Investment administration services allow you to appoint a professional agent to direct some or all of your financial affairs. You retain legal ownership and control of your assets and can have as much, or as little, involvement as you choose.
Servus Credit Union, through Concentra Trust, ensures that assets are being managed in accordance with your instructions and that the financial transactions are completed on time. Accurate records are maintained and regular statements are provided. You are kept informed about the operation of your finances and if your needs change, your plan can be modified to meet those needs.
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Find out more about investment administration
To find out more about our trust and estate services, please feel free to submit a request for information, or make an appointment at your local branch today.
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*Servus Credit Union trust services provided through Concentra Trust.