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Bring your investments full circle

A wealth strategy goes beyond investing

A comprehensive wealth strategy guides the entire financial planning process through a customized mix of estate planning, tax planning, investment planning and wealth protection. Uncover your financial goals with our experts. We'll create a plan to get you there.

Build my wealth

Choose from these popular products and investment plans...

Guaranteed Investment Certificates

GICs are a risk-free way to balance your portfolio and plan for short-term goals.

See my options

Registered Retirement Savings Programs

RRSPs help you save for retirement and get you a tax break in the meantime.

Retire sooner

Tax-Free Savings Accounts

Earn interest without being taxed on it. TFSAs pair nicely with other investment products for bigger earnings.

Go tax-free

Mutual Funds*

Pool your money with other investors and have it professionally managed in the pursuit of earnings.

Build my portfolio


Part of a diversified portfolio, you own a share of a company's assets.


Registered Education Savings Plan

Start saving now so that come graduation, there's no excuse.

Send my kid to college


Bonds are generally a lower-risk investment and part of a balanced portfolio.

Play it safe

... and more!

The product or plan you're looking for isn't here? We have more just waiting for you...

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With us your investments earn more than just interest.

Earn 0 per year*
in Profit Share® Rewards with investments of:

Invest online or through a full service brokerage?

Full service brokerage*

Work with Credential Securities senior wealth advisors across the province to create a full service investment plan that’s right for you.  I want guidance and expertise ›

Online brokerage*

Members get access to Qtrade Direct Investing, consistently ranked Canada’s #1 online investing platform. Write Your Own Future ›

The value of advice

Don't leave money on the table

Households that work with a financial advisor for four to six years typically have almost 70% more assets than households that don't. At Servus, our advisors provide an extensive range of services so you can get more for your money.

Tell me more... Who can I work with?

Investing  IN YOUR FINANCIAL education

You've got questions about investing...

... we'll try and answer them. Our expert investing advice isn't only available by meeting with an advisor (though we highly recommend it!). The Servus blog features all kinds of information to help you navigate through the complicated acronyms and financial jargon.  
Start learning

*Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write Your Own Future are trade names and/or trademarks of Aviso Wealth. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.


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