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Senior Wealth Advisor Servus Wealth Strategies Aviso Wealth

Catrina holds her Certified Financial Planner (CFP®️) and Responsible Investment Specialist (RIS) designations and has over 21 years of financial services experience. Her team provides comprehensive financial, estate, and wealth protection planning for our members.

Working with individuals, multi-generational families, and business owners, she believes every person should have a holistic financial plan that they understand. A plan that adapts as life happens and remains current to capitalize on valuable opportunities as products, strategies, and tax laws evolve.

Catrina's team creates plans that not only focus on preserving, growing, and transferring wealth to the next generation, but also on protecting your assets along the way.

Catrina serves members in Calgary. Her door is always open.

Contact

Contact Catrina at 825.509.6149
Catrina.Roth@servus.ca

Meet the team

Duncan Grainger
Senior Wealth Advisor Associate
825.509.6130

Tools & resources

• IIROC Advisor Report
• Investment goal calculator
• Investor profile questionnaire