisorReport

Sheri has been serving Southern Manitoba as an investment representative for more than 25 years. Sheri’s deep appreciation for rural living, instilled in her as a child growing up on her family farm, helps her better understand her clients unique needs, desires, and long-term goals.

Sheri is best known for her outstanding client service and consistently going above-and-beyond to help others with their administrative and financial needs.

Spoken Languages: English

>> IIROC AdvisorReport

As a Certified Financial Planner, Firdows provides in-depth financial planning and advice tailored to the needs and goals of each individual member and their families, while ensuring they are receiving the highest-level customer service.

Firdows builds on establishing trusted relationships with his members. His goals are to see their goals met by providing the right advice and implementing a plan which will get them ahead.

Areas of expertise: Retirement Planning, Tax Planning, Investment Planning, Insurance and Estate Planning
Credentials: Certified Financial Planner (CFP™)
Spoken languages: English, Persian

Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

Mutual funds are offered through Credential Asset Management Inc.

Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

Credential Financial Strategies Inc.