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Home»My business»Business solutions»Business owner solutions

Business owner solutions 

Owner solutions 

As a business owner you're responsible for managing your business today, but also for looking after its future. Don't overlook one of your key assets – You!. Servus Credit Union provides products and services to help you look after your business and your role in it.

Business succession planning

Whether you're planning to retire, sell your business or turn the business over to the next generation, you'll benefit from a well thought out succession plan. Business succession planning will help with a smooth transition from you to the future owners of your business. You'll also benefit from looking at your personal plans for the future and how your business fits into your estate.


Build a more diversified investment portfolio for you or your business with mutual funds* and other investment products. Servus Credit Union will match your financial interests with the perfect investment products through our Credential Asset Management Inc. Mutual Funds Investment Specialists and Credential Securities Inc. Investment Advisors. They can recommend everything from mutual funds and term deposits to stocks* and bonds.* We can also offer you access to life annuities and segregated funds** through our partnership with Servus Wealth Strategies.


A wise business owner takes steps to ensure stability during a crisis. Servus Credit Union, through our partnerships with Servus Wealth Strategies** and other providers, is able to offer a full line of insurance products at very competitive rates.

  • Credit life and disability insurance is available for business authorized overdrafts.
  • Group Mortgage Protection on fixed payment commercial mortgages or business loans pays out the outstanding balance of the loan in the event of death.
  • Life insurance coverage, independent of any credit, can be used to provide protection in the event of the death of the business owner or key management personnel.
  • Travel insurance provides for out of province excess hospital and medical, accidental death and disablement and trip interruption.

Find business owner solutions

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Exceptional service means bringing the right experts to the table.

Through our partnerships, Servus gives you access to experts to help you with your financial plans.