Credential Financial Inc. and Canaccord Capital Inc., the administrator of the Credential Managed Account program, have chosen Graeden Hall Asset Management, from the asset management division of Highview Financial Group, to support their due diligence activities for the Credential Managed Account (CMA).

Graeden Hall has been selected to recommend investment managers, and provide objective monitoring of managers and the overall program offering. Graeden Hall currently supports firms with managed offerings in excess of $5 billion. It also currently provides management oversight and ongoing advice on managed assets totaling approximately $1 billion.

The principals at Graeden Hall have an impressive track record servicing the discretionary needs of high-net-worth clients. “Gary Brent and Mark Barnicutt, and their team at Graeden Hall, are a great addition to the Credential Managed Account, adding a professionalism that will allow the product to continue its successful growth,” says Don Rolfe, president and CEO, Credential Financial.

The Credential Managed Account is a top-tier fee-based managed account that offers high-net-worth investors access to the expertise of world-class pension grade investment managers. The program is managed by a team of professionals who handle all the details from investment manager selection, portfolio construction, and style and performance monitoring and rebalancing.

Credential Financial Inc. is the national wealth management company owned by the Canadian credit union system.