Catrina Roth

Ask about investments, insurance, retirement and estate planning.

Catrina Roth
Senior Wealth Advisor
Servus Wealth Strategies
Aviso Wealth

Catrina holds her Certified Financial Planner (CFP®️) and Responsible Investment Specialist (RIS) designations and has over 21 years of financial services experience. Her team provides comprehensive financial, estate, and wealth protection planning for our members.

Working with individuals, multi-generational families, and business owners, she believes every person should have a holistic financial plan that they understand. A plan that adapts as life happens and remains current to capitalize on valuable opportunities as products, strategies, and tax laws evolve.

Catrina's team creates plans that not only focus on preserving, growing, and transferring wealth to the next generation, but also on protecting your assets along the way.

Catrina serves members in Calgary. Her door is always open.


Contact Catrina at 825.509.6149

Meet the team

Duncan Grainger
Senior Wealth Advisor Associate

Tools & resources

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.

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