Ask about investments, retirement, and estate planning.

Investment Advisor Servus Wealth Strategies Credential Securities

Jason is a Certified Financial Planner (CFP^®) who began his career in the financial services industry in 1992. He has focused most of his time on providing wealth management services.

Jason believes that financial health is built from good planning. He uses solid, proven investment principles and wealth management concepts to help his members meet their financial goals.

Born and raised in Medicine Hat, Jason has strong ties to the community. He provides tailored expert advice to members at our Medicine Hat Southview and Redcliff branches. His door is always open.

Contact

Contact Jason at 403.528.6544
Jason.Becker@servus.ca

Meet the team

Melissa Liptak
Investment Advisor Associate
403.528.6504

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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.