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Servus Wealth Strategies
Credential Securities Inc.
Steven is a Personal Financial Planner professional with over 13 years of industry experience. He’s passionate about his work and always strives to help members get the most out of their money.
When working with members, Steven focuses on building customized financial solutions for their unique situation. He believes that having a sound investment and retirement plan is the key to achieving their goals and dreams.
Steven provides expert advice to members at our Lloydminster and Mundare branches.
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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.