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Servus Wealth Strategies
Credential Securities Inc.
Sandy is a Certified Financial Planner® professional with over 12 years of industry experience. She’s passionate about her work and always strives to help members get the most out of their money.
When working with members, Sandy focuses on building customized financial solutions for their unique situations. She believes that every member has different needs and priorities, and prides herself on understanding these differences to allow them to reach their financial goals and dreams.
Sandy provides expert advice to members at our Sherwoord Park branches.
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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.