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Credential: Our Partners in Wealth Management

Introducing Credential Financial Inc.


Your money is important to you, and it’s important to us too. That’s why we’ve partnered with Credential, a leader in the area of wealth management and the investment and insurance provider of choice for Canadian credit unions and their members.

The services of our Credential advisors are available in all of our branches, providing you with expert advice and guidance on growing and protecting your money.

Here at Lake View Credit Union, we offer access to the following Credential services:

WEALTH MANAGEMENT

Growing and preserving your money Your idea of what it means to be wealthy is likely different from everyone else. It may mean owning property, spending more time with family and friends, or traveling the world. No matter how you define wealth, our goal is to bring more of it into your life — and that starts by contacting us.

WEALTH CONSULTANTS

A Wealth Consultant will take the time to understand your dreams for the future and map out a plan that’s tailored to your investment style and risk tolerance to help you get there. Reaching your financial goals is easy. It begins with a conversation.

Talk with us about:

  • Portfolio reviews
  • Retirement savings and income
  • Estate planning
  • Business succession planning
  • Education planning

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© 2013 Lake View Credit Union