Credential Financial Strategies Inc.

Comprehensive insurance solutions are available to members through our partner, Credential Financial Strategies Inc. Why is insurance so vital? It can protect your assets, shelter your investments, preserve your capital and ensure you leave a legacy for your heirs. Just as importantly, insurance can maintain your standard of living in the event of an accident, sickness, disability or death.

In addition to insurance products, Credential Financial Strategies offers investment solutions for additional capital protection, guaranteed income including annuities, segregated funds, or guaranteed minimum withdrawal plans through Canada's leading insurance carriers. When it comes to protecting your hard-earned dollars and ensuring your family is looked after, a conversation with our insurance experts is a great place to start.

 

CUMIS Group Retirement Plan members can access their information here.

Credential Financial Strategies Team

Elan Kidd

Insurance Representative,
Credential Financial Strategies Inc.

Coralei Brown

Coordinator,
Credential Financial Strategies Inc.


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

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