Credential Financial Inc. - National wealth management provider founded by the Canadian credit union system.

Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians.

Credential® provides our partners with a full complement of back office administration and in-branch support. We do this with a dedicated team of experts and leading-edge technology focused specifically on the needs of credit unions and their members.

  CREDENTIAL FUNDS
  Credential EnRich Portfolios
  Credential Managed Account
   
  WHAT'S NEW
 
 

August 2010

    Credential Wealth Management training certifies over 165 investment advisors as Wealth Consultants across Canada
   
 

October 2010

    Credential Direct partners with IDC
   
 

July 30, 2010

    Credential to offer donor advised funds through Canada Gives
   
 

June 24, 2010

    Credential Wealth Desktop technology offers Canadian credit unions advanced wealth management platform
   
 
  Credential Securities Inc. The CUMIS Group
  Credential Direct® Concentra Financial
  Credential Insurance Services Inc.
  Credential Financial Strategies Inc.