Ask about investments, insurance, retirement, and estate planning.
Servus Wealth Strategies
Credential Securities Inc.
Mitchell is a certified financial planner (CFP®) professional with over 10 years of experience providing financial services. Since 2009 his focus has been wealth planning.
Mitchell is passionate about helping our members achieve their financial goals by understanding their unique situation. He’ll combine his extensive experience with that of his team to give you a customized financial strategy.
Mitchell lives in Edmonton with his wife and young son. He serves members of our branch in St. Paul, as well as our Southgate, 149th Street, Lac La Biche and Plamondon branches in Edmonton. His door is always open.
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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.