Preparing to pass on crucial leadership roles within your business? Planning to transfer your personal wealth to a loved one?
Credential Financial Strategies Team
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.
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.