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 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., giving 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
Click here to find out more info.

Contact Information

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

Tryphena MacDonald
Financial Services Coordinator, Credential Financial Strategies Inc.
T: (902) 625-5489
F: (902) 625-5471
tryphena.macdonald@creditu.ca

Michele Stone, CFP®
Financial Planner, Credential Financial Strategies Inc.
T: (902) 625-5464
F: (902) 625-5471
michele.stone@creditu.ca

Halifax Office:
6074 Lady Hammond Road, 4th Floor, Halifax, NS, B3K 2R6

Rae Tench, CFP®
Financial Planner, Credential Financial Strategies Inc.
T: (902) 464-7117
F: (902) 464-7118
rae.tench@creditu.ca

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
susan.tubrett@creditu.ca


Michelle McNeil
Associate Advisor, Credential Asset Management Inc.
T: (902) 867-5793
F: (902) 863-8251
michelle.mcneil@creditu.ca

Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Mutual Funds and related financial planning services are offered through Credential Asset Management Inc. ® Credential is a registered mark owned by Aviso Wealth Inc. and is used under licence. 

 

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