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Servus Wealth Strategies
Stacey holds her Personal Financial Planner® and Certified Financial Planner designations. She has focused on building member’s wealth strategies for over seven years and has worked in financial services for over 20 years.
Stacey is passionate about helping our members achieve their financial goals by building customized financial solutions for their unique situation. She believes that having a sound financial plan is the key to creating financial fitness.
Stacey provides expert advice to members at our Calgary, Lethbridge and Crowsnest Pass branches. Her door is always open.
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.