Michael Wong

Ask about investments, retirement, and estate planning.

Investment Advisor
Servus Wealth Strategies
Credential Securities

Michael is a CERTIFIED FINANCIAL PLANNER^® professional with 13 years of experience. He provides tailored expert advice to help members achieve their goals and dreams at every stage of their life.

When developing a financial plan, Michael looks at many factors. He’ll work with you to assess your current and future needs so you can make choices that are right for you.

Michael serves members at five Servus branches: Namao Centre, Manning, Fort Saskatchewan, Gibbons and Lamont. His door is always open.

Contact

Contact Michael at 780.638.7718
Michael.Wong@servus.ca

Meet the team

Leanne Carson
Investment Advisor Associate
780.638.8922

Tools & resources

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

*Mutual funds are offered through Credential Asset Management Inc. 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.

Michael Wong

Ask about investments, retirement, and estate planning.

Contact

Meet the team

Tools & resources

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