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

Contact Danny at 780.638.8826
Danny.Phan@servus.ca

Meet the team

Minh Nguyen
Senior Wealth Associate
780.638.7484

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.

Enter your branch for account features

Search by address, city/town or postal code.

Please try another search term or view a list of branches.

Branches near you: