Ask about investments, insurance, retirement, and estate planning.
Servus Wealth Strategies
Lynette is a Certified Financial Planner (CFP®) professional and certified elder planning counselor with 18 years of industry experience. She’s passionate about her work and always strives to help members get the most out of their money.
When working with members, Lynette focuses on their unique financial needs at each stage of life. The plans and solutions she recommends are tailored to help members build their wealth, protect their income and, eventually, transfer their estate.
Lynette serves the Parkland Square and Business Banking Centre branches in Red Deer, and her door is always open. If you don’t have a financial plan, she can provide the right solution.
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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.