Credential Financial Strategies Inc.

Turning financial security into financial reality.  Credential Financial Strategies Inc. is a personal investment planning program designed to help organize financial affairs and plan for the future.

Whether you are just starting out or have considerable assets, a investment plan can help you achieve and maintain financial strength. Consultation with a Credential Financial Strategies Representative can help answer your financial questions, review your overall financial situation, determine goals, and develop investment strategies. There is no cost or obligation to meet with a licensed representative. Invest 30 minutes of your time and we will give you a free, personalized investment plan to help you towards financial freedom.

Part of sound investment planning involves timely reviews of your progress. Your Credential Financial Strategies Inc. Representative can meet with you on a regular basis. It gives you confidence knowing you're headed in the right direction.

Some of the services offered are:

  • Investment planning
  • Mortgage protection
  • Retirement planning
  • Survivor income needs
  • Income protection
  • Investment counselling

For further information contact Sharon Gallant at (902) 853-6020.


Credential Financial Strategies is a member company under Aviso Wealth Inc., offering investment planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Aviso Wealth Inc. and is used under licence.


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