Credential is part of the Aviso Wealth group of companies, including Credential Asset Management, Credential Securities, Credential Insurance Services and Credential Financial Strategies. Aviso Wealth and its subsidiary companies operate in the financial services industry, providing MFDA and IIROC dealer services, online brokerage and insurance solutions to credit unions and independent financial institutions across Canada.
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Financial Services
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700-1111 West Georgia Street, Vancouver, BC V6E 4T6, CA
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Asset Management, Financial Planning, Insurance Services, Full-Service Brokerage, Investment Counselling, Online Brokerage Services
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Darrian Hunt is the CEO of Credential. To contact Darrian Hunt email at [email protected].
Credential provides a comprehensive range of financial services including asset management, financial planning, insurance services, full-service brokerage, investment counselling, and online brokerage services. These services are designed to help clients achieve their financial goals through tailored solutions that meet their unique needs.
Credential's investment counselling services involve working closely with clients to understand their financial objectives, risk tolerance, and investment preferences. Our experienced advisors provide personalized investment strategies and ongoing portfolio management to help clients navigate the complexities of the financial markets and make informed investment decisions.
Credential serves a diverse range of industries, including individual investors, financial advisors, and institutions. Our services are designed to meet the needs of various sectors, ensuring that we provide relevant solutions that address the specific challenges and opportunities faced by our clients in their respective industries.
To get started with Credential's financial planning services, clients typically begin with an initial consultation where they discuss their financial goals and current situation with one of our advisors. Following this, a comprehensive financial plan is developed, outlining strategies for investment, savings, insurance, and retirement. Clients are then guided through the implementation of the plan, with ongoing support and adjustments as needed.
Yes, Credential offers online brokerage services that allow clients to manage their investments conveniently through a digital platform. Clients can buy and sell securities, access research tools, and monitor their portfolios in real-time. The online brokerage platform is designed to provide a user-friendly experience, enabling clients to make informed investment decisions from anywhere.
Credential offers a variety of insurance services, including life insurance, health insurance, and property and casualty insurance. Our insurance solutions are tailored to meet the specific needs of individuals and businesses, providing financial protection and peace of mind against unexpected events. Clients can work with our insurance specialists to assess their needs and select the appropriate coverage.
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