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Servus Wealth Strategies
Duc is a Chartered Investment Manager (CIM®) with over 10 years of experience working in the financial services industry.
He is passionate about helping our members create a financial plan tailored to their unique situation. He believes that having a sound plan is the key to developing financial fitness.
Duc serves members at our Entwistle, Spruce Grove, Stony Plain, Wabamun and Whitecourt branches. His 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.