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Investment advisors 

Servus Wealth Strategies and Credential® advisors are ready to help you meet your financial objectives. Contact any of the advisors below to set up an appointment today.

If you don't see your region listed, we have branch locations across Alberta to help serve you better. Call 187SERVUSCU, find the closest branch or contact us online for more information.

Region Your advisors Branches
Northern Alberta Kristina Beier City Centre, Millwoods, Millcreek Meadows, Southside Business Banking, Drayton Valley Kristina Beier
Mitchell Breen 149th Street, Lac La Biche, Plamondon, Southgate, St. Paul Mitchell Breen
Luciano Competrini Wealth Management Office
(300, 8723 - 82 Ave, Edmonton)
Luciano Comptrini
Fred Dunn Wealth Management Office
(300, 8723 - 82 Ave, Edmonton)
Fred Dunn
Donna Gehmlich Barrhead, Beverly, Delton, Slave Lake, Westlock Donna Gehmlich
Jamie Holmes Andrew, Lloydminister, Provost Jamie Holmes
Duc Nguyen Bonnie Doon, Capilano, Entwistle, Kingsway, Whitecourt Duc Nguyen
Stan Penner Terwillegar Stan Penner
Danny Phan 107th Avenue, Athabasca, Inglecroft, Palisades, Petroleum Plaza Danny Phan
Lorne Rosenberger Wealth Management Office
(300, 8723 - 82 Ave, Edmonton)
Lorne Rosenberger
Catrina Roth Downtown Fort McMurray, Timberlea Landing Catrina Roth
Neil Salsbury Spruce Grove, Stony Plain, Wabamun Neil Salsbury
Kevin Skinner Legal, Morinville, St. Albert Kevin Skinner
Wes Thomas Callingwood, Grande Cache, Hinton, Jasper, Westgate Wes Thomas
Timothy Way Fairview, Grande Prairie, Grimshaw Timothy Way
Michael Wong Fort Saskatchewan, Gibbons, Lamont, Mundare, Namao Centre Michael Wong
Mark Yip Devon, Ellerslie, Harvest Pointe, Leduc, Windermere Mark Yip
Central Alberta Charissa Cummings Clearview, Deer Park, North Hill Charissa Cummings
Colleen Gillam Innisfail, South Hill, Three Hills, Taylor Plaza Colleen Gillam
Lesley Grose Alix, Bashaw, Blackfalds, Delburne, Elnora, Ponoka Lesley Grose
Greg Hebert Bentley, Rimbey Greg Hebert
Todd Szakacs Sylvan Lake Todd Szakacs
Adam Wolfe Lacombe Adam Wolfe
Lynette Wolokoff Parkland Square and
Business Banking Centre
Lynette Wolokoff
Southern Alberta Jason Becker Redcliff, Southview, Suffield Jason Becker
Darcy Douma Bow Island, Crescent Heights, Downtown Medicine Hat Darcy Douma
Catrina Roth Blackfoot, Bowness, Creekside, McKenzie Towne, Mount Royal, Sunridge, TransCanada Centre Catrina Roth

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Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.