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.
Here's what goes into your wealth strategy...
What do you picture for your life after work? We can help you achieve your vision.Start learning
With so many options, how do you choose ? We'll help you to decide what to put where.See my options
Protect your family’s future with an insurance plan designed to meet your unique needs.Tell me more
What kind of legacy do you want to leave? Let's create a plan to take care of your loved ones.Find out more
Wealth advice straight from our experts
Make the most of your financial plan
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?
Licensed financial advisors
Will provide you access to investments and assist with your everyday banking needs.Find my nearest branch
Dedicated advisors that work with you to develop a financial plan to reach your goals.Find a planner
Senior wealth advisors
Specialized in creating and managing complex wealth strategies.Find an advisor
Invest online or through a full service brokerage?
Full service brokerage*
Work with Credential Securities senior wealth advisors across the province to create a full service investment plan that’s right for you. I want guidance and expertise ›
Members get access to Qtrade Direct Investing, consistently ranked Canada’s #1 online investing platform. Write Your Own Future ›
Ready to get started?
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 Credential Securities, a division of Credential Qtrade Securities Inc.
*Mutual funds and related financial planning services are offered through Credential Asset Management Inc. 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. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. and its subsidiaries.