Wealth Management Services

As a YNCU member, you are encouraged to take advantage of professional financial guidance available through Credential Financial Inc. You will receive a personal consultation on your financial needs at no cost to you. You work together with your Credential® representative to analyze your financial situation, determine your goals, discuss your options and identify opportunities.

What is your priority?

Saving for a first home? Providing a university education for a child? Building a nest egg for a comfortable retirement?

Regardless of your assets, everyone needs to talk to a Wealth Consultant, even if it’s only once, and it’s just another benefit of your membership.

The Credential program offers a variety of investment plans that complement the traditional savings programs we offer. Together, they provide a member-focused strategy that accounts for the separate and distinct financial needs of each individual. Credential offers credit union members across Canada the opportunity to obtain personal financial planning and analysis from qualified and experienced professionals without cost or obligation.

Credential Financial Inc. is a dynamic part of the cooperative system. Operating across Canada, and servicing both the credit union and caisse populaire markets, Credential delivers the full spectrum of wealth management services, from estate planning to education funding and retirement planning. Today, over 1.4 million members have access to the Credential program nationally.

 

Credential Financial Inc. and its affiliates offer financial planning 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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