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Servus Wealth Strategies
Mark Yip is a Certified Financial Planner® professional and an expert in wealth management. He has 15 years of experience working in the financial services industry, along with a bachelor of science from the University of Alberta.
Mark is passionate about helping his members achieve their financial goals by becoming familiar with their unique financial situations and simplifying the wealth management process. In working with his team, you’ll get expert advice and tailored financial strategies to help you live the life you want.
Mark is a lifelong Albertan, and he knows what Albertans want from their wealth management experience. He enjoys using his financial expertise to serve members at our Leduc, Devon, Ellerslie, Harvest Pointe and South Edmonton 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.