Credential Financial Strategies Inc.
Credential Financial Strategies offers a variety of protection and investment plans that complement the financial planning services offered by Affinity Credit Union.
Together, they can provide a total package to help you realize your financial objectives, whether it involves saving for a first home, providing a university education for a child, or building a nest egg for a comfortable retirement.
Credential Financial Strategies is a comprehensive, one-stop integrated service helping you:
- assess your financial position
- identify your personal financial goals
- manage your risk through insurance and investment allocation
- choose healthy investment and savings plans
- build funds for higher education
- diversify investments
Meet the Credential Financial Strategies Team:
- Susan Davison, CLU, CH.F.C. FMA, CSA
- Robert Collins, CFP, FMA, CSA
- Colin Biblow, CFP, FMA
- Phillip Geiger, BBA, CFP, FMA, CSA, PRP
- Kerri Lynn Schneider - Coordinator
- Pamela Newmann - Coordinator
Contact any of us at Credential Financial Strategies, by phone at 955-8590 or in person at 2-922 Broadway Avenue, Saskatoon, S7K 0A7.
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.