Business Building Expertise

Building your wealth management business is about enjoying a larger share of wallet, attracting more affluent clients, and increasing multi-generational client retention.

We enable you to gain a competitive advantage by providing you with the latest information, access to specialized wealth experts, and efficiency-building technology.

Leading-Edge Research & Advice

Our Partners in Research & Market Analysis

  • Morningstar Canada
  • Investor Economics
  • High View
  • Corporate Executive Board
  • Central 1
  • Environics

Through strategic relationships with major Canadian research providers, Credential offers industry-leading advice and reputable research, keeping you informed of regulatory changes and industry trends.

Along with regular market commentaries, access best practices articles and reports to further streamline guidance and advice throughout the financial planning process.

Specialist Referral Services

Our goal is to help differentiate our partners from the competition, and position you as the place for wealth in your community.

Through a proprietary service delivery model, you can access Credential and third party specialist resources to support the retail and emerging mass affluent segments:

  • Actuarial services
  • Philanthropic guidance
  • Insurance
  • Financial planning
  • Product specialists
  • Executor and trustee services
  • Sustainable investing

Credential also offers Private Client and Succession & Estate Specialist expertise, catering to the needs of high net worth clients.

Robust Technology Platform

Credential’s Wealth Desktop is a robust technology platform that serves as a single home for client and account data across multiple business lines. Advisors have a comprehensive 360° view of a client’s financials to increase efficiencies and ensure the highest levels of service. Using this tool ensures a consistent client experience, using an extensive discovery process to develop a detailed financial planning roadmap.