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.


Financial Services


Asset management full-service brokerage online brokerage services insurance services investment counselling financial planning

View Employees

Michael Muir
Project Manager at Credential
Greg Kennedy Tep
Senior Wealth Consultant - Enterprise Succession Planning Group at Credential
Jiaying (Jessica) Liu
Client Solution Officer at Credential
Davidd Lawley
Director, Succession & Estate Planning at Credential
Jerald Carter
Co-Branch Manager at Credential
Jeff Berry
Vice President at Credential
Kathy Lloyd
Sales Develop Manager (Insurance) at Credential Financial Strategies Inc.
Rick Kostycz
Investment Advisor at Credential
Steve Baird, HBA, PFP
Business Consultant, Western Canada at Credential Financial Inc.
Matt Brown
Vice President, Human Resources at Credential

Find more contacts