2012 Press Releases

Credential Financial Celebrates 20 Years in Business

by User Not Found | Nov 21, 2012

November 21, 2012 – Vancouver, BC – Credential Financial Inc., a national wealth management services firm, celebrates 20 years of history this month.

In 1992, Credential was formed to enable Canadian credit unions to offer mutual funds to their members. Since then, the Vancouver-based company has expanded to offer a full suite of wealth management advisory services to more than 225 organizations and over 1,300 advisors across Canada.

“In the past 20 years, Credential has made a significant contribution to the Canadian financial services industry. Credential has been particularly instrumental in building wealth management strategies that have empowered growth for credit unions and the members we serve,” said Garth Warner, President and Chief Executive Officer, Servus Credit Union. “As a long term client, we have directly experienced Credential’s commitment to our success with ongoing innovation, expert advice, and outstanding service.”

“We’re very pleased to celebrate this milestone. Our success is attributed to our strong relationships with our clients and the dedication of our employees who consistently live our corporate values of partnership, innovation and community,” said Doce Tomic, President and CEO, Credential. “Looking ahead, we remain committed to working closely with our partners to offer Canadians wealth management solutions for a sustainable financial future.”

Credential will share its anniversary celebrations with the local community through several corporate giving initiatives. Credential and its employees raised over $30,000 for United Way last month, and this holiday season, are supporting the KidSafe Project Society and Directions Youth Services Centre through corporate donations, fundraising, in-kind donations, and volunteering.

To learn more about Credential, watch the Credential story at www.credential.com.

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.

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