Bring it all together

What's your wealth strategy?

Your wealth strategy guides the financial planning process with a customized mix of estate planning, tax planning, investment planning and wealth protection. Talk to us to optimize your wealth strategy. 

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Here's what goes into your wealth strategy...

Retirement planning

What do you picture for your life after work? We can help you achieve your vision.

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Investment planning

With so many options, how do you choose ? We'll help you to decide what to put where.

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Insurance planning

Protect your family’s future with an insurance plan designed to meet your unique needs.

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Estate planning

What kind of legacy do you want to leave? Let's create a plan to take care of your loved ones.

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Make the most of your financial plan

Your appointment

We'll review your current situation and talk about your financial vision so we can draft a strategy that works for you. Before your appointment take a few moments to think about what your ideal future looks, so we can help you achieve it. Do you want to…

  • Give back to your community?
  • Start a business?
  • Retire early?

Our experts

Licensed financial advisors

Will provide you access to investments and assist with your everyday banking needs.

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Financial planners

Dedicated advisors that work with you to develop a financial plan to reach your goals.

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Senior wealth advisors

Specialized in creating and managing complex wealth strategies.

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Invest online or through a full service brokerage?

Full service brokerage*

Work with Aviso Wealth senior wealth advisors across the province to create a full service investment plan that’s right for you.  I want guidance and expertise ›

Online brokerage*

Members get access to Qtrade Direct Investing, consistently ranked Canada’s #1 online investing platform. Write Your Own Future ›

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

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.


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