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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.

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.

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