Your money is important to you, and it’s important to us too. That’s why we’ve partnered with Credential, a leader in the area of Wealth Management and the Investment and Insurance provider of choice for Canadian credit unions and their members.
Our Credential advisors provide investors with expert advice and guidance on growing and protecting their money.
Kim and Tara work with our members to:
- Determine future goals and objectives
- Determine investment and wealth management goals
- Gather and anlayze current financial and personal information
- Establish tolerance for risk and market fluctuations
- Provide investment recommendations, portfolios monitoring and rebalancing
- Provide ongoing personal advice
Kim and Tara 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.
Need to get in touch with us?
One of our knowledgable staff members is ready to assist with all your daily banking needs
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