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Servus Wealth Strategies
Credential Securities Inc.
Colleen is a certified financial planner (CFP®) professional who has worked in the financial services industry for eight years. Her experience in banking, lending, investments and financial planning helps her give members relevant and up-to-date advice.
Colleen enjoys working with a team that truly values its members. She feels everyone should have a financial plan that they understand and that moves them toward their goals. If you don't have a plan yet, Colleen can get you started.
Colleen serves members at our South Hill, Taylor Plaza, Innisfail, and Three Hills branches, and her door is always open.
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Investment Advisor Associate
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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.