Why Credential?

Credential expertly builds sustainable wealth business – from investment dealer and correspondent services to online brokerage and insurance solutions – for more than 200 firms across Canada.

By working collaboratively, we develop a strategic roadmap unique to each partner and offer tailored solutions to help grow your business.

Because at Credential, we stand for growth, but not at all costs. Growth at all costs careens unchecked. It lacks integrity, it loses sight of people, and it’s simply not sustainable.

We don’t do business solely for the sake of our own growth. We build business in partnership, together with our clients – collaboratively, consistently, responsively.

Our Story

Discover what makes us different.

Tailored Solutions

Learn about our collaborative approach to wealth management.

Business Building Expertise

Find out why partners seek our advice for growing their business.

Exceptional Service & Support

Review our comprehensive suite of support services.

Partner with Us

Talk to us today to learn more about partnering with Credential.