Credential Financial Strategies Inc.

 

Credential Financial Strategies Inc. is a personal insurance planning service designed to help turn financial security into financial reality.

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:

  • Insurance Planning - Life, Critical Illness, Disability, and Long Term Care.
  • Financial planning
  • Retirement planning
  • Survivor income needs
  • Income protection
  • Education
  • Investment planning

Contact Information

Port Hawkesbury Office: 1 – 714 Reeves Street, Port Hawkesbury, NS, B9A 2S1
Toll free: 1-888-295-4824

Glenda Sampson
Financial Services Coordinator, Credential Financial Strategies Inc.
T: (902) 625-5489
F: (902) 625-5471
glenda.sampson@creditu.ca

Michele Stone, CFP®
Financial Planner, Credential Financial Strategies Inc.
T: (902) 625-5464
F: (902) 625-5471
mstone@credential.com


Dartmouth Office: 155 Ochterloney Street, Dartmouth, NS, B2Y 1C9

Kelley Matheson
Financial Services Coordinator, Credential Financial Strategies Inc.
T: (902) 464-7126
F: (902) 469-6546
KMatheson@credential.com

Rae Tench, CFP®
Financial Planner, Credential Financial Strategies Inc.
T: (902) 464-7117
F: (902) 464-7118
rtench@credential.com


Bergengren Office: 257 Main Street, Antigonish, NS, B2G 2C1
Toll Free:  1-866-597-5783

Susan Tubrett
Mutual Funds Investment Specialist, Credential Asset Management Inc.
T: (902) 867-5793
F: (902) 863-8251
stubrett@credential.com

Tanya De Young
Financial Services Coordinator, Credential Financial Strategies Inc.
T: (902) 867-5783
F: (902) 863-8251
tdeyoung@credential.com

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. 

 

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