Credential Financial Inc. and Quasar Financial Planning Group yesterday announced an agreement that will see Credential provide Quasar with mutual fund dealer services and access to insurance products.


“Strategically, we are focused on providing comprehensive and differentiated full service financial planning with specific expertise in intergenerational Wealth Transfer strategies to our clients. High quality investment and insurance services are a cornerstone of this strategy,” said Thelma Whiting, a leading member of the team.

Credential is setting best practices in the mutual fund industry through a back office that is second to none and top quality support that ensures advisors can focus on their clients knowing they offer a full array of top quality investment and insurance products and services.

“We are pleased that Quasar has chosen Credential as their mutual fund dealer and MGA of choice. This partnership is a win-win situation that will bring the highest quality investment and insurance products to investors,” said Paul Isaacson, senior vp, distribution & sales, Credential Financial Inc.

As of April 16, Credential will provide Quasar with fund dealer services through through Credential Asset Management, and access to insurance products through Credential Insurance Services.

Quasar has offices located in Burnaby, Kelowna, and Smithers. B.C.