Bring your investments full circle
A wealth strategy goes beyond investing
A comprehensive wealth strategy guides the entire financial planning process through a customized mix of estate planning, tax planning, investment planning and wealth protection. Uncover your financial goals with our experts. We'll create a plan to get you there.
Choose from these popular products and investment plans...
Guaranteed Investment Certificates
GICs are a risk-free way to balance your portfolio and plan for short-term goals.See my options
Registered Retirement Savings Programs
RRSPs help you save for retirement and get you a tax break in the meantime.Retire sooner
Tax-Free Savings Accounts
Earn interest without being taxed on it. TFSAs pair nicely with other investment products for bigger earnings.Go tax-free
Pool your money with other investors and have it professionally managed in the pursuit of earnings.Build my portfolio
Registered Education Savings Plan
Start saving now so that come graduation, there's no excuse.Send my kid to college
Invest online or through a full service brokerage?
The value of advice
Don't leave money on the table
Households that work with a financial advisor for four to six years typically have almost 70% more assets than households that don't. At Servus, our advisors provide an extensive range of services so you can get more for your money.
Investing IN YOUR FINANCIAL education
You've got questions about investing...
*Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Investor. Mutual funds and other securities are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.