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Colleen Gillam

Ask about investments, insurance, retirement, and estate planning.

Colleen Gillam
Investment Advisor
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.

Contact

Contact Colleen at 403.505.3800
Colleen.Gillam@servus.ca

Meet the team

Allison Clark
Investment Advisor Associate
403.342.9367

Return to investment advisors listing

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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.

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