About Us

20 years ago, Canadian credit unions came together cooperatively to build an innovative wealth management offering to serve individual credit unions and their communities. Today, Credential Financial is a national wealth management firm providing MFDA and IIROC dealer services, online brokerage, insurance solutions, and correspondent services to over 200 firms across Canada.

We are 100% Canadian-owned — 50% by The CUMIS Group Ltd., and 50% by Provincial Credit Union Centrals — with strong support and financial backing.

For credit unions, associations and independent investment firms, partnering with Credential means working with a company committed to their success. And for our people, working with Credential means belonging to a community dedicated to their growth.

To learn more about us, watch The Credential Story.

Mission, Vision, Values

Discover how we do business, what matters to us, and what we envision for the future.


Find out the latest about Credential, including our most recent press releases and media coverage.


Meet the experts that lead Credential toward our vision of sustainable financial strength for all Canadians.

In the Community

Learn how we support communities across Canada through corporate giving, community involvement and volunteering.


Join the Credential family! We offer strong values, a unique culture, outstanding rewards and plenty of opportunities for career growth.

Contact Us

Connect with our Partner & Client Care team, or get in touch about partnership opportunities.


The Credential blog offers insight and inspiration to empower our partners, their people, and ours through wealth management leadership and advice.