Ask about investments, insurance, retirement, and estate planning.

Senior Wealth Advisor Servus Wealth Strategies Aviso Wealth

Lynette is a CERTIFIED FINANCIAL PLANNER^® professional and certified elder planning counselor with over 22 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, Lynette focuses on their unique financial needs at each stage of life. The plans and solutions she recommends are tailored to help members build their wealth, protect their income and, eventually, transfer their estate.

Lynette provides expert advice to our members. Her door is always open. If you don’t have a financial plan, she can provide the right solution.

Contact

Contact Lynette at 403.342.8886
Lynette.Wolokoff@servus.ca

Meet the team

Monica Hamilton
Senior Wealth Advisor Associate
403.342.8886

Nicole Simons
Senior Wealth Advisor Associate
403.342.8886

Tools & resources

• IIROC Advisor Report
• Investment goal calculator
• Investor profile questionnaire