Insurance Services
Life insurance products, investment counselling and estate planning services are available to Meridian Credit Union Members through Credential Financial Strategies Inc.
Credential Financial Strategies representatives operate in association with Meridian Credit Union. We can help you set and achieve your unique financial goals through the right combination of insurance and investment related solutions and services, which include:
Personal
- Estate Planning
- Life Insurance Planning
- Disability Income Planning
- Business Insurance
- Critical Illness Insurance
- Long Term Care Insurance
- Investment Planning
- Segregated Funds
- Annuities
Business
- Business & Farm Succession Plans
- Employee Benefits
- Group Retirement Savings
- Business Insurance
- Key-Person Insurance
- Loan/Mortgage Insurance
- Creditor Protection Planning
- Investment Planning
For all services outside the GTA:
Brad Giroux, CFP, RHU
Insurance Planning Specialist
Credential Financial Strategies
C/O Meridian Credit Union
400 Scott St , Grantham Plaza
St Catharines, ON, L2M 3W4
Phone: 905-934-0094
Toll Free: 1-866-679-0589
Fax: 905-934-8049
Email: bgiroux@credential.com
