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Servus Wealth Strategies
Todd has worked in the investment industry for over 15 years, and he is an expert in wealth planning.
He knows that his members’ financial goals reflect their attitudes, beliefs and values. And he uses this knowledge to develop tailored investment plans to guide them now and in the future. In each plan, he aims to create peace of mind, allowing members to focus on what is most important to them.
Todd serves members at our Sylvan Lake branch, and his door is always open.
Meet the team
403.887.1215 ext. 23518
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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.