Stan Penner

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

Stan Penner

Senior Wealth Advisor
Servus Wealth Strategies
Credential Securities

Stan has worked in the financial services industry for over 24 years. He’s not only a CFA® charterholder but also a certified financial planner (CFP®) and a fellow of the Canadian Securities Institute (FCSI). Investment analysis, selection from the Canadian market and portfolio management are his main focus areas. And he’ll put this expertise to work for you. He’ll get to know you and your goals to help you create an investment plan that brings you the most returns at a risk level you’re comfortable with.

Stan believes that no two clients are alike. He’ll tailor his advice to your goals using a team approach, calling on other advisors to add their expertise. He aims to create peace of mind to allow you to focus on what’s most important in your life.

Stan provides expert advice to our members in Edmonton and the surrounding area. His door is always open.


Contact Stan at 780.638.7937

Meet the team

Connie Wong
Investment 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, 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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