August 13, 2014 – Vancouver, BC – Credential Financial announced today a strategic partnership to provide wealth management services for North Peace Savings & Credit Union in Fort St. John, British Columbia. Through this partnership, comprehensive and scalable mutual fund dealer services are being provided to North Peace Savings & Credit Union through Credential Asset Management.
“North Peace Savings & Credit Union prides itself in being forward thinking and innovative, traits shared with Credential,” said Mitchel Chilcott, CEO of North Peace Savings & Credit Union. “Credential has a deep understanding of our needs and offers flexible products and services that are attractive to the credit union’s demographic and area. With the transition to Credential, members can look forward to a comprehensive product shelf of over 2000 mutual funds, convenient online access to their portfolios, and the option to register for e-statements.”
For more than 20 years, Credential Asset Management has been helping its partners compete effectively in the retail wealth management space by providing them with extensive resources to support advisors in building, delivering and maintaining a consistent and distinct client offering. Credential’s wealth management services model extends beyond the traditional dealer relationship through value-add services such as participation in credit union strategy development and expert insight on industry best practices.
“We’re highly committed to supporting our partners as they build profitable wealth management strategies that will offer their members a differentiated client experience,” said Doce Tomic, President and CEO, Credential. “We’re looking forward to working with North Peace Savings & Credit Union to ensure the needs of their members are not only met, but exceeded.”
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 North Peace Savings & Credit Union For more information, please contact:
North Peace Savings and Credit Union is a full-service financial organization offering retail and business banking, investment and insurance products. Located in Northeast British Columbia, North Peace Savings has proudly served the north for over 65 years. With 12,000 members amongst its four branches, North Peace Savings remains committed to the social and economic well-being within the communities it serves. North Peace Savings is the recipient of the National Credit Union Innovation Award, Canada and runner up for the Innovation Award through the Credit Union Executive Society. For more information, visit www.npscu.ca.
Lisa Chong, Senior Manager, Strategic Communications
Credential Financial Inc.