Our Team

Credential Financial Strategies Inc.

Kerrie Masley-Smith
Personal Financial Planner (PFP®)
Financial Representative/Mutual Fund Investment Specialist
Credential Financial Strategies Inc./Credential Asset Management Inc.
306.563.4398
www.credential.com


As a Personal Financial Planner (PFP®), Kerrie works closely with her clients to help them identify their financial goals, and achieve those goals by integrating strategies around investments, wealth protection and estate planning. It is her personal and individualized approach that helps her assist families and business owners make sense of their investments and feel confident that they are prepared through all life stages; whether it is saving for a new home, their children's education, retirement, creating a lifetime income stream, selling a business or transitioning the farm to the next generation.

Kerrie received her Commerce Degree with a major in Finance from the University of Saskatchewan and holds her Canadian Securities Course and Financial Planning Designation. Kerrie previously worked for RBC for over 16 years in various communities.

"My family and I have strong ties to this beautiful area. My husband Croy and I were both born and raised in Sturgis area and have considered moving back "home" for quite a while. We have three children: Brett, Bryker and Bostin. We look forward to giving our children the opportunity to grow up in a farming environment. They are very involved in hockey, baseball and other sports."

I look forward to helping clients of all stages of life make sense of their finances, help them have an individualized plan, grow their wealth and feel secure in protecting that wealth.

Darcy Griffith
Sales Coordinator for Credential Financial Strategies in Canora since 2016



*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.

CUDGC