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Credential Financial Strategies Inc.

What is your priority?

  • Saving for a first home
  • Providing a university education for a child
  • Building a nest egg for a comfortable retirement.

The Credential® Financial Strategies program offers a variety of protection and investment plans that complement the traditional savings programs we offer. Together, they provide a Member-focused strategy that accounts for the separate and distinct financial needs of each individual. Credential Financial Strategies offers credit union Members across Canada the opportunity to obtain personal financial planning and analysis from qualified and experienced professionals without cost or obligation.

A member company of Credential Financial Inc., Credential Financial Strategies is a dynamic part of the cooperative system. Operating across Canada, and servicing both the credit union and caisse populaire markets, Credential Financial Strategies delivers the full spectrum of wealth management services, from estate planning and insurance to education funding and retirement planning. Today, over 1.4 million members have access to the Credential Financial Strategies program nationally.

Peter Tam is the Credential Financial Strategies Representative at GRCU. Learn more about Peter and the financial services he offers here. Contact Peter Tam at (519) 579-7324, toll-free at 866-328-7324, or by e-mail at ptam@credential.com

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. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.