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.