Credential Financial Strategies Inc.

Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

Create and protect your wealth

You can plan for the future, but you can’t always predict it. That’s why available through Unity Credit Union, we think it’s important to help you create wealth — and protect it, too.
A well-rounded investment plan should include investments for growth and/or income, plus insurance to safeguard you, your family, or even your business, from the unexpected.  

Make good decisions

When you need help deciding what your best investment and insurance options are, talk to a Credential Financial Strategies Inc. representative. They can evaluate your current financial health, help you establish your financial goals, develop your best strategy to achieve them, and make sure you’re protected if life throws you a curve ball.

A Credential Financial Strategies representative offers you a complete suite of insurance, investments, and services including:

Retirement and education saving Estate and tax planning Life, disability, critical illness and income replacement insurance Segregated funds and annuities Wealth protection strategies Insurance, health, and dental plans for small business

Work with our wealth experts

Credential Financial Strategies is the wealth management arm of the Canadian credit union system that specializes in insurance and integrated investment planning. It’s a company owned by and 100% dedicated to credit unions. CEOs and executives from some of Canada’s top credit unions even serve on its Board of Directors.

Credential Financial Strategies is available through credit unions across Canada — including through Unity Credit Union. That’s why, in true co-operative spirit, it uses a name that represents ALL credit unions — not just ours.  

Talk to us

Available through Unity Credit Union, it’s easy to get access to the advice you need to make good decisions about your financial future. Just talk to a Credential Financial Strategies representative located at 120 – 2nd Avenue East, Unity, SK Ph: 1-866-366-3161 or 306-228-3161.

Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.

© Copyright Unity Credit Union - Saskatchewan, Canada.