Insurance Planning

Credential Financial Strategies Inc.

Insurance is an essential part of any financial plan. Our Personal Financial Planner (PFP®) professional at Credential Financial Strategies can help you find the right combination of insurance that will provide security for you and your loved ones.

Choosing the right insurance coverage can be confusing. There are dozens of companies, all with a wide range of products to choose from. Whether you are enhancing your exiting coverage or starting a new policy, our Personal Financial Planner (PFP®) can guide you through that confusion and help you find the right product.

  • Critical Illness insurance
  • Disability insurance
  • Life insurance
  • Long term care insurance
  • Group health and dental insurance

Meet the Team.

Kerrie Masley-Smith
Personal Financial Planner (PFP®)
Financial Representative
Credential Financial Strategies 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.