Meet the Credential team
Kim is a Financial Planner and Wealth Consultant with Credential Financial Strategies. He has 32 years of experience in the financial services industry. Kim holds the Certified Financial Planners designation and offers expertise in the areas of investments and financial planning. Since 2011 Kim has provided these services to the members of Accent Credit Union.
Erin is a Wealth Consultant with Credential Financial Strategies She has 16 years of experience in the Credit Union system, specializing in investment planning. Erin can offer expertise in all areas of investments, including both guaranteed and market based investments.
Erin and Kim strive to meet the needs of members and are happy to meet you whenever and wherever is convenient for you. To set up an appointment, please contact one of our Accent Credit Union branches and we will be happy to refer you.
Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.
®Credential is a registered mark owned by Aviso Wealth Inc. and is used under licence.