Financial Planning

Credential Financial Strategies Inc.

Building a nest egg while juggling the rest of your life isn't easy. We can help. Providing access to a full suite of wealth services products, Credential  can provide you with the very best financial planning and investment counseling.

Our Personal Financial Planner (PFP®) professional knows how to help you make smarter investment decisions. They use straightforward language to give you the investment advice you want. Whether you are building a new portfolio or monitoring an existing one, we can provide you with the information you need and give you the advice that brings you one step closer to your dreams.

We offer financial and retirement planning services as well as access to a wide range of investment products including:

  • Over 3,000 mutual funds*
  • Term deposits and GICs
  • Segregated funds**
  • Managed portfolios*
  • Insurance and estate planning**
  • Life Annuities**
  • Disability insurance**

Contact us to take advantage of our knowledge and experience and make your investment decisions easier.  Meet the Team.

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

*Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds, and other securities are insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently and past performance may not be repeated.
**Credential Financial Strategies Inc. offers financial planning, life insurance, and investments to members of credit unions and their communities.