Business Support

Empower the growth of your firm

You give your best advice to your clients. We give our best service to you.

  • High touch account management and service
  • Advanced technology solutions
  • Critical business support tools

Dedicated and responsive team
Our centralized client service team and full back office are equipped to resolve issues quickly and effectively. Experienced team members are directly accessible to handle your day-to-day inquiries.

Leverage technology to deliver excellence
We continually seek out opportunities to expand our services and advance our technology to provide the best solutions for your business and your clients.

  • Secure data management and transfer
  • Critical availability and redundancy
  • Feature-rich online service centre
  • Anywhere/Anytime access for your clients

Leading market intelligence
We partner with the best to deliver a range of leading industry research and commentary—Canadian, international and third party.


At Matco, we actively invest in our clients’ future in the form of a well-diversified investment solution. Credential’s expansive trading solutions and operational excellence makes doing business easy.

Jason Vincent, President Matco Financial Inc.


Working in close collaboration with Credential has enabled us to pursue new business growth opportunities. They understand our needs and adapt to our culture instead of trying to change it.

Corey MacEachern, President and UDP Connor, Clark & Lunn Private Capital Ltd. 

Partnership Opportunities Contact Us