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Insurance specialists

Servus Wealth Strategies will create the best insurance plan for you and your family

While protecting your assets is important, it's equally, if not more important to consider how you and your family are protected personally. How would your family carry on in event of premature death or illness that keeps you away from work? Our team of insurance specialists focuses specifically on how to integrate life, critical illness and disability insurance into your financial plan.

Servus Wealth Strategies' approach starts with looking at your personal situation, then makes recommendations on solutions from a variety of providers to best meet your coverage needs and your budget.

Potential coverage needs:

  • Family financial security
  • Income replacement
  • Estate creation and protection
  • Final expenses

Life insurance

Insurance options to protect your family’s future, even if you can’t be there.

Critical illness and disability insurance

Create a plan so illness or disability doesn’t throw your plans off track.

Meet our insurance specialists

Servus Wealth Strategies' licensed specialists will guide you through the process of creating the best insurance plan for yourself and your family. You can even do it from the comfort of your own home.

Paul Horrell Paul Horrell
780.638.8257
Paul.Horrell@servus.ca
Sanjesh Bali Sanjesh Bali
780.638.8190
Sanjesh.Bali@servus.ca
Todd Elliott Todd Elliott
780.638.8195
Todd.Elliott@servus.ca
Andrew Baron Andrew Baron
780.638.8049
Andrew.Baron@servus.ca
Jenna Hettler Jenna Hettler
825.221.2500
Jenna.Hettler@servus.ca

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



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