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

Investment Advisor Servus Wealth Strategies Credential Securities

Danny is a wealth professional with over 20 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 our Slave Lake, Athabasca, Inglecroft, Palisades and Petroleum Plaza branches. His door is always open.

Contact

Contact Danny at 780.638.8826
Danny.Phan@servus.ca

Meet the team

Minh Nguyen
Senior Wealth Advisor
780.638.7484

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Tools & resources

• IIROC Advisor Report
• Investment goal calculator
• Investor profile questionnaire

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 Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.