Danny Phan

Ask about investments, insurance, retirement, and estate planning.

Danny Phan
Senior Wealth Advisor
Servus Wealth Strategies
Credential Securities

Danny is a wealth professional with over 22 years of experience in the industry, specializing in wealth management.

Danny is committed to looking after the financial well-being of his members, and he works hard to make sure they get the tools and advice they need to meet their goals. He’ll aim to ensure you have a positive experience as he works with you to develop the right investment solutions for your situation.

A long-time Edmonton resident, Danny serves members at branches throughout the city and surrounding area. His door is always open.


Contact Danny at 780.638.8826

Meet the team

Minh Nguyen
Senior Wealth Associate

Tools & resources

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

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.

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