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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 Danny at 780.638.8826

Meet the team

Diana Leong
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.

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