Credential Financial Strategies Inc.

Insurance

Protect your wealth & the ones you love



It begins with a conversation.
You spend your whole life building a better financial future, so isn’t it equally important to protect it? A vital part of any complete financial plan, life insurance* can help you protect what matters most to you.

Talk to one of our knowledgeable Wealth Consultants about:

Life insurance

Life insurance is a foundational piece of your financial health. It is used to protect your wealth and the ones you love.  

Disability insurance

Disability insurance can protect your ability to support yourself by replacing a portion of your income if you become disabled and are unable to work.

Critical illness insurance

Critical Illness insurance gives you financial support to cover the costs associated with a life-altering illness.

Estate planning

The definition of estate planning includes arranging for payment of expenses and obligations after your death, as well as transferring your wealth and other assets to successors as specified in and outside your will.


Sounds daunting, doesn't it? But it doesn't need to be; we're here to help with jargon-free guidance. 

Segregated funds

Growth potential with capital protection.


Would you like to protect the money you invest while pursuing your financial goals? With segregated funds, you can.



Annuities

Typically, an annuity is used to provide an income throughout retirement years.  An annuity is a financial product that provides you with regular, guaranteed income for a fixed period of time or for your entire life. Annuities are ideal for those who are worried about outliving their assets; we can help determine if an annuity is the right option for you. 

Let's start the conversation.
If your needs are more complex, our Wealth Consultants also work with an extended team of experts in the areas of philanthropy, pension and trust services and tax, legal and accounting services.

Protect your wealth and the ones you love. It begins with a conversation.

Talk with us today.

Meet our Credential Financial Strategies team

Tony Gill

BBA, WC, CFP®, CIM®, CLU®
Wealth Advisor

Credential Securities 
Credential Financial Strategies Inc.

T 306 842 9571

Sean Purdue

CFP®, FCSI, CIWM, CIM, CLU
Wealth Advisor

Credential Securities 
Credential Financial Strategies Inc. 

T 306 842 9554

Boost your financial know-how

Check out our Financial Literacy Hub for helpful tips, articles and resources.

Life Insurance – More than Protection

As you age, your financial picture changes. You might feel that life insurance isn’t as important anymore. But the truth is it can still contribute in ways that go beyond protection.

Term VS. Permanent LIFE INSURANCE

Here's an easy to understand infographic explaining the difference between term and permanent life insurance. 

Guarantee your Retirement Income with Annuities

Choosing the best income option for your RRSP is a key decision as you approach retirement. Transferring those savings to a RRIF will likely first come to mind. But there’s another choice that’s often overlooked. If you want secure, predictable income, no matter what interest rates or stock markets do, annuities can be the answer.

We're ultra-local & here to help!

Call us at 306 842 9509


Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Your insurance contract will provide details of the coverage available under the plan you choose. Restrictions may apply.


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