Credential Financial Strategies 
 

Credential Financial Strategies 
 

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About

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.