Senior Wealth Advisors
Servus Wealth Strategies and Aviso Wealth advisors are ready to help you meet your financial objectives. Contact an advisor to set up an appointment on our Advisors page today.
We have branch locations across Alberta to help serve you better. Call 1.877.378.8728, find the closest branch or contact us for more information.

Aamil Alibhai
Financial Planner
Slave Lake, Spruce Grove

Adam Wolfe
Senior Wealth Advisor
Lacombe, Innisfail, Sylvan Lake

Andrew Penstone
Senior Wealth Advisor
Innisfail, Lacombe, Sylvan Lake

Aurelia Baghici
Financial Planner
Edmonton

Brenda Penner
Senior Wealth Advisor
Edmonton

Catrina Roth
Senior Wealth Advisor
Calgary

Chanceala Robak
Financial Planner
Alix, Bashaw, Ponoka, Rimbey
Language
English
Branches
Alix, Bashaw, Hinton, Jasper Park, Ponoka, Rimbey

Charissa Cummings
Senior Wealth Advisor
Red Deer

Chris Cooksey
Senior Wealth Advisor
Leduc, Devon, Edmonton

Danny Phan
Senior Wealth Advisor
Athabasca, Slave Lake, Edmonton
Language
English
Branches
107th Avenue, Athabasca, Beverly, Delton, Inglecroft, Palisades, Slave Lake

Darcy Douma
Senior Wealth Advisor
Medicine Hat

Darryl MacDonald
Financial Planner
Barrhead, Sangudo, Westlock, Edmonton

Donna Gehmlich
Senior Wealth Advisor
Barrhead, Sangudo

Doug Mushka
Senior Wealth Advisor
Calgary

Duc Nguyen
Senior Wealth Advisor
Entwistle, Stony Plain, Wabamun
Language
English
Branches
Entwistle, Hinton, Jasper Park, Stony Plain, Wabamun

Emmett Murphy
Senior Wealth Advisor
Andrew, Dewberry, Lac La Biche, Mundare, Plamondon, Lloydminster, Lamont
Language
English
Branches
Andrew, Dewberry, Lac La Biche, Lamont, Mundare, Plamondon

Greg Hebert
Senior Wealth Advisor
Bentley, Rimbey

Ivan Paez
Senior Wealth Advisor
Grande Prairie, Fairview, Grimshaw
Language
English
Branches
Downtown Grande Prairie, Fairview, Grimshaw, South 40

Jamie Holmes
Senior Wealth Advisor
Andrew, Dewberry, Lloydminster Atrium Centre, Mundare, Provost
Language
English
Branches
Andrew, Atrium Centre, Dewberry, Mundare, Provost

Jason Becker
Senior Wealth Advisor
Medicine Hat, Redcliff

Josh Noble
Senior Wealth Advisor
Devon, Leduc, Spruce Grove, Edmonton
Language
English
Branches
Devon, Inglecroft, Kingsway Banking Centre, Leduc, Spruce Grove

Kathleen Coninx
Senior Wealth Advisor
Edson, Edmonton

Kevin Skinner
Senior Wealth Advisor
Legal, Morinville, St. Albert

Kim Lawrence
Senior Wealth Advisor
Whitecourt, Edson, Westlock, Edmonton
Language
English
Branches
149th Street, Callingwood, Edson, Westlock, Whitecourt

Kim Atkesone
Financial Planner
Edmonton
Language
English
Branches
Bonnie Doon Banking Centre, Harvest Pointe, Southside Banking Centre

Kristina Beier
Senior Wealth Advisor
Drayton Valley, Edmonton

Larysa Troyanovska
Senior Wealth Advisor
Calgary, Airdrie

Lesley Grose
Senior Wealth Advisor
Alix, Bashaw, Blackfalds, Delburne, Elnora, Ponoka
Language
English
Branches
Alix, Bashaw, Blackfalds, Delburne, Elnora, Ponoka

Louis Liu
Senior Wealth Advisor
Calgary
Language
English
Branches
Creekside, Gulf Canada Square, Mount Royal, Panorama Hills

Lyndon Pituley
Senior Wealth Advisor
Medicine Hat
Language
English
Branches
Bow Island, Crescent Heights, Crossings, Scenic Drive, Strachan Road

Lynette Wolokoff
Senior Wealth Advisor
Red Deer

Mark Yip
Senior Wealth Advisor
Fort McMurray, Edmonton

Marta Sadurska
Senior Wealth Advisor
Edmonton

Michael Wong
Senior Wealth Advisor
Edmonton, Fort Saskatchewan, Gibbons

Mitchell Breen
Senior Wealth Advisor
Edmonton

Nick Twyman
Senior Wealth Advisor
Calgary

Nicole Uhrich
Financial Planner
Edmonton

Rick Chan
Financial Planner
Athabasca, Legal, Edmonton, Whitecourt

Sandy Meunier
Senior Wealth Advisor
Shwerwood Park

Sarah Iverson
Financial Planner
Edmonton, Fort Saskatchewan

Scott Ross
Senior Wealth Advisor
Three Hills, Red Deer
Language
English
Branches
Parkland Square, South Hill, Taylor Plaza, Three Hills

Stacey Gauthier
Senior Wealth Advisor
High River, Okotoks, Calgary

Stan Penner
Senior Wealth Advisor
Edmonton

Stephanie Greenhough
Senior Wealth Advisor
Calgary
Language
English
Branches
Buffalo Run, Inglewood, Sunridge, University District

Steven Ketterer
Senior Wealth Advisor
Elk Point, Lloydminster, St. Paul

Tauqir Asghar
Financial Planner
Edmonton

Ting Pan
Senior Wealth Advisor
Edmonton
Language
English
Branches
Bonnie Doon Banking Centre, Ellerslie Crossing, Harvest Pointe, Terwillegar Heights, Windermere

Wes Thomas
Senior Wealth Advisor
Edmonton, Grande Cache, Hinton, Jasper Park