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News & AnnouncementsBuilding wealth
Here's what goes into your wealth strategy...
Retirement planning
What do you picture for your life after work? We can help you achieve your vision.
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Investment planning
With so many options, how do you choose ? We'll help you to decide what to put where.
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Insurance planning
Protect your family’s future with an insurance plan designed to meet your unique needs.
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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 moreWealth advice straight from our experts
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?
Our experts
Licensed financial advisors
Will provide you access to investments and assist with your everyday banking needs.
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Investment specialists
Dedicated advisors that work with you to develop a financial plan to reach your goals.
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Who should I talk to?
Not sure which type of advisor is right for your financial journey?
Help me chooseInvest online or through a full service brokerage?
Full service brokerage*
Work with Credential Securities investment advisors across the province to create a full service investment plan that’s right for you. I want guidance and expertise ›
Online brokerage*
Members get access to Qtrade Direct Investing, consistently ranked Canada’s #1 online investing platform. Write your own future ›
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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. |