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Credential Financial Strategies Inc.
Credential Financial Strategies Inc. can provide you with the very best financial planning and investment counseling tailored to your specific needs.
Credential Financial Strategies Inc. can help you find the right combination of insurance that will provide security for those that matter most.
Our Personal Financial Planner (PFP®) cares about what is right for you. You'll never be pressured into an option that is not right for you and your situation.
Our Personal Financial Planner (PFP®) knows how to help you make smarter decisions by explaining concepts clearly so you understand why it's the best solution for you.
Full Suite of Products
Providing access to a full suite of wealth service products, Credential Financial Inc. can provide you with the very best financial planning and investment counseling.
Our Personal Financial Planner (PFP®) provides professional advice and personalized solutions designed to achieve your financial goals.
Meet our Personal Financial Planner Kerrie Masley - Smith
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.
There are three areas that should be addressed in everyone’s financial plan:
- Wealth Accumulation
- Wealth Protection
- Wealth Transition
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.
Personal Financial Planner (PFP®) Financial Representative/Mutual Fund Investment Specialist, Credential Financial Strategies Inc./Credential Asset Management Inc.
My family and I have strong ties to this beautiful area. My husband Croy and I were both born and raised in the Sturgis area. We have three children: Brett, Bryker and Bostin. We enjoy giving our children the opportunity to grow up in a farming environment and allowing them to experience the country lifestyle. They are very involved in hockey, baseball and other sports. I look forward to helping clients feel confident in all stages of their financial life, helping them make sense of their finances and giving them a sense of ease from their financial worries.— Kerrie Masley-Smith
*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.