Todd Szakacs

Ask about investments, insurance, retirement and estate planning.

Todd Szakacs
Planner
Servus Wealth Strategies
Investment Advisor
Credential Securities

Todd has worked in the investment industry for over 15 years, and he is an expert in wealth planning.

He knows that his members’ financial goals reflect their attitudes, beliefs and values. And he uses this knowledge to develop tailored investment plans to guide them now and in the future. In each plan, he aims to create peace of mind, allowing members to focus on what is most important to them.

Todd provides expert advice to our members. His door is always open.

Contact

Contact Todd at 403.347.6685
Todd.Szakacs@servus.ca

Meet the team

Liz Lowe
Associate
403.887.1215 ext. 23518

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.

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