Meridian is
pleased to offer our Members a variety of Insurance Planning services through
Credential Financial Strategies Inc.
Credential Financial Strategies is part of a national
network of financial centres serving Credit Unions and their communities.
Through the Credential Financial Strategies program, Members can receive
professional service, quality financial products and dependable advice.
We believe in working with our Members to develop
strategies that are designed to help you achieve your goals. Our Insurance
Planning Specialists can help you build a plan to protect you and your family
with life, disability, critical illness or long-term care insurance or provide
more in-depth planning for Members in situations such as the following:
1. With complex assets &/or complex family
situations that are:
- concerned about how their investments and real estate will be taxed at
death
- concerned about passing their wealth to their children or grandchildren
- interested in charitable gifting
2. That are self-employed, business owners and
professionals who:
- are concerned about having group benefits (life, health, disability, dental,
etc)
- want to ensure their debts are paid off, when they die
- want to ensure they have adequate personal income in the event they become
disabled
- want to ensure the continuation of their business in the event they or
another key employee, shareholder or partner dies or becomes disabled
- need a properly drafted and funded buy/sell agreement or shareholders
agreement
- is concerned about the tax liability when they’re business passes to the
next generation
- wants to ensure their personal assets are protected from creditors
- has accumulated significant savings in their operating or holding company
and plan to use the money for their retirement
3. Who own property other than a family home
(cottage, farm, rental property, land) that:
- want a plan to ensure their cottage or other property can pass to the next
generation, regardless of the tax consequences or family dynamics
4. That are nearly and newly retired who are:
- concerned about the loss of their employer sponsored group life and health
insurance plans
- concerned about meeting their current and future expenses, with inadequate
or no pension income
Speak with one of our Insurance Planning Specialist
today.
What is Credential Financial Strategies?
Credential Financial Strategies Advisors operate in association with Credit
Unions, such as Meridian - bringing their expertise and advice to the community
and more than 1 million Members.
Talk to a Credential Financial Strategies Insurance
Specialist today!
Accomplishing your goals is our priority.
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Phone: 905-934-0094
Toll Free: 1-866-679-0589
Fax: 905-934-8049
At Meridian, we work to find
solutions that are right for you and provide upfront, unbiased advice, so you
can be rest assured that we recommend solutions that focus on your best
interests.
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Become a Member. New to Meridian and want to become a
Member?
Join
now and find out about the benefits of becoming a Meridian Member.Â
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Find a Meridian branch. There are 44 branches conveniently
located in a neighbourhood near you.
Find
a branch.
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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.
