Regional Manager Wealth Management, Servus Credit Union
CurrentI lead a team of Wealth Management Processionals in and around the Edmonton Area. We are hard a working team focused on creating quality Financial Plans for all walks of life from just starting out, to building wealth, to family planning and on to retirement including investment strategy and tax optimization. The Servus Credit Union Noble Purpose, which is the core of who we are and what we do, is Reimaging Financial Fitness. We provide appropriate advice, support and tools that enable informed money management decisions because if puts people in the drivers seat and helps them feel good about their money. It would be great to connect, and show you exactly what we can do for you!