2014 Press Releases

VantageOne Financial Selects Credential Insurance Services

by User Not Found | Aug 20, 2014

August 20, 2014 – Vancouver, BC – Credential Financial Inc. announced today a strategic partnership to provide Managing General Agency (MGA) services to VantageOne Financial Corp. Through this partnership, VantageOne insurance advisors can now offer members a wide range of insurance solutions.

“Credential Insurance Services is a natural fit with the VantageOne wealth management strategy. Built to support credit unions, Credential understands our business model, our environment, and our member needs. Access to expert Credential insurance consultants for independent, unbiased advice on complex cases was paramount in our decision to choose Credential as our partner,” said Clemence Bedard, Advisory Services Manager, VantageOne Corp. “With Credential, we are confident in our ability to meet the unique and growing insurance needs of our members.”

Credential Insurance Services offers a full suite of MGA services to over 70 credit union partners. Credential partners continue to see insurance revenue growth year over year by leveraging the full breadth of services and support. The Company has 14 carrier contracts, including the top 10 insurance companies in Canada, providing a full range of product choices to meet member needs at every stage of the life cycle.

“We are pleased to partner with VantageOne to help meet the increasingly complex insurance needs of their members,” said Doce Tomic, President and CEO, Credential. “Our consulting service and national account structure, which offers business protection, provide VantageOne with a breadth of services and expertise to build an integrated wealth management offering to better serve their members, and in turn, strengthen their fiscal position.”

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 1,400 advisors. Credential and its member companies (Credential Asset Management, Credential Securities, Credential Correspondent Partners, Credential Direct, and Credential Insurance Services) provide MFDA and IIROC dealer services, trading and custodian services, online brokerage, and insurance solutions to credit unions and independent financial institutions across Canada. For more information, visit www.credential.com.

About VantageOne Financial Corp.
VantageOne Financial Corp. is based in Vernon British Columbia and is a wholly owned subsidiary of VantageOne Credit Union. VantageOne Financial Corp. provides Investment, Insurance and Financial Planning products and services in the Okanagan Region of BC to both members of VantageOne Credit Union and non-members. VantageOne Financial Corp. provides their services through licensed professional planners and advisors with over 50 years combined experience. For more information, visit www.vantageone.net

For more information, please contact:
Lisa Chong, Senior Manager, Strategic Communications
Credential Financial Inc.

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