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: