Financial Planning Services

Through arrangements with co-operative affiliates and other suppliers, members have access to financial planning and wealth management services with Credential Financial Strategies Inc.

Whether your financial objectives involve saving for your first home, providing a university education for your children or building a nestegg for a comfortable retirement, Credential Financial Strategies Inc. is here to help.

Your Credential Financial Strategies Inc. Representative can work with you to create a financial blueprint. A plan which you can follow to achieve your personal financial objectives.

Your Credential Financial Strategies Inc. Representative can provide you with the following services, at no charge:

Money Management
Retirement Planning
Education Funding
Insurance Planning
Investment Planning

To learn more about Credential Financial Strategies Inc., call Sandy Kosak or Rommell Pravia at 519-974-1181. Adam and Rommell are Credential Financial Strategies Inc. Representatives adjacent to Windsor Family's Corporate Head Office, located at 3000 Marentette Avenue.

Our Partners and Affiliates

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. ®The Ethical Funds Company is a registered mark owned by Ethical Funds Inc. and is used under licence.