Wealth Protection Specialists

Credential Financial Strategies Inc.
The wealth protection specialists at Credential Financial Strategies Inc. can help you stay protected from the unexpected by offering a combination of protection and investment plans. They will work with you to assess your needs for debt coverage, income replacement, protection planning, discuss options for charitable giving and inheritances; as well as provide exit strategies for business owners and fund successions plans. It is never pleasant to think about the misfortunes in life, but the reality is that sometimes loss happens and illness occurs. With the right planning in place, you can ensure that you and your family won’t have to worry about financial burdens during a stressful time. Wealth protection specialists understand the need to protect you and your family. They would love to help you determine your goals and discuss your options.

Lee Ulmer
Wealth Protection Specialist
Credential Financial Strategies Inc.
North Battleford

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

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For information on upcoming changes to DEPOSIT INSURANCE if we become a federal credit union, see our disclosure notice. Creditors who have concerns may contact Innovation Credit Union.

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