Danny Phan

Ask about investments, insurance, retirement, and estate planning.

Danny Phan
Senior Wealth Advisor
Servus Wealth Strategies
Aviso Wealth

Danny is a wealth professional with over 22 years of experience in the industry, specializing in wealth management.

Danny is committed to looking after the financial well-being of his members, and he works hard to make sure they get the tools and advice they need to meet their goals. He’ll aim to ensure you have a positive experience as he works with you to develop the right investment solutions for your situation.

A long-time Edmonton resident, Danny serves members at branches throughout the city and surrounding area. His door is always open.

Contact

Contact Danny at 780.638.8826
Danny.Phan@servus.ca

Meet the team

Minh Nguyen
Senior Wealth Advisor Associate
780.638.7484

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 Aviso Wealth, a division of Aviso Financial Inc.

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