Enter your branch to sign in

Home>My business>Small business>Wealth management solutions
Print Share

Wealth management solutions 

Looking after your business and your role within it

Managing your wealth is more than growing your money. It also involves protecting your wealth through appropriate insurance options and determining how your estate will be handled.
 
Wherever you are in your business journey, it’s a good idea to monitor and evaluate your investments, insurance and estate planning needs.

Benefits for your business:

  • Build your money through an investment strategy suited to you.
  • Protect your wealth against unexpected events.
  • Create a legacy for the futures.

Investments and investment services

Build a more diversified investment portfolio for you or your business. Servus Wealth Strategies can give you access to a wide range of investment products so you can feel comfortable about your investment options.

Wealth protection

Life and disability insurance protects your income and standard of living. An insurance plan allows you to identify the risks you may face and put the right protection in place to lessen the impact of a negative situation on your long-term financial goals.

Estate planning

Your business is an asset that will be included as part of your estate. Planning your estate now will allow you to create the legacy you want to leave.

Succession planning

If you’re planning to retire, sell your business or turn the business over to the next generation, you may need a well thought out succession plan. Business succession planning will help with a smooth transition from you to the future owners of your business.

Make an appointment

 

*Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments. Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer which insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.