Bring it all together
What's your $1 million wealth strategy?
Your wealth strategy guides the financial planning process with a customized mix of estate planning, tax planning, investment planning and wealth protection. It's common to hear that you need at least $1 million to retire and right now, your wealth strategy could help you win $1 million in the Servus Big Share™ Contest!
Talk to a wealth advisor today to learn more and start working towards your $1 million.
Here's what goes into your wealth strategy...
What do you picture for your life after work? We can help you achieve your vision.Start learning
With so many options, how do you choose ? We'll help you to decide what to put where.See my options
Protect your family’s future with an insurance plan designed to meet your unique needs.Tell me more
Wealth advice straight from our experts
Make the most of your financial plan
We'll review your current situation and talk about your financial vision so we can draft a strategy that works for you. Before your appointment take a few moments to think about what your ideal future looks, so we can help you achieve it. Do you want to…
- Give back to your community?
- Start a business?
- Retire early?
Licensed financial advisors
Will provide you access to investments and assist with your everyday banking needs.Find my nearest branch
Dedicated advisors that work with you to develop a financial plan to reach your goals.Find a specialist
Invest online or through a full service brokerage?
Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc.