Insurance Planning

Meridian is pleased to offer our Members a variety of insurance and estate planning services through Credential Financial Strategies Inc. 

What is Credential Financial Strategies?

Credential Financial Strategies is part of a national network of financial companies serving Credit Unions and their communities. Credential Financial Strategies Advisors operate in association with credit union branches, such as Meridian - bringing their expertise, professional service, quality financial products and dependable advice to the community level and over 1 million customers.

Insurance and estate planning

We help Members create plans to protect what’s important. We help you protect your business, your income, your estate or your family’s lifestyle, in the event of your death, disability or critical illness with:

  • Business insurance
  • Wealth Management insurance
  • Retirement insurance

We can help provide solutions for:

  • Members with complex assets or family situations
  • Professionals and self employed business owners
  • Cottage and property owners
  • Members who are nearly or newly retired
  • Members with special needs family members

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
 
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.
 
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 61 branches conveniently located in a neighbourhood near you. Find a branch.

 

Talk to Us

There are more than 60 branches conveniently located in a neighbourhood near you:

Click here to send us an email

Call us at 1-866-592-2226 or Click here to find your local branch number.

Meridian Credit Union