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  • Investment Planning
    Growing your assets. Together.

    Planning.
    Achieving.
    Together.

  • Life Insurance and Living Benefits
    Protecting your loved ones. Together

    Planning.
    Achieving.
    Together.

  • Estate Planning
    Protecting your heirs. Together.

    Planning.
    Achieving.
    Together.

Manage your wealth at the various stages of your life. Together.
Specify your need and we will be happy to advise you.
Our customers are different,
and so are their needs.
Our solutions, them, are adapted.
Individuals
and family
Let's build your future.
Together.
Our services for individuals
Business
owners
Let's see your business.
Together.
Our services for entrepreneurs
Wealthy
people
Let's make your assets grow.
Together.
Our services for wealthy people
These financial services are among our most popular.
They might interest you.

Guiding you to a better financial future.

Alliance Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investment services to members of credit unions and their communities. Trademarks of Alliance Wealth Management are used under licence by Credential Financial Strategies Inc. Mutual funds, other securities and security-related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

Our approach
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