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Company: Credential Financial Inc.

26 results found

Vancouver dealer's differential compensation favoured socially responsible funds and portfolio funds

Mandeville, Smart Money introduce WealthPort service

Credential’s partner firms and their advisors will gain access to Nest Wealth Pro’s white label robo-advisor platform as a result of the agreement

The firm, which has 200 credit union and 1,500 advisor partners, has seen its AUA grow by 246% since 2009 to $30.2 billion from $8.75 billion

OnPoint Fee-Based Account, which has been rolled out over the past several weeks, allows advisors at Credential’s credit union partners to charge a set percentage fee

New program will provide money management services to high net worth credit union members

Partnership will offer MGA services to six credit unions in British Columbia

  • By: IE Staff
  • July 31, 2013 December 14, 2017
  • 09:30

Staking claims to be provider of choice to CUs

Expansion of services to portfolio managers called a natural extension of Credential’s business

  • By: IE Staff
  • May 7, 2013 May 7, 2013
  • 13:25

Firm launches self-clearing model and Montreal trading desk

  • By: IE Staff
  • January 15, 2013 January 15, 2013
  • 06:00

Credential Direct marked its 10th anniversary or October 2, and the credit union system’s preferred full service brokerage says it has plans to further expand its business.Founded by Credential Financial Inc., in partnership with Canadian credit unions, Credential Direct launched in October 2000. “Credential Direct is an important part of the overall Credential offering and […]

  • By: IE Staff
  • October 5, 2010 October 5, 2010
  • 13:50