Education Credit Union Wealth Management Services offers a team of highly
dedicated professionals so you can feel comfortable with every financial
decision you make. The ECU Wealth Management team includes certified
financial planners, Credential Securities Inc. Investment Advisors,
Credential Asset Management Inc. Mutual Funds Investment Specialists,
Credential Financial Strategies Insurance
Representatives, chartered accountants and lawyers.
We know that it is essential to include a comprehensive team of professionals
that you can rely on. Whether you are just starting to plan, saving for your
first home, saving for retirement, or protecting your estate; the ECU Wealth
Management program will help you to achieve your financial goals.
This team of professionals working under the ECU Wealth Management umbrella
provides you with access to a comprehensive selection of products and services
making sure you receive only the best financial advice.
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 license.
Mission Statement
“Your ECU Wealth Management Team, operating in partnership with the Education Credit Union, strives to provide personalized financial planning and investment strategies to both its existing membership and to the growing population of the Tri-City area.”
Vision Statement
“To be the principal provider of Wealth Management solutions within our community.”
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