Servus Wealth Strategies Credential Securities - Investment Adviser of the Year
Colleen is a certified financial planner (CFP®) professional who has worked in the financial services industry for 13 years. Her experience in banking, lending, investments and financial planning helps her give members relevant and up-to-date advice.
Colleen enjoys working with a team that truly values its members. She feels everyone should have a financial plan that they understand and that moves them toward their goals. If you don’t have a plan yet, Colleen can get you started.
Colleen provides expert advice to her members. Her door is always open.
About Servus Wealth Strategies
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 future.
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.
Life and disability insurance helps to protect 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.
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.
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.
Servus Wealth Strategies advisers are ready to help you meet your financial objectives. Contact an adviser to set up an appointment on our Advisers page today: www.servus.ca/advisors
We have branch locations across Alberta to help serve you better.
Call 1.877.378.8728, find the closest branch or contact us for more information.