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Building wealth

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.

Investment planning

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

Insurance planning

Having a plan to manage the unexpected is important. We'll help you get the coverage that's right for you.

Estate planning

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

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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Investment specialists

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

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Investment advisors

Specialized in creating and managing complex wealth strategies.

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Who should I talk to?

Not sure which type of advisor is right for your financial journey?

Help me choose

Invest online or through a full service brokerage?

Full service brokerage*

Work with Credential Securities investment 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 Credential Securities, a division of Credential Qtrade Securities Inc.
*Mutual funds are offered through Credential Asset Management Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth.


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