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Credential Financial Strategies Inc. 
Both members and non-members of Innovation Credit Union are welcome
to take advantage of the professional financial guidance available through
Credential Financial Strategies Inc.
They can offer personal consultation and guidance on your financial needs
at no cost to you. You work together with a Credential Financial Strategies
representative to analyze your own financial and insurance situation,
determine your goals, discuss your options, and identify opportunities.
Representatives
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Dani Wheeldon, RHU
Representative
North Battleford |
Zenon Zemluk, CFP®, FMA
Representative
Swift Current |
Jenny Dennis
Representative
Meadow Lake |
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Million Dollar Round Table (MDRT) is The Premier Association of Financial
Professionals. Many of our Representatives have been long-term members
of the Association.
MDRT's mission is to be a valued, member-driven international network
of leading insurance and investment financial services professionals/advisors
who serve their clients by exemplary performance and the highest standards
of ethics, knowledge, service and productivity.
Stay tuned for updated photos and contact information of all of our Credential
Financial Strategies Inc. representatives.
Products
Credential Financial Strategies is an insurance agency offering a number
of companies' products and services to customize your insurance protection
to fit your needs. Our product line includes:
- Life Insurance - the foundation of financial
security for you and your loved ones. It protects your financial
resources against the uncertainties of life so you can plan for the
future.
- Critical Illness Insurance - you only need to think
of the number of people you know who have suffered from heart attacks,
strokes, and cancer to see the importance of this type of insurance.
- Disability Insurance - insurance to protect one
of your most valuable assets--your earning potential. What would you
do if you were unable to work?
- Dental and Medical Coverage - Do you have coverage
right now? Have you often thought that it would be nice to have some
coverage for you or you and your family?
- Travel Insurance - Credential Financial Strategies
offers Blue Cross Travel Insurance to protect you and your dependent
while traveling outside the country.
Services
Credential Financial Strategies is also pleased to offer the following
services:
- Personal Financial Management
- Farm Estate Planning
- Personal Financial Planning and Analysis
- Succession Farming/Intergenerational Transfers
- Retirement Planning
- Diversified Investment Planning
- Insurance Planning
Credential Financial Strategies offers you the opportunity to put and
keep your "financial house" in order. You can create your own
personal financial strategy with the guidance of qualified professionals
who will help turn your ideas of financial security into financial reality
for you and your family.
To learn more about how Credential Financial Strategies can help you,
simply contact any of the following Credential Financial Strategies representatives:
- Dani Wheeldon - 445.0842
- Jenny Dennis - 306.236.2435 or 866.242.2435
- Zenon Zemluk - 306.778.5220 or 800.213.4281
Any representative
will be happy to work
with
you to
design a financial plan that will meet your needs and goals.
| 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. |
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