Credential Financial Strategies & Credential Qtrade Securities

About Us

Credential Financial Strategies Inc., in partnership with Aviso Wealth, is a national, integrated financial services company that provides wealth management needs to Canada’s Credit Unions and the communities they serve.

Credential Financial Strategies and Credential Qtrade Securities offer a complete suite of investments, insurance and services including:

• Wealth protection strategies
• Retirement and education saving
• Segregated funds and annuities
• Life, disability, critical illness and income replacement insurance
• Insurance, health and dental plans for small business

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