Credential Securities Inc. has selected financial education firm Smarten Up Institute Inc., (SUI) as its continuing education support partner for growing the company’s intellectual property in strategic initiatives. Both companies are based in Vancouver.
Credential recently launched a correspondent services division to take an even more significant role in the Canadian financial market.
Credential launches correspondent services division
Credential recognizes the importance of ongoing support to company staff as a critical factor in the success of this and other ongoing initiatives.
Credential awarded the contract to Smarten Up Institute to provide continuing support for employee growth in the new business model.
“It makes perfect sense for us to engage Smarten Up Institute during this time of growth in our business. We hire the best support staff, and it is important to help them to stay on the forefront of all the complex changes in the industry,” said Ernie Nichiporik, SVP operations & service of Credential Financial Inc.
“The firm and the people SUI has brought forward to our strategic projects have been invaluable.”
Yasmin Lalani, SVP legal and risk, and chief counsel, added, “Credential has outlined a growth strategy for winning new market share in Canada, and it’s important that our staff meet the rigors of today’s compliance requirements and the investor public we serve.”
Credential is a wealth management firm with serving over 225 credit unions and independent wealth management firms.