Home > ... > Life > Investing > Investment advisors > Ivan Paez

Ivan Paez

Ask about investments, insurance, retirement, and estate planning.

Headshot of Ivan Paez
Investment Advisor
Servus Wealth Strategies
Credential Securities

Ivan is a wealth professional with over 10 years of experience in the financial industry. He takes pride in making a difference in his members lives and genuinely cares for those he helps.

To create financial plans aligned to his member's goals, Ivan first works to understand their vision and what matters the most to them. He believes that financial independence is the freedom to live your life on your own terms and his passion is to help his members achieve that independence.

Ivan provides expert advice to members at our Beverly branch in Edmonton, South 40 branch in Grande Prairie and at our Edson and Westlock branches. His door is always open.

Contact

Contact Ivan at 780.719.3434
Ivan.Paez@servus.ca

Meet the team

Lesa Mueller
Investment Advisor Associate
780.638.8630

Return to investment advisors listing

Tools & resources

 

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.

Enter your branch for account features

Search by address, city/town or postal code.

Please try another search term or view a list of branches.

Branches near you: