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Danny Phan

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Danny Phan
Investment Advisor
Servus Wealth Strategies
Credential Securities Inc.

Danny is a personal financial planner (PFP®) who specializes in wealth management. He has over 15 years of experience working in the financial services industry.

Danny is committed to looking after the financial well-being of his members, and he works hard to make sure they get the tools and advice they need to meet their goals. He’ll aim to ensure you have a positive experience as he works with you to develop the right investment solutions for your situation.

A long-time Edmonton resident, Danny serves members at our 107 Avenue, Athabasca, Inglecroft and Palisades branches. His door is always open.

Contact

Contact Danny at 780.638.8826
Danny.Phan@servus.ca

Meet the team

Diana Leong
Investment Advisor Associate
780.638.7484

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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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