Financial Planning

Credential Financial Strategies Inc.
Our Partners in Wealth Management

Introducing Aviso Wealth Inc.

Your money is important to you, and it’s important to us too. That’s why we’ve partnered with Aviso Wealth®, a leader in the area of wealth management and the investment and insurance provider of choice for Canadian credit unions and their members.

Credential Financial Strategies inc. and Credential Asset Management Inc. are subsidaries of Aviso Wealth and are located beside the credit union branches.  These advisors provide investors with expert advice and guidance on growing and protecting their money.

Here at Mountain View Financial, we offer investors access to the following Credential Financial Strategies services:

  • Wealth Management 
  • Insurance Planning 
  • Estate Planning
  • Farm/Business Succession Planning
  • Developing Tax Strategies
  • Mutual Funds through Credential Asset Management
  • Investment Planning
  • Retirement Savings and Income
  • Education Planning

For more information on Credential, or on building and protecting your wealth, talk to one of the in-branch Wealth Consultants.

Serving Olds, Carbon, Delia, Linden, Morrin and Sundre:

Corinne Lutz, CFP
Credential Financial Strategies Inc. / Credential Asset Management Inc.
#103, 6501 51 Street
Olds, AB T4H 1Y6
Phone: 403.556.6688

Serving Beisker, Carstairs, Didsbury, Crossfield, Cremona and Langdon:

Christopher Hareuther, CFP
Credential Financial Strategies Inc. / Credential Asset Management Inc.
#103, 6501 51 Street
Olds, AB T4H 1Y6
Phone: 403.586.3503


*Mutual Funds and related financial planning services are offered through Credential Asset Management Inc.  Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.  Credential is a registered mark owned by Aviso Wealth Inc.