Ask about investments, insurance, retirement, and estate planning.
Servus Wealth Strategies
Credential Securities Inc.
Catrina is a certified financial planner (CFP®) with over 12 years of financial services experience. Her focus areas are investments, insurance, and estate and tax planning.
Whether you’re an individual, family or business, Catrina will work with you to create a full financial plan that’s flexible and easy to understand. She knows that any financial plan must be adaptable to life’s ups and downs. She’ll design your plan to meet your needs and get the most out of opportunities as the market and investment products change.
Catrina serves members at our Blackfoot, Fort McMurray, McKenzie Towne and TransCanada Centre branches, and her door is always open.
Meet the team
Investment Advisor Associate
403.720.2986 ext 25691
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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, financial planning and other securities are offered through Credential Securities Inc.. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.