Ask about investments, insurance, retirement, and estate planning.
Servus Wealth Strategies
Colleen is a certified financial planner (CFP®) professional who has worked in the financial services industry for eight years. Her experience in banking, lending, investments and financial planning helps her give members relevant and up-to-date advice.
Colleen enjoys working with a team that truly values its members. She feels everyone should have a financial plan that they understand and that moves them toward their goals. If you don't have a plan yet, Colleen can get you started.
Colleen serves members at our South Hill and Innisfail branches, and her door is always open.
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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.