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Servus Wealth Strategies
Lorne is a certified financial planner (CFP®) professional with over 16 years of experience working in the financial services industry.
Lorne believes that the key to long-term success is to build a portfolio with core holdings in safe, conservative investments. In his words, a “return of principle is more important than a return on principle.”
Lorne was raised in Edmonton but has spent time working overseas. His international experience has given him an appreciation for different cultures and the ability to connect with people from diverse communities.
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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.