Credential Financial Strategies®:
Sound advice for free! Raking Hay - St Clements - Jim Stirtzinger
Credential® Financial Strategies representatives
 At Your Neighbourhood Credit Union, we offer a resource for your questions about investments, financial or retirement planning, budgeting, insurance or estate planning through Credential Financial Strategies. Grant Galloway, CFP, CHS is the full-time area representative for YNCU.
Grant is a dedicated career professional, who takes a personalized approach to each credit union Member, starting with a review of your total financial situation. If you decide this isn’t for you, then all you've spent is 30 or 45 minutes of your time.
At no cost, this review provides you with the opportunity to:
- examine your financial position
- manage risk through insurance and investment allocation
- identify personal financial goals
- choose healthy investment and savings plans
- build funds for higher education
- diversify investments
- identify risk tolerance
- discuss tax considerations
- identify insurance needs
- exercise the best investment options
- determine retirement options
- benefit from recommendations made by a qualified Credential Financial Strategies representative who offers expert advice on insurance and investment services and products.
Pressure selling tactics don’t enter into the relationship with Credential Financial Strategies. Like all representatives, Grant is paid a salary, a system that removes a major barrier for people seeking financial information. Your representative will talk to you, clarify your goals and objectives, take some notes, and discuss your options. Through the Credential Financial Strategies program, you will have access to a complete range of insurance and investment products to put your financial plan into action. You can think about what you have discussed, and decide whether it’s right for you.
Meetings can be held at 168 King Street South, Suite 2 in Waterloo, at one of our branches across Southwestern Ontario, or at your home, and can be arranged for a time that is convenient to you! To set up a meeting:
Contact your local branch, or
E-mail at ggalloway@credential.com, or
Phone 519-579-7324, or toll free at 1-866-328-7324.
We look forward to hearing from you!
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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