Wealth Consultants

SCU AND CREDENTIAL® ASSET MANAGEMENT  

With over 20 years in the Canadian financial services industry, Credential® Financial is a national wealth management firm. Their team of 1,300 advisors provide MFDA and IIROC dealer services, online brokerage, and insurance solutions to over 225 organizations nationwide.

SCU partnered with Credential Financial to provide you with the specific expertise in wealth management you need while ensuring you experience the same level of unparalleled service and community values that you have come to expect from SCU. Credential partners closely with your, our valued member, to build strategic road maps and tailored solutions that will meet all of your wealth management needs.

MUTUAL FUND* PRODUCTS

With a wide range of mutual fund products at their disposal, our Credential Asset Management Wealth Consultants are committed to using a client-centered, proactive, and professional approach.

They can help you with:

FULL-SERVICE BROKERAGE FIRM

A full-service brokerage firm located within SCU is available to work with members who have larger, more complex portfolios. Our Credential Securities Investment Advisors are very skilled in the more sophisticated aspects of wealth management such as estate planning, tax-efficient investing, risk management, and business succession planning.

FULLY-INTEGRATED WEALTH PLAN

Credential Financial Strategies Inc. helps members who have more complex and specialized needs that may require a fully-integrated wealth plan. To get an expert’s help managing and protecting your money, drop by the Credential Financial Strategies Office for a personal, confidential consultation. 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.

Talk to us today to find out how the exceptional knowledge, service, and customer care offered by Credential®  at SCU can help manage your wealth now, and for years to come.

CREDENTIAL® ACCOUNTS

SCU now offers a new feature as part of our SCU Direct® online banking service. It’s called Account Plus and it lets you view your Credential® account summary with your other SCU accounts, via SCU Direct online banking service. Simply set up the link to your account and your Credential® account information will be available for viewing on the account summary page.

When logging into SCU Direct online service, you’ll find a new section under account summary labeled Credential® Accounts. Look for the option to “Link Accounts”, which will take you to the “Manage Investment Accounts” screen. From there, choose the relevant partner and complete the “Add Investment Account” information. It’s that easy!

Want to make use of this feature but are not currently using the SCU Direct online service? Call the SCU Member Contact Center at 1 800.728.6440 or visit any SCU branch.


*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. and Credential Direct®, a division of Credential Securities Inc., which operates as a separate business unit. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

®Credential, Credential Securities and Credential Direct are registered marks owned by Credential Financial Inc. and are used under license.