Preparing to pass on crucial leadership roles within your business? Planning to transfer your personal wealth to a loved one?
CFP® – Insurance & Investment Advisor
Credential Asset Management Inc.
Credential Financial Strategies Inc.
- 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.