About Credential Financial Strategies Inc.

Create and protect your wealth

You can't predict the future, but you can certainly plan and work towards it. That's why here at Synergy Credit Union, we think it's important to help you create wealth - and protect it, too.

A well-rounded investment plan should include investments for growth and/or income, plus insurance to safeguard you, your family, or even your business, from the unexpected.

Make good decisions

When you need help deciding what your best investment and insurance options are, talk to a Credential Financial Strategies Inc. representative. They can evaluate your current financial status, help you establish your financial goals, develop your best strategy or game plan to achieve them, and make sure you're protected if life throws you a curve ball.

A Credential Financial Strategies representative offers you a complete suite of investments, insurance, and services including:

  • Retirement and education saving
  • Segregated funds* and annuities*
  • Life, disability, critical illness and income replacement insurance*
  • Estate and tax planning
  • Wealth protection strategies
  • Insurance, health, and dental plans for small business

Work with our wealth experts

Credential Financial Strategies is the wealth management arm of the Canadian credit union system that specializes in insurance and integrated investment planning. It's a company owned by and 100% dedicated to credit unions. CEOs and executives from some of Canada's top credit unions serve on its Board of Directors.

Credential Financial Strategies is available through credit unions across Canada - including Synergy Credit Union.

Talk to us

At Synergy Credit Union, it's easy to get the expert advice you need to make good decisions about your financial future. Just talk to a Credential Financial Strategies representative providing services through Synergy Credit Union.

Credential Financial Strategies Inc. Contact Information:
Lloydminster Office: 1-306-825-8118
Kindersley Office: 1-306-463-5656