Insurance Solutions

With over 65% of Canadians currently under-insured, insurance solutions are a critical component of a comprehensive wealth management offering.

Credential Insurance Services Inc. is ranked among the top five national managing general agencies (MGA) in Canada. We offer a full suite of MGA services and have contracts with the top 10 Canadian insurance companies.

We can help define your distribution and growth strategy, identify supporting tactics and assist through planning, consultation, training, and specialist support.

Managing General Agency

Leverage our efficient business model for contracting, licensing and revenue retention through our National Account arrangement.

Employed Advisor Program

Deliver integrated investment and insurance solutions through licensed financial planners employed by Credential® on your behalf.

Practice Management

Build your business by leveraging our strategic planning support, advisor training services, marketing and sales consultation, and insurance industry experts.

Integrated Technology

Save valuable time and resources with one of the most automated MGAs in Canada.

As a long term client, we have directly experienced Credential’s commitment to our success with ongoing innovation, expert advice, and outstanding
service.

Garth Warner, President and CEOServus Credit Union