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Credential Financial Strategies Inc.

Other Resources FAQ Section Visit our FAQ section for more information on investment options. Rates If you are looking for our investment rates, click here Financial Planning Tool You can also click here to access our on-line financial planning tool.  Credit Unions, ATMs & 'Ding Free' ATMs  To find a list of Credit Unions, ATMs & 'Ding Free' ATMs please click here Financial Fitness Advice from OMISTA Experts What is a Mutual Fund and Why Should I Invest in Them? Know your Goals Before You Start Investing RRSP is a Gift to your Future Credential Financial Strategies Financial Planning Estate Planning Trust Services Investing Insurance Protect Your Assets Choosing Life Insurance The Learning Center Need more answers? Visit our contact page and submit your question through the "Who can help me?" link or call one of our financial experts at any of our three branches.

Turning financial security into financial reality. Credential Financial Strategies Inc. is a personal financial planning program designed to help organize financial affairs and plan for the future.

Whether you are just starting out or have considerable assets, a financial plan can help you achieve and maintain financial strength. A no-obligation, no-cost consultation can help answer your financial questions, review your overall financial situation, determine goals, and develop investment strategies. You will receive financial analysis and advice on investments, retirement planning, education planning, money management, insurance and more. There is no cost or obligation to meet with a licensed representative. Invest 30 minutes of your time and we will give you a free, personalized financial plan to help you towards financial freedom.

Together you can create a personal financial strategy that will allow you to reach your individual goals and maintain financial strength. Selection, skill and convenience - what more can we offer you?

Part of sound financial planning involves timely reviews of your progress. Your Credential Financial Strategies Inc. Representative can meet with you on a regular basis. It gives you confidence knowing you're headed in the right direction.

A financial review includes:

Available to owners of OMISTA Credit Union, Ozzie MacKay, Credential Financial Strategies Inc. Representative, has earned his membership at the Million Dollar Round Table (MDRT).

MDRT is The Premier Association of Financial Professionals^®. An international, independent association of 32,981 of the world’s best life insurance and financial services professionals from 74 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

Contact information:

1192 Mountain Road
Moncton, NB, E1C 2T6
Phone: 858-7909
Fax: 854-2869

Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to owners of credit unions and their communities. ^®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.