Effective February 1st, 2022 some of our Account Packages &  Service Fees will be changing.  Click here to check out the new fees.
Insure your business for the unexpected
Take care of your business with customized insurance built for you.

Insurance offered through Credential Financial Strategies Inc:


Disability Insurance

Our Personal Financial Planner (PFP®) professional at Credential Financial Strategies Inc.* can provide you with the right disability coverage that is specific to you and your individual needs.


Life Insurance

Our Personal Financial Planner (PFP®) professional at Credential Financial Strategies Inc.* can help you find the right combination of insurance that will provide security for you and your loved ones.


Critical Illness Insurance

Our Personal Financial Planner (PFP®) professional at Credential Financial Strategies Inc* can help you find the Critical Illness Insurance coverage that is right for your specific situation and needs.


Group Health Insurance

Your employees are like your second family.  Our Personal Financial Planner (PFP®) professional at Credential Financial Strategies Inc.* can help you give them access to stable health benefits. 

Insurance available through Crossroads Credit Union:

Get a free insurance needs analysis

Discover what your insurance needs may be.


Deposit Insurance

Get peace of mind that your deposits and investments will be fully protected by Canadian Credit Union Deposit Insurance.


Creditor Insurance

Do you know what you’d do if you were unable to make a payment on your business loan or mortgage? Creditor Insurance can help. 

Need help with insurance?

Our Personal Financial Planner (PFP®) professional at Credential Financial Strategies Inc. * will be more than happy to help you discover your insurance needs with a free insurance needs analysis.

*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. 
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