2013 Press Releases

Credential Announces New Credential Direct Vice President

by User Not Found | Feb 14, 2013

Jim Lund to head Credential's online brokerage services

February 14, 2013 – Vancouver, BC – Credential Financial Inc.announced today the appointment of Jim Lund as the Vice President of Online Brokerage Services.

“I’m very excited by the opportunity to lead one of Canada’s top-ranked online brokerages,” said Jim Lund, Vice President, Online Brokerage Services, Credential. “For over 10 years, Credential Direct has been delivering exceptional value and service to independent traders, as well as offering a competitive edge to financial institutions. I’m looking forward to deepening our existing relationships and attracting new clients.”

Jim Lund brings over 30 years of experience in financial services management, including online brokerage experience as Vice President of Sales and Distribution at BMO Investorline. He joined Credential three years ago as a Regional Vice President of the Business Consulting team, and subsequently launched the Credential Management Services program to assist partners in optimizing their wealth operations and provide coaching to wealth management leaders.

“I’m thrilled to have a strong leader like Jim, head up our online brokerage offering”, said Kim Thompson, Senior Vice President of Advisory Services, Credential. “He has a demonstrated track record of achieving impressive results, and I’m confident that he has the ability to guide Credential Direct to new levels of success.”

Established in 2000, Credential Direct is an online brokerage delivering access to self-managed equity, mutual funds, bonds, and options trading to all Canadians. Â A division of Credential Securities Inc., it offers a comprehensive partnership service to financial firms looking to expand their wealth management offering to include online brokerage. For more information on Credential Direct, visit www.credentialdirect.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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