Credential partners with CUSO Wealth Strategies

IE Staff Related news There’s $149 million in B.C.’s lost and found Vancouver-based Credential Financial Inc. announced a strategic partnership with CUSO Wealth Strategies Inc. on Wednesday to provide managing general agency (MGA) services to six credit unions. A full suite of MGA services will now be available to insurance advisors at MoneyWorks East Kootenay Credit Union, MoneyWorks Grand Forks District Savings Credit Union, MoneyWorks Nelson & District Credit Union, Osoyoos Credit Union, Summerland Credit Union, Sunshine Coast Credit Union. Keywords Credit unionsCompanies Credential Financial Inc. Ontario regulator to provide $500M credit facility to PACE Credit Union In addition to providing services, the partnership also offers the credit unions integrated technology support and back office operations to sales and marketing consultation and access to insurance experts. “We’re thrilled to partner with Credential Insurance Services. As one of the top MGAs in Canada, Credential can help define distribution and growth strategies for each of the partner credit unions and assist through consultation and training,” said Jay Corrado, General Manager, CUSO Wealth Strategies. “With the wide range of insurance solutions available through Credential, the credit unions are well equipped to meet the insurance needs of their members.” Credential Financial is a national wealth management firm offering a full suite of products and services to over 225 organization and more than 1,300 advisors. CUSO Wealth Strategies is a management and leadership company formed by credit unions. IE Merger of B.C. financial services, real estate regulators nears completion Share this article and your comments with peers on social media Facebook LinkedIn Twitter