2018 Press Releases

New Digital Advice Offering Enters Canadian Marketplace

by Ariana Sairafi | Aug 31, 2017

investWELL is an easy-to-use, automated, digital advice solution for Canadian investors

Vancouver, British Columbia, August 31, 2017 - Credential Financial, a leading Canadian wealth management firm, today announced a new automated digital advice solution for community-minded Canadians. Credential investWELL has an intuitive design and professionally managed portfolios, and is offered in partnership with credit unions across the country to provide a smart and seamless online investing experience.

Credential investWELL provides investors with an engaging digital experience, and gives advisors a new way to efficiently manage the holistic financial needs of their clients' households. As well, investWELL addresses the growing expectations of technology savvy investors who are comfortable managing and growing their money online, and looking for a solution aligned with their community values.

From the outset, we saw our digital advice solution as a way to enhance the wealth management offering of our credit union partners, giving them the right tools to meet the investment needs of members at every stage of their wealth lifecycle," says Kim Thompson, SVP, Advisory Services, Credential Financial. "investWELL empowers clients to take control of their assets in a well-guided and sustainable way, and ultimately reach their financial goals."

Credential investWELL portfolios consist of exchange-traded funds (ETFs), hand-picked by experienced wealth management experts, and automatically rebalanced with the investor’s personal financial goals and risk profile in mind. The digital advice solution provides Canadians with access to a low fee, values-based option for managing their investment portfolio.

Credential investWELL is now in closed beta and will be launching to the public in the coming months.


About Credential Financial Inc.

Credential Financial is a national wealth management firm created by a group of Canadian credit unions 25 years ago to serve the wealth needs of individual credit unions and their communities.

Credential Financial and its member companies (Credential investWELL, Credential Asset Management, Credential Securities, Credential Financial Strategies, Credential Correspondent Partners, Credential Direct, and Credential Insurance Services) provide digital advice services, MFDA and IIROC dealer services, trading and custodian services, online brokerage, and insurance solutions to approximately 200 credit unions and independent financial institutions.

For more information, visit www.credential.com or contact mediarelations@credential.com.

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