Creditor Protection Planning for Owners, Officers and Directors
- Strategies to protect personal assets from business liabilities
Investment Planning
- Strategies for building and protecting personal wealth
- Compensation for key executives
- Enhanced owner compensation
Tax Planning
- Strategies to reduce current and future tax liabilities
- Capital gains tax planning
Business Continuation Planning
- Strategies to ensure the ongoing success of the business in the event of the owner’s death, disability or critical illness
Business Succession Planning
- Tax effective strategies to facilitate the transfer of your business to the next generation
- Protecting both your business and your family
What is Credential Financial Strategies?
Credential Financial Strategies Advisors operate in association with credit union branches, such as Meridian - bringing their expertise and advice to the community level and over 1 million customers.
Talk to a Credential Financial Strategies Insurance Planning Specialist today.
Accomplishing your goals is our priority.
Phone: 905-934-0094
Toll Free: 1-866-679-0589
Fax: 905-934-8049
Become a Member. New to Meridian and want to become Member?
Join now and find out about the benefits of becoming a Meridian Member.
Contact Centre 1-866-592-2226 or
email.
Find a Meridian branch. There are 44 of branches conveniently located in a neighbourhood near you.
Find a branch.
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. Established in 2001, Credential® Insurance Services is jointly owned by Credential Securities Inc. and Credential Asset Management Inc.
