Todd Szakacs

Ask about investments, insurance, retirement, and estate planning.

Todd Szakacs Senior Wealth Advisor
Servus Wealth Strategies
Credential Securities

Todd has worked in the investment industry for over 17 years, and he is an expert in wealth planning.

He knows that his members’ financial goals reflect their attitudes, beliefs and values. And he uses this knowledge to develop tailored investment plans to guide them now and in the future. In each plan, he aims to create peace of mind, allowing members to focus on what is most important to them.

Todd serves members at our Sylvan Lake branch, and his door is always open.

Contact

Contact Todd at 403.347.6685
Todd.Szakacs@servus.ca

Meet the team

Liz Lowe
Senior Wealth Advisor Associate
403.858.0083

Tools & resources

Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments.

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Enter your branch for account features

Search by address, city/town or postal code.

Please try another search term or view a list of branches.

Branches near you: