Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. Credential^® offers credit unions an integrated range of products and services to meet the financial needs of Canadians.

Credential provides their partners with a full complement of back office administration and in-branch support. Credential does this with a dedicated team of experts and leading-edge technology focused specifically on the needs of credit unions and their Owners.

Credential Financial Strategies provides life insurance products, investment counselling and financial planning to nearly 1 million Canadian credit union members.

Fully employed by Credential Financial Inc., Credential Financial Strategies representatives operate in association with credit union branches - bringing their expertise and advice to the community level.

The Credential Financial Strategies program offers a variety of protection and investment plans that complement the traditional savings programs offered by these credit unions.

Credential Financial Strategies representatives can help members set and achieve their unique financial goals through the right combination of insurance and investment related solutions and services which include:

• Money Management
• Life Insurance
• Retirement planning
• Disability Insurance
• Education planning
• Business Insurance
• Investment planning
• Critical Illness Insurance
• Estate Planning
• Income Replacement Insurance
• Health and Dental Plans
• Segregated Funds
• Annuities

Established in 1994, Credential Financial Strategies Inc. became a wholly owned subsidiary of Credential Insurance Services in January 2004. Credential Insurance Services administers, supports and provides product access to the Credential Financial Strategies program.

Credential Financial Strategies representatives, available through your Credit Union, can guide you through all aspects of personalized financial services with no obligation.

Prince Edward Island Credential Financial Strategies Representatives

George Weatherbie, BBA CFP Credential Financial Strategies 902 626 3545 Serving Charlottetown, Montague, Morell and Souris
	Paul Chessman, CFP RHU Credential Financial Strategies 902 836 2452 902 963 2543 Serving Kensington and Rustico
Rod MacInnis, CGA CFP Credential Financial Strategies 1 902 888 5530 Serving Summerside, Borden, Wellington and Tyne Valley
	Sharon Gallant Credential Financial Strategies 1 902 853 6020 Serving O’Leary, Alberton and Tignish

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