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Credential Financial Strategies Inc. Personal Insurance

Credential Financial Strategies personal insurance solutions are designed to help you protect what matters and ensure that life's unexpected events don't prevent you from reaching your goals.

Credential Financial Strategies insurance specialists offers sound advice and insurance planning to help you protect what matters most. Together, you'll complete a needs analysis to uncover your unique needs, including insurance that:

  • Preserves your estate
  • Covers the cost of end of life / funeral expenses
  • Can help mitigate taxes
  • Protects you as a business owner

SCU partners with Credential Financial Strategies Inc. to offer comprehensive personal insurance offerings from Canada's leading insurance providers. 

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Personal insurance solutions

Life Insurance

Life insurance offers peace of mind in a difficult time, by protecting your family, and those you care about, from financial hardship. Your policy may be used to:

  • Replace lost income
  • Provide for your loved ones
  • Cover needs such as: funeral costs, mortgage and loan repayment, or children’s tuition payments
  • Preserve your estate

Critical Illness Insurance

Recover without financial worry with critical illness insurance. Critical illness insurance can maintain your financial stability by providing:

  • Income replacement or living expenses
  • Debt repayment
  • Coverage for expenses (medical, travel, medications not covered by your health plan)

Disability Insurance

Protects your single biggest asset — your earning power. Disability insurance is a monthly benefit designed to protect you and your family from the loss of income resulting from an unexpected injury or illness, whether short- or long-term.

Start the conversation

Fill out the contact form, and we'll get in touch.  

Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Your insurance contract will provide details of the coverage available under the plan you choose. Restrictions may apply. ®Credential is a registered mark owned by Aviso Wealth Inc. and is used under license.  

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