Credential Direct

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 one of our 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.

Talk with a Wealth Consultant today about:

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

Reaching your financial goals is easy. It begins with a conversation.

Contact a Wealth Consultant today.

Telephone: (709) 739-1080


Life Insurance - The most important thing you’ll ever buy

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 a knowledgeable Wealth Consultants about:

  • Life insurance
  • Disability insurance
  • Critical illness insurance
  • Estate planning
  • Segregated funds
  • Annuities

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.

Contact a Wealth Consultant today.

Telephone: (709) 739-1080

Disclaimer: *Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.


Online Brokerage - Trade Online with Credential Direct®, Our Online Brokerage Partner

Take control of your investments, and get the flexibility to trade online wherever you have access to the web.

Ranked Canada’s #1 Online Brokerage time and again, there’s no shortage of reasons to trade online with our online brokerage partner, Credential Direct.

  • FREE Quality Research. All traders receive access to unbiased, high–quality research from some of the world’s leading research providers.
  • FREE Powerful Trading Tools. Research and execute orders quickly and easily with a complete roster of powerful planning and trading tools offered to every trader FREE of charge.
  • Ranked #1 for Cost*. Pay just $9.95 flat per trade when you make 10 web-based stock or options trades within 3 months – that’s the lowest trading threshold in the industry.

Owned and operated by the Canadian credit union system, Credential Direct is the brokerage of choice for credit union partners and their members.

Visit credentialdirect.com to open an online trading account today.

*Surviscor Online Discount Brokerage Review

Disclaimer: Credential Direct® is a division of Credential Securities Inc. and operates as a separate business unit. Credential Securities is a member of the Canadian Investor Protection Fund.


Our Partners in Wealth Management - Introducing Credential Financial

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.

Credential advisors can be found in all of our branches, providing investors with expert advice and guidance on growing and protecting their money.

Here at Public Service Credit Union, we offer investors access to the following Credential services:

  • Credential Asset Managment - For help building a mutual funds portfolio
  • Credential Securities - For advice investing in stocks, bonds, mutual funds and other investment options
  • Credential Direct - Online brokerage for self-directed investors
  • Credential Financial Stratagies - To protect against the unexpected with life insurance, or to plan your estate

For more information on Credential, or on building and protecting your wealth, talk to one of our in-branch Wealth Consultants.

Telephone: (709) 739-1080

**Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Direct®, a division of Credential Securities Inc., which operates as a separate business unit. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

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

 

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