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Servus Wealth Strategies
Credential Securities Inc.
Timothy is a personal financial planner (PFP®) professional who has worked in the financial services industry for over 13 years. His focus is providing expert investment advice and estate planning.
Timothy believes in taking time to know our members and their personal situation. He’ll tailor his advice to meet your unique needs, helping you understand risk and plan for the future.
Timothy serves members at our Grande Prairie, Fairview and Grimshaw branches. 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.