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About

Credential Financial Strategies

20 years ago, Canadian credit unions came together cooperatively to build an innovative wealth management offering to serve individual credit unions and their communities. Today, Credential Financial is a national wealth management firm providing MFDA and IIROC dealer services, online brokerage, insurance solutions, and correspondent services to over 200 firms across Canada.We are 100% Canadian-owned — 50% by The CUMIS Group Ltd., and 50% by Provincial Credit Union Centrals — with strong support and financial backing.For credit unions, associations and independent investment firms, partnering with Credential means working with a company committed to their success. And for our people, working with Credential means belonging to a community dedicated to their growth.

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