Credential Financial Strategies Inc.

Credential Financial Strategies Inc.

If you are looking to keep your family protected from the unexpected, a Credential Financial Strategies Inc. Representative can help you with all aspects of capital needs planning and provide you with quality advice.

 

Credential Financial Strategies Inc. Representatives can:

  • Work with you to assess your needs for debt coverage, income replacement needs, and risk management planning
  • Discuss options for charitable giving and providing inheritances
  • Discuss planning concepts to help shelter income, provide exit strategies for business owners and fund succession plans

Credential Securities
Are you an experienced and savvy saver?  Perhaps you are receiving money from an inheritance, pension or business sale? If so, you may require a larger product suite to diversify your portfolio. An Investment Advisor can provide you with the qualified advice you need.

Investment Advisors can:

  • Work with you to build an investment plan that helps you reach your goals
  • Provide advice and recommendations on investing in mutual funds* from top companies offered through Credential Securities
  • Provide advice and recommendations on stocks*, bonds*, income trusts, and exchange traded funds*

Talk to us
Available through Unity Credit Union, it’s easy to get access to the advice you need to make good decisions about your financial future. You can reach a Credential Financial Strategies representative located at: 120 2nd Avenue East, Unity, SK or by Phone: (866) 366-3161 or (306) 228-3161.

*Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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

Find Branch/ATM

Enter address, postal code or branch name

Everyone Needs Insurance

Everyone Needs Insurance

Get yours today! Contact us for more information!

Aaron Mielke, BAFS, CFP®