Wealth Management Insurance

You’ve worked hard, saved well and invested your hard-earned money. But you may have a complex portfolio of assets or a difficult family situation, such as managing money for someone else – family member, charity etc. Or you may own a second home, rental property, farm or land and are concerned about taxation at death. 

That’s where we can help. Through Insurance Planning Specialist’s at Credential Financial Strategies we can review all the options available to you and make recommendations on ways to transfer wealth to your children and grandchildren.

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.

We can provide you with insurance solutions and planning that:

  • Protects your wealth in the event of an unforeseen sickness
  • Maximizes your estate to efficiently transfer your unused savings and investments to the next generation at the time of your death
  • Provides high return low tax annuities that turn all or part of your savings into a safe and guaranteed income stream
  • Makes charitable gifting easy
  • Helps transfer your family cottage or farm so that future generations can continue to use and enjoy them
  • Explores the benefits of trusts, wills and Powers of Attorney
  • Provides for family members with special needs

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.
 
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Talk to Us

There are 44 branches conveniently located in a neighbourhood near you:

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

Meridian Credit Union