Insurance

Our Certified Financial Planner can help to identify what type of protection fits your needs and incorporate this into a comprehensive financial plan for you and your family. To set up a free, no-obligation appointment with our Certified Financial Planner, please contact: Scott Smith, CFP at 306-228-4515 ext. 231 or email scott.smith@unitycu.ca

Credential Financial Strategies Inc.

Insurance coverage includes but is not limited to Life, Critical Illness, Disability, Dental/Medical and Travel. You can contact the insurance specialist directly at Credential Financial Strategies Inc. for product specific advice. Credential Financial Strategies is an insurance agency that can work with a number of companies to provide products and services that suit your insurance requirements. Credential Financial Strategies Inc.

Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.

Financial planning is offered through Credential Asset Management Inc. and Credential Financial Strategies Inc.

 

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