Skip To Content

    Building Wealth

    Bring it all together

    What's your wealth strategy?

    Your wealth strategy guides the financial planning process with a customized mix of estate planning, tax planning, investment planning and wealth protection. Talk to us to optimize your wealth strategy. 
    Get started today
    Graphic portraying money

    Here's what goes into your wealth strategy...

    Graphic portraying stock performance

    Investment planning

    With so many options, how do you choose ? We'll help you to decide what to put where.
    See my options
    Graphic portraying insurance

    Insurance planning

    Protect your family’s future with an insurance plan designed to meet your unique needs.
    Tell me more
    Graphic portraying family and estate

    Estate planning

    What kind of legacy do you want to leave? Let's create a plan to take care of your loved ones.
    Find out more

    Make the most of your financial plan

    Your appointment

    We'll review your current situation and talk about your financial vision so we can draft a strategy that works for you. Before your appointment take a few moments to think about what your ideal future looks, so we can help you achieve it. Do you want to…

    • Give back to your community?
    • Start a business?
    • Retire early?
    Graphic portraying appointment calendar

    Our experts

    Graphic portraying a financial advisor

    Licensed financial advisors

    Will provide you access to investments and assist with your everyday banking needs.
    Find my nearest branch
    Graphic portraying a financial planner

    Financial planners

    Dedicated advisors that work with you to develop a financial plan to reach your goals.
    Find a planner
    Graphic portraying senior wealth advisor

    Senior wealth advisor

    Specialized in creating and managing complex wealth strategies.
    Find an advisor
    Graphic portraying advisor recruitment

    Join our wealth team

    We’re seeking wealth advisors who always do the right thing for members. At Servus, you’ll find the support and resources to build a secure future for yourself and your clients.
    Learn more

    Invest online or through a full service brokerage?

    Graphic portraying Servus brokerage services

    Full service brokerage*

    Work with Aviso Wealth senior wealth advisors across the province to create a full service investment plan that’s right for you. 
    Graphic portraying Servus online brokerage

    Online brokerage*

    Members get access to Qtrade Direct Investing, consistently ranked Canada’s #1 online investing platform.

    Ready to get started?

    Graphic portraying Servus phone support

    We’re here to help – seven days a week!

    Call 1.877.378.8728

    Leave us your info and we'll get in touch

    Fill in a form

    Visit us at your nearest branch

    Find a branch

    Get personalized investment advice

    Build my wealth

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

    *Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.