Credential® :: About Us

ABOUT US

Credential — Your wealth management partner
Credential Financial Inc. provides integrated wealth management solutions and services to the Canadian credit union system and independent investment firms.

By dealing with Credential, our partners can offer their clients access to a diverse range of investment and insurance products, as well as investment planning, advice, and sound portfolio management.


	Member companies & partners

Credential Financial Inc. administers more than $9.0 billion on behalf of our partners. We’ve grown to five organizations that were consolidated under a common management group in 2004:

In addition, we work with the following strategic partners to enhance our wealth management line-up:

	Northwest and Ethical Investments L.P. (NEI) The Ethical Funds Company Northwest Funds
	The CUMIS Group
	Concentra Trust

	Our location

Our staff and representatives number more than 4,000. Some work from our Vancouver, BC head office, while the majority are situated within credit unions and independent investment firms as dedicated registered sales people or insurance professionals.



		Strategy & Mission
		Community Involvement
		Credit Union Partners



			Credential investment products are available near you.