Financial Planning

Financial Planning

One important key to financial success is knowing what you want to achieve and having a plan that spells out how to do it. Sounds easy, but it’s not. That’s what we’re here for. We offer planning services that speak your language and align with your goals.

Financial Planning Services

Our Certified Financial Planner follows a six-step financial planning process:

1. Determines individual’s goals and objectives

2. Gathers, processes, and analyzes the individual’s relevant information

3. Develops a comprehensive financial plan

4. Presents the plan, letter of recommendations and alternate solutions

5. Implements the agreed upon solutions

6. Monitors the plan on an on-going basis


The financial planner assists our members in achieving their life goals by providing comprehensive financial planning which entails the following:

– Farm Succession planning

– Business Succession planning

– Investment planning

– Tax planning

– Education planning

– Debt management

– Retirement planning

– Insurance planning

– Will & Estate planning


* Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. 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