Credential Financial Strategies Inc.

There are many ways to invest, but only a few are right for your dreams. Credential Financial Strategies Inc. is here to provide you with the best investment services possible.

Our Personal Financial Planner (PFP®) Kerrie Masley-Smith cares about your choice of investments. As salaried employee, she is working in your best interest.

Financial planners have access to the latest market information to assist you in making the most informed investment decisions possible. At Credential Financial Strategies, we share what we know because your future is our focus. We work toward achieving your goals within this philosophy:

  • Working with you to understand your situation more completely.
  • Providing professional advice and a personalized investment strategy designed to achieve your financial objectives.
  • Understanding that an investment portfolio made up of a variety of quality products best positions your portfolio for success.
  • Believe it is our responsibility to make sure you know what’s in your investment portfolio and why it’s there.
  • Working with you over the long term to achieve your goals and dreams.

In addition to wealth management, Credential Financial Strategies has solutions for your savings, insurance, and investment requirements. Contact us today to discuss your needs:

Kerrie Masley-Smith
Personal Financial Planner (PFP®)
Financial Representative/Mutual Investment Funds Specialist
Credential Financial Strategies Inc./Credential Asset Management Inc.

*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. Mutual funds and related financial planning services are offered through Credential Asset Management Inc.

Credential Direct CUDGC