Ivan Paez

Ask about investments, retirement, and estate planning.

Headshot of Ivan Paez
Senior Wealth Advisor
Servus Credit Union
Credential Securities

Ivan is a Chartered Investment Manager (CIM®️) and a CERTIFIED FINANCIAL PLANNER®️ professional. He is an experienced wealth professional that genuinely cares for his member clients and works tirelessly to help them achieve their financial freedom and independence.

His approach is to use a step-by-step process with members in order to understand their needs and goals and then building a customized financial and investment plan.

Ivan provides expert advice to individuals, families, farmers and business owners.

Contact

Contact Ivan at 780.719.3434
Ivan.Paez@servus.ca

Meet the team

Chantelle Morton
Senior Wealth Associate
587.495.1881

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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