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Servus Wealth Strategies
Credential Securities Inc.
Donna is a certified financial planner (CFP®) professional with 15 years of experience working in the financial services industry. Her specialties are wealth management and retirement planning.
Donna works with members to find the best strategy for achieving their financial goals. She’ll give you tailored expert advice to help you meet your unique needs and make sure you see the big picture without missing the small details.
Donna serves members at our Delton, Beverly, Barrhead, Westlock and Slave Lake branches. 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.