Ask about investments, insurance, retirement, and estate planning.
Servus Wealth Strategies
Credential Securities Inc.
Lesley is a certified financial planner (CFP®) professional with over 25 years of financial services experience. She has dedicated 10 of those years to helping members with wealth management.
Lesley sees the potential for financial success in every member. She’ll tailor her advice to your needs and help you find the best approach to meeting your goals.
Lesley serves members at our Alix, Blackfalds, Bashaw, Delburne, Elnora and Ponoka branches. Her door is always open.
Meet the team
403.704.2690 ext. 21177
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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.