Credential Financial Strategies
Whether you are just starting out or have considerable assets, an investment plan can help you achieve and maintain financial strength. Consultation with a financial professional 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 some time and we will give you a free, personalized financial plan to help you towards financial freedom.
Part of sound financial planning involves timely reviews of your progress. Your Credential Financial Strategies 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:
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Insurance Planning - Life, Critical Illness, Disability, and Long Term Care.
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Financial planning
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Retirement planning
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Survivor income needs
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Income protection
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Education
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Investment planning
For more information contact Rae Tench at 1-888-295-4824, (902) 209-5371 or (902) 464-7117.
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. ® Credential is a registered mark owned by Aviso Wealth Inc. and is used under licence.