Our partner Credential Securities offers a full service brokerage service that includes:  

Premium wealth services

• Comprehensive financial planning by a Certified Financial Planner professional (CFP®)
• Access to the expertise of our wealth services team
• Corporate investment strategies
• Business succession planning
• Consultation with tax experts
• Will and estate consultation
• Family wealth management

Money management

• Ongoing personal advice
• Brokerage Services
• RRSP, RRIF, TFSA, RESP
• Managed solutions for high net worth investors
• Stocks, Bonds, Mutual Funds
• Exchange Traded Funds (ETFs)
• Guaranteed Investments Certificates (GICs)
• Buy/sell recommendations
• Tax reduction strategies
• Portfolio monitoring
• Portfolio re-balancing
• Automatic contribution/withdrawal plans
• Electronic funds transfers

Report and review

• Monthly statements when trading activity occurs
• Quarterly performance reporting
• Annual consolidated tax reporting
• Regularly scheduled portfolio reviews

CredentialOnline.com

• Secure 24/7 account access and a consolidated view of all your investments
• You sign up for Electronic statements archived for seven years when eServices

Our Experts

If it looks like someone spilled a box of Alphabets after the names our Wealth Advisors; it's because they have numerous industry-recognized credentials, designations and education.  Simply put, it means when they talk investments, they know what they are talking about!  And not just investments, financial planning, estate and trust consultations, business succession planning and more for even the most seasoned investors and complex financial situations.