Home > ... > Business Banking > Small Business > Wealth management solutions > Investments and investment services

Investments and investment services

Feel comfortable with your investment plan

Build a more diversified investment portfolio for you or your business. Servus Wealth Strategies can give you access to a wide range of investment products so you can feel comfortable about your investment options. Our wealth advisors will discuss investment products that may align with your financial interests. They can recommend everything from mutual funds and term deposits to stock and bonds.

  • Choose from over 3,000 brand name mutual funds. Our expert research and solid money management advice can help you make the best choice.
  • Term deposits and GICs are suited to a wide variety of people. They offer a safe and secure way to obtain steady growth.
  • Our wealth advisors can help you determine if stocks and bonds fit with your investment goals.
  • Servus Wealth Strategies offers you access to a variety of life annuities and segregated funds.

Make an appointment

 

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. and mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer which insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.

Enter your branch for account features

Search by address, city/town or postal code.

Please try another search term or view a list of branches.

Branches near you: