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Servus Wealth Strategies
Adam is a Certified Financial Planner (CFP®) professional with over 8 years of wealth experiences. He believes in providing our members with a financial plan tailored to their needs and lifestyle. He’ll help to ensure you understand how to make your money work for you and to keep you on track to achieve your goals.
Adam serves members at our Lacombe branch and his door is always open. Talk to him about strategies you can use to become financially independent.
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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 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.