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.
With so many options, how do you choose ? We'll help you to decide what to put where.
Having a plan to manage the unexpected is important. We'll help you get the coverage that's right for you.
What kind of legacy do you want to leave? Let's create a plan to take care of your loved ones.
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 specialist
Invest online or through a full service brokerage?
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.