2011 Press Releases

Credential partners with T.E. Wealth to offer customized financial planning

by User Not Found | Jan 20, 2011

January 20, 2011 – Vancouver, BC – Credential is pleased to announce a new partner agreement with T.E. Wealth to offer customized financial plans. This partnership provides another option on Credential’s Specialist Platform for credit union advisors to augment the services they offer to clients with complex financial planning needs. The advantage of this arrangement is that credit union advisors maintain the primary client relationship, and engage the expertise provided by T.E. Wealth on a fee-for-service basis. Advisors then continue to work with their client to implement the customized financial plan.

“This arrangement is essentially another tool in the toolkit for our credit union advisors. By using T.E. Wealth on a referral basis, advisors continue to be the primary wealth expert for their clients, with access to specialized experts as needed,” says Kim Thompson, Senior Vice President, Advisory Services at Credential. She adds that, “with credit union advisors across the country, it’s particularly beneficial that T.E. Wealth has a national network of financial experts.”

Credential selected T.E. Wealth as a specialist partner because of their extensive experience providing individuals with truly objective financial advice.

T.E. Wealth has been providing comprehensive financial guidance and custom-tailored advice for clients from coast to coast for nearly 40 years. Kostas Andrikopoulos, President and CEO at T.E. Wealth, notes he is “pleased to be partnering with Credential in their endeavor to provide a higher level of financial planning to their clients through our objective, fee-based approach.”

Credential provides access to a full range of specialized wealth management advisors, including actuarial services, estate planning, insurance, pension and trust services, tax, legal and accounting services.

About Credential Financial Inc.
Credential Financial is a national wealth management firm, with over 20 years of experience in the Canadian financial services industry, offering a full suite of products and services to over 225 organizations and more than 1,300 advisors. Credential and its member companies (Credential Asset Management, Credential Securities, Credential Direct, and Credential Insurance Services) provide MFDA and IIROC dealer services, online brokerage, and insurance solutions to credit unions and independent financial institutions across Canada. For more information, visit www.credential.com.

For more information, please contact:
Armita Seyedalikhani, Manager, Strategic Communications
Credential Financial Inc.

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