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Servus Wealth Strategies
Credential Securities Inc.
Jamie has worked in the financial services industry since 1995. He has a broad range of experience in retail banking and investments. And his current focus is investment, retirement and financial planning.
Jamie believes in sitting down with members and taking them through the planning process step by step. Understanding their goals allows him to offer expert advice and a tailored plan that can be updated as their needs change.
Building strong community ties is also important to Jamie. He serves members at our Dewberry, Elk Point, Lloydminster, Mundare and Provost branches, and his 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.