Ask about investments, insurance, retirement, and estate planning.
Servus Wealth Strategies
Credential Securities Inc.
Lorne is a certified financial planner (CFP®) professional with over 16 years of experience working in the financial services industry.
Lorne believes that the key to long-term success is to build a portfolio with core holdings in safe, conservative investments. In his words, a “return of principle is more important than a return on principle.”
Lorne was raised in Edmonton but has spent time working overseas. His international experience has given him an appreciation for different cultures and the ability to connect with people from diverse communities.
Meet the team
Investment Advisor Associate
Return to investment advisors listing
Tools & resources
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.