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.

Credential Financial Strategies Team

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 Jeffrey 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 holding a seat on the Morden & District Chamber of Commerce as well as the board of the Canadian Fossil Discovery Centre.
As 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.

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

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.

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