Employed Advisor Program

Introducing Credential Financial Strategies Inc.

We understand that one model doesn’t fit all. That’s why we provide you with the flexibility to structure your insurance offering in a way that works for you.

Credential Financial Strategies empowers you to integrate insurance into your business without having to set up an insurance subsidiary. For more than 20 years, our employed advisor program has been enabling firms to deliver a robust insurance offering regardless of their size, infrastructure or experience.

We provide a turnkey offering for all administration, so you can focus on growing your wealth management business.

Human Resources Services
Let us manage the human resources on your behalf. We support your recruitment efforts, structure competitive compensation and benefits packages, and administer payroll services. With those details out of the way, you get to focus on the business.

Compliance Consultation and Services
We provide a full suite of compliance services including advisor screening, Errors and Omissions coverage, complaint handling, and assistance with licensing and registration. We also offer ongoing advisor training and supervision, including anti-money laundering and segregated funds training.

Marketing Support
We equip you with a variety of promotional and educational insurance brochures, web and news article content and concept sheets to help promote your business. This material is fully compliant, with appropriate branding strategies for each set of provincial regulations.

Consolidated Revenue Reports
We offer detailed revenue reports that consolidate compensation from all business lines into one easy to follow report. Insurance revenue from multiple insurance companies is reconciled and reported by product, carrier, advisor, and client location.

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

BlueShore’s partnership with Credential ensures we are able to offer the most competitive products and services to our clients by providing access to the key insurance manufacturers in Canada. Their advisor and client support is specifically designed to meet the high standards of service BlueShore delivers to our clients.

Perry Ceholski, Vice President BlueShore Financial