Servus Wealth Strategies

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Discover life insurance that fits your needs

Protecting your assets is important. So is protecting you and your family’s future. Let’s find a life insurance coverage that's recommended for your individual circumstances.

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How it works...

Inform

Input some basic information about yourself and the coverage you're looking for.

Analyze

Based on your information, our tool will scan our insurance providers to find the solutions best suited to your needs.

Recommend

Once the analysis is complete, you'll receive a report that outlines the coverage recommended for you.

Advice

One of our Insurance Specialists will get in touch to answer your questions, offer advice and guide you through putting coverage in place.

*When inputting your information, we recommend selecting "I'm not sure how much I need" for the amount of insurance you require. Choosing this option will allow you to input additional information about your financial situation and allow our tool to provide a more in-depth recommendation for you.



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Why should I get insurance?

63% of Canadians believe insurance is a way to take control over an unpredictable situation.

26% are not confident their family would be able to cover housing costs in the event of death.

Despite recognizing the importance of life insurance, 35% say they do not have a life insurance policy in place.

Let’s find your peace of mind

Easy to understand

Your recommendation will come with a glossary to help you understand the solutions that have been recommended.

Comparison of options

We'll take your needs into account and scan a variety of insurance providers to recommend the coverage that suit you best.

Advice from experts

Our team of licensed Insurance Specialists have the experience and expertise to provide you the insurance planning advice you need.

Who we are

Servus Wealth Strategies is a subsidiary of Servus Credit Union, offering financial planning, life insurance and investments. Your wealth strategy guides the financial planning process with a customized mix of estate planning, tax planning, investment planning, retirement planning and insurance planning.

Focused specifically on the insurance planning piece of your wealth strategy, our team of insurance specialists work to integrate life, critical illness and disability insurance into your financial plan.







Meet our licensed Insurance Specialists

Andrew Baron 

Andrew Baron

780.638.8049
Email Andrew

Paul Horrell - Insurance Specialist 

Paul Horrell

780.638.8257
Email Paul

Sanjesh Bali - Insurance Specialist 

Sanjesh Bali

780.638.8190
Email Sanjesh

Todd Elliot - Insurance Specialist 

Todd Elliott

780.638.8195
Email Todd

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Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd., offering financial planning, life insurance and investments.

Life Design Analysis provides the tool that allows the insurance analysis and recommendations to be completed. The information you input will be leveraged to assess the amount and type of coverage you require and generate the recommendations that will be provided in a PDF report which you can download. Your information is not being stored anywhere for further marketing or solicitation. The life licensed advisor noted on the report will follow up with you to answer any questions you may have regarding the report and discuss the recommendations if you wish to proceed further. You are not obligated to proceed further. We encourage you to keep your report for future reference.


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