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Adam Harvey*
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Ben Vandervies, MSc.*
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Elena Pencheva*
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Jamie Hauck*
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Nabila Mirza*
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Natascha Haas*
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Olena Rassokha
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Sajan Kunnambath*
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Saqib Khan*
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Terry Campbell*
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Travis Devenney*
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Vaishali Dubal* MSc, CFP
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Viktoriia Rassokha*
Wealth Specialist
Servus Credit Union
Mutual Funds Representative
Aviso Wealth
Servus Credit Union
Aviso Wealth
Servus Credit Union
Aviso Wealth
Adam has worked in the financial industry for over 15 years, many of which have been focused on working with people to create long-term investments for their future. A dedicated and life-long learner, Adam obtained his Personal Financial Planner designation in 2019.
In his current role as a Wealth Specialist at Servus Credit Union Ltd., Adam engages with his members to understand their current financial position and to learn more about their financial goals. As a Financial Planner, he works together with his clients to determine the best path to help them be closer to reaching their financial goals. He employs a variety of long-term investment strategies, utilizing a variety of investment options, to help members have control of their wealth and future.
Adam knows that financial journeys will likely take many turns along the way, so he focuses on how he can help clients navigate through big life events that can impact their finances, such as: unexpected job loss, marriage, children, marriage breakdown, and early retirement. He looks forward to working with members to help them understand the wealth process and create strategies to achieve their goals.
Contact me:
E. aharvey@connectfirstcu.com
P. (587) 574-4104
Toll Free: 1 (888) 361-2059
Branches Supported: Okotoks and Shawnessy
Servus Credit Union
Aviso Wealth
Ben comes from a background specializing in high-level coaching, obtaining a Master’s degree in Sports Psychology and working with high-level athletes. While finance and investing may appear different from athletics, Ben applies his practice of goal setting, developing strategic roadmaps, and maintaining discipline to help individuals and families achieve their dreams. As a Wealth Specialist with Servus Credit Union Ltd. and Mutual Funds Representative with Aviso Wealth, he’s a passionate advocate for financial wellness.
Ben believes that money is instrumental in life. He understands that, when we invest in retirement, we are really investing in the vacations a person can take with their spouse, the memories they’re sharing with their grandchildren, and the protection they need from unnecessary risks. He sees the big picture and feels that all goals and dreams have a financial factor to them - his goal is to help his members to live theirs.
E. bvandervies@connectfirstcu.com
P. (587) 574 4126
Toll Free: 1 (888) 361-2059
Branches Supported: Dalhousie, Crossfield
Servus Credit Union
Aviso Wealth
Elena started her career in the financial industry in 2006. Elena is currently a trusted Wealth Specialist with Servus Credit Union Ltd. and Mutual Funds Representative with Aviso Wealth, focusing on providing investment and financial advice and support for families for long-term success.
With over 19 years of experience, Elena provides her clients with knowledgeable financial advice, helping them achieve their financial goals now and in the future. Helping members succeed financially is her passion. Elena has a strong set of values that guide her in the work that she does. She endeavours to honour her commitment to her members, to be sincere, and to be a genuine role model for her children.
When Elena is away from the office, she likes traveling, exploring, dancing, and making new friends whenever she goes.
Contact Me:
E. epencheva@connectfirstcu.com
P. (587) 574-3065
Toll Free: 1 (888) 361-2059
Branches Supported: Langdon and South Trail
Servus Credit Union
Aviso Wealth
Jamie began her role with the credit union over a decade ago, helping members with their daily banking needs. While her role has evolved over the years, her focus on helping members has never changed. Today, Jamie works with members to build their wealth and financially prepare for their goals as a Wealth Specialist with Servus Credit Union Ltd., and Mutual Funds Representative with Aviso Wealth.
As a mutual fund advisor, Jamie also holds a responsible investment specialist designation. This is reflected in how she works with members, with a focus on creating sustainable solutions for their future. Jamie is passionate about partnering with her members, helping them to write their own unique financial story that can help them to reach their dreams. It’s important to Jamie that the work that she does with her members makes a positive difference in their lives and their future.
Outside of work Jamie enjoys making memories with her family. Preferably in the mountains or somewhere with palm trees!
Contact me:
E. jhauck@connectfirstcu.com
P. (403) 376-3438
Toll Free: 1 (888) 361-2059
Branches Supported: Bassano, Brooks, Lomond, and Medicine Hat
Servus Credit Union
Aviso Wealth
Nabila has been working with people to help them make sense of their money for over a decade. Being a Financial Planner (QAFP designation), she understands the responsibility to provide her members with the best service, while keeping ethics and confidentiality top of mind.
As a Wealth Specialist with Servus Credit Union Ltd. and Mutual Funds Representative with Aviso Wealth, Nabila works hard to help her members realize their goals and make them achievable. She believes that all Albertans deserve guidance in identifying their goals and creating a financial roadmap to reach them, regardless of where they’re at in their life.
Outside of work, Nabila likes to spend time in the mountains, camping in the summer and riding snow-clad trails in the winter. When it comes to taking the time to unwind, you can find her taking long drives or soaking in hot springs.
Contact me:
E. nmirza@connectfirstcu.com
P. (403) 559-7500
Toll Free: 1 (888) 361-2059
Branches Supported: Olds, Didsbury, Sundre, Red Deer, Eckville, Fort Saskatchewan
Servus Credit Union
Aviso Wealth
Natascha began her career in finance in 2006 with an international bank, where she worked in private wealth management for international clients. Since then, she has continued to focus on private wealth while also branching into management roles for different international companies.
In 2021, Natascha immigrated from Switzerland to Alberta, where she now serves as a Wealth Specialist at Servus Credit Union Ltd. In her current role, she assists Albertans in reaching their financial goals by helping them develop a financial roadmap and strategies designed to achieve the best outcomes for their future. Natascha wants all members that she works with to feel confident in their future.
An eternal optimist, Natascha believes that a positive mindset enables her to see opportunities rather than just risks. She places a strong emphasis on kindness, support, and personal growth, values that she upholds both at home and in her professional life.
Outside of work, Natascha cherishes spending time with her husband and her sons, who are her anchors in life. She is also a passionate equestrian. Growing up with horses, they remain an essential part of her life, and she dedicates much of her free time to practicing and competing in Cutting events with her horses.
Contact me:
E. nhaas@connectfirstcu.com
P. (587) 444-2348
Toll Free: 1 (888) 361-2059
Branches Supported: Claresholm, Fort MacLeod, Nanton, and Vulcan
Servus Credit Union
Aviso Wealth
Olena has spent a decade working in the financial industry, gaining a diverse set of skills that help her to assist her members in a holistic way – she understands that there’s a lot more to financial success than just money. As a Wealth Specialist with Servus Credit Union Ltd., Olena puts the peace of mind of her members first. Through asking great questions and thoughtful planning, she works with each member’s unique goals and desires to create an approach that will help them to create the financial future that they’re dreaming of.
Even though Olena has lived in Calgary for several years, the beauty of the area still leaves her in awe. When she’s not helping people plan for their financial success, she can be found taking it all in outdoors and on the hiking trails.
Contact me:
E. orassokha@connectfirstcu.com
P. (403) 710-5969
Toll Free: 1 (888) 361-2059
Branches Supported: Virtual
Servus Credit Union
Aviso Wealth
Sajan has a Bachelor’s degree in Business Management and has spent over 10 years in the financial industry, with experience in lending and investment banking. He’s currently a Wealth Specialist with Servus Credit Union Ltd. and Mutual Funds Representative with Aviso Wealth, where he specializes in helping individuals and families achieve their financial goals and dreams.
Sajan understands that every member’s situation is unique, and as such, so are their needs. He takes the time to understand them and their financial situation to create achievable goals and strategies to help them work towards the future of their dreams. In addition to helping members create a roadmap to their future, Sajan also enjoys working with them to educate them on finances and investing.
When he isn’t working, Sajan enjoys spending time with his wife and daughter, traveling, and making memories with them. He’s also a fan of soccer, badminton, catching a good movie, and listening to music.
Contact me:
E. skunnambath@connectfirstcu.com
P. (587) 574-4121
Toll Free: 1 (888) 361-2059
Branches Supported: Downtown Core
Servus Credit Union
Aviso Wealth
Saqib has spent the past five years specializing in Wealth Management, focusing on helping members build a bridge between their current financial situation and their aspirations.
Saqib is passionate about working with Albertans who prioritize building a financially secure future for themselves and their families as a Wealth Specialist with Servus Credit Union Ltd. and Mutual Funds Representative with Aviso Wealth.
He also plays an active volunteer role in Servus Credit Union Ltd. as a nextGen Leader. In this group he is developing both his own leadership skills and the future of the credit union system with a group of highly motivated change makers, like himself.
When he’s not at work, Saqib finds himself busy with his three little ones. In his down time, he’s a self-proclaimed movie buff that loves to see the latest movies and revisit the classics.
Contact me:
E. sakhan@connectfirstcu.com
P. (587) 574-4109
Toll Free: 1 (888) 361-2059
Branches Supported: Crowfoot, Cremona
Servus Credit Union
Aviso Wealth
Terry has over 30 years of experience in financial services, spending the last 28 of those years with Servus Credit Union Ltd. Terry has been a Mutual Fund Representative for over 27 years and is dedicated to the financial wellbeing of the members that he cares for here.
As a Wealth Specialist with Servus Credit Union Ltd. and Mutual Funds Representative with Aviso Wealth, Terry takes great joy in helping members achieve their financial goals as active participants in their own journey. Terry doesn’t believe that there’s a one-size fits all solution, he understands that members all have unique situations, and that sometimes requires a different route to get them where they need to be. Terry’s been able to work with many wonderful people to support them in achieving their financial goals, buying their first home, saving for their retirement or their children’s education. He’s very grateful that he’s worked with his members in achieving their financial goals and dreams. He shares that, after all these years with Servus Credit Union Ltd., he can’t fathom working anywhere else.
Outside of work Terry likes to enjoy music at live festivals, such as the Calgary Folk Fest, which he has attended for 31 years. He also enjoys skiing, biking, and spending time outdoors.
Contact me:
E. tcampbell@connectfirstcu.com
P. (587) 574-4113
Toll Free: 1 (888) 361-2059
Branches Supported: Oakridge and Signal Hill
Servus Credit Union
Aviso Wealth
Travis has been working in the financial services industry for over 15 years. As a Wealth Specialist with Servus Credit Union Ltd. and Mutual Funds Representative with Aviso Wealth, his focus is on making a difference in the lives of his clients. He credits his parents for instilling strong values in his life, including integrity, respect for others, humility, a strong work ethic, the value of being charitable, and the importance of caring for clients. The latter being a value that he learned from his father, a small business owner. Travis feels truly blessed to work for an organization that embodies very similar values.
Each day Travis wakes up excited for the opportunity to learn about other people’s stories, what money means to them, and how he can share some of the learnings that he’s gathered through his life and career. For Travis, it’s incredibly important to help people reach their financial goals in a way that makes sense to them, and that fits with their personal values. He’s on a journey to improve his knowledge and gain additional certifications in financial planning so that he can feel confident that he’s providing the best roadmaps for his members, with that in mind. He looks forward to showing his clients how they can make money make a difference in their lives.
When he’s not hard at work, he’s busy spending time with his three kids or staying physically active. He enjoys the discipline that can be achieved in the practice of martial arts and the stress relief that he gets from playing competitive volleyball.
Contact me:
E. tdevenney@connectfirstcu.com
P: (587) 574-4119
Toll Free: 1 (888) 361-2059
Branches Supported: TransCanada, Coventry Hills
Servus Credit Union
Aviso Wealth
Vaishali has been working in finance for over a decade. She holds a Certified Financial Planner designation and also earned a Master’s Degree in Environmental Sciences. She is passionate about the environment and has a deep love for nature, so she feels fortunate to be able to combine that with her passion for investing and offer responsible investing products through Aviso Wealth. She is also a Wealth Specialist with Servus Credit Union Ltd.
Vaishali is focused on helping her members to make smart decisions for their money. As such, she specializes in financial planning and responsible investing. Whether it’s planning for retirement or for a child’s educational future, Vaishali loves finding a plan that feels right for her members and helps them to reach their goals.
When she’s not in the office, Vaishali enjoys hiking in the mountains and creating art. She enjoys living a minimalistic lifestyle and keeping things simple.
Contact me:
E. vdubal@connectfirstcu.com
P. (403)-736-4974
C. (403) 371-5120
Toll Free: 1 (888) 361-2059
Branches Supported: Virtual
Servus Credit Union
Aviso Wealth
Viktoriia has been working in the financial industry for over a decade and has dedicated herself to improving her knowledge and skill. She has earned her Certified Financial Planner designation and continues to learn and grow every day.
In her role as a Wealth Specialist with Servus Credit Union Ltd. and Mutual Funds Representative with Aviso Wealth, Viktoriia focuses on getting to know her members. She strives to better understand their values, their financial goals, their dreams, and their values. Together, she works with members to create a plan that will help them to reach their greatest potential and to fulfil their dreams. It’s her passion to apply her financial knowledge and experience in ways that help members to achieve their goals with the best strategies.
In her spare time, Viktoriia likes to get out into nature and celebrate the beautiful province that we live in. You can usually find her hiking and taking in the great outdoors on her days off.
Contact me:
E. vrassokha@connectfirstcu.com
P. (368) 997-3794
Toll Free: 1 (888) 361-2059
Branches Supported: Beddington, Northgate
Amie Uitvlugt
Wealth Protection Specialist
Servus Wealth Strategies
Mutual Funds Representative
Aviso Wealth
Servus Wealth Strategies
Aviso Wealth
Bree Schroh
Insurance Specialist
Servus Wealth Strategies
Servus Wealth Strategies
Chris Hareuther
Private Wealth Advisor
Servus Wealth Strategies
Registered Representative
Aviso Wealth
Servus Wealth Strategies
Aviso Wealth
Corinne Lutz
Private Wealth Advisor
Servus Wealth Strategies
Registered Representative
Aviso Wealth
Aviso Wealth
Dan Galvin
Private Wealth Advisor
Servus Wealth Strategies
Registered Representative
Aviso Wealth
Servus Wealth Strategies
Aviso Wealth
Derek Ryckman
Private Wealth Advisor
Servus Wealth Strategies
Registered Representative
Aviso Wealth
Aviso Wealth
Felipe Scatolin
Private Wealth Advisor
Servus Wealth Strategies
Registered Representative
Aviso Wealth
Aviso Wealth
Gord Buehler
Private Wealth Advisor
Servus Wealth Strategies
Registered Representative
Aviso Wealth
Aviso Wealth
Larysa Troyanovska*
Registered Representative
Aviso Wealth
Aviso Wealth
Nathan Amor
Private Wealth Advisor
Servus Wealth Strategies
Registered Representative
Aviso Wealth
Servus Wealth Strategies
Aviso Wealth
Susanne McDuff
Private Wealth Advisor
Servus Wealth Strategies
Registered Representative
Aviso Wealth
Servus Wealth Strategies
Aviso Wealth
Verginia Ghobrial-Said
Private Wealth Advisor
Servus Wealth Strategies
Registered Representative
Aviso Wealth
Servus Wealth Strategies
Aviso Wealth
Warren Nielsen
Private Wealth Advisor
Servus Wealth Strategies
Registered Representative
Aviso Wealth
Servus Wealth Strategies
Aviso Wealth
Servus Wealth Strategies
Aviso Wealth
Amie is a seasoned Wealth Protection Specialist with a passion for helping others secure their financial future. Her passion for what she does comes from losing a loved one back in 2013 and living firsthand the aftermath of such an event places tremendous financial strain on a family. In the blink of an eye, everything changed for Amie, that moment pushed her closer to her purpose of helping others protect what matters most - one's life, and ability to support their families. In 2016 she ventured into the industry and hasn’t looked back, she resides in Calgary, Alberta but has roots throughout the province. Over the years, Amie's dedication and expertise have led her to explore various aspects of the financial industry, focusing on safeguarding her clients' assets and helping them achieve financial health and wholeness.
Currently, as a Wealth Protection Specialist with Servus Wealth Strategies, Amie is committed to assisting Albertans in protecting themselves, their families, businesses to ensure their financial future stays intact. Additionally, she serves as a Mutual Funds Representative with Aviso Wealth, allowing her to provide her clients with a comprehensive range of financial solutions.
Amie’s love for life and enthusiasm pours into everything she does. Her perseverance, determination, and energy overflows into her work, creating a phenomenal outcome. She takes your financial health to new heights. She firmly believes in the power of kindness, support, and personal growth, and she incorporates these values into her interactions with clients. Her genuine dedication to helping others shines through in every aspect of her work, building strong and lasting relationships based on trust and confidence.
Outside of her thriving career, Amie finds joy and solace in the company of her three remarkable adult children, friends and family. Additionally, her love for mountains and adventure is what keeps her young at heart. You’ll often see her on the trails with her running shoes or in races within the local communities she calls home.
With Amie's unwavering commitment to her clients' financial well-being, she continues to make a significant impact in the lives of those she serves. Her mission is clear—to empower individuals to feel confident in their financial future and to protect and preserve what matters most to them.
Contact Me:
E. Amie.Uitvlugt@servuswealth.ca
T.(403) 519-4276
Toll Free: 1 (888) 361-2059
Branches Supported: All Branches
In Partnership with:
Kea Harder
Wealth Protection Coordinator, Servus Wealth Strategies
E: Kea.Harder@servuswealth.ca
P: (403) 637-0342
Servus Wealth Strategies
Bree is a fully licensed Life Insurance Advisor with a deep-rooted passion for helping people feel educated & confident about protecting their financial future. She began her career in the insurance industry in 2010 and never looked back—gaining hands-on experience across nearly every corner of the insurance world, including Life & Living Benefits, Property & Casualty, Commercial, Agriculture, Business, and Group Insurance.
In August 2022, Bree joined legacy connectFirst’s Wealth Protection team—a move she describes as a turning point in her career. “It’s an incredible feeling to know the work I do makes a meaningful difference for both our members and our employees.”
Now, she’s taken her commitment to the next level—embarking on the journey to become a Certified Financial Planner (CFP), starting with her QAFP designation. Bree fits in her studies after full workdays and quality time with her husband and their three amazing children.
Outside of work and study mode, Bree and her crew are all about the outdoors, adventure, and family time. You’ll often find them camping, dirt biking, visiting family in Saskatchewan, or cheering from the sidelines at hockey, lacrosse, soccer, or dance. At home, she winds down with a good video game session alongside her husband.
Bree is also proudly serving her second year on the nextgenLeaders Committee, where she contributes to shaping the future of the credit union while hopefully growing as a young leader herself someday.
Known for her affable nature and adaptability, Bree is approachable, easy to talk to, and fiercely committed to doing what's right for every member. Whether it’s protecting what matters most or helping others build brighter financial futures, Bree is all in.
Contact Me:
E: Bree.Schroh@servuswealth.ca
P: (403) 669-1467
Toll Free: 1 (888) 361-2059
In Partnership with:
Kea Harder
Wealth Protection Coordinator, Servus Wealth Strategies
E: Kea.Harder@servuswealth.ca
P: (403) 637-0342
Servus Wealth Strategies
Aviso Wealth
Christopher's passion for financial planning began in high school after reading "The Wealthy Barber." It demystified complex financial concepts and showed him the importance of managing money wisely. This early exposure to financial literacy sparked his interest in helping others achieve financial stability and success. He strives to make complex plans and ideas accessible to everyone.
Christopher has spent the last 2 decades working with members within the credit union system. He values the Credit Union’s entrepreneurial spirit and member first approach.
Originally from Northern Saskatchewan, he earned a Bachelor of Arts and Science in English Literature from the University of Saskatchewan and has taught English internationally before transitioning to the financial sector. Christopher now lives in Carstairs, Alberta.
Outside of work, Christopher enjoys camping and hiking with his wife Tanya, their three children Holden, Will, and Cole, and their two dogs Birch and Oak. They camp 45-50 nights a year, exploring locations across Western Canada.
Christopher is known for his ability to listen to clients without judgment to deliver tailored solutions to that client’s needs. He believes in the importance of working with advisors in all aspects of life that are approachable and trustworthy.
Contact Me:
E: Chris.Hareuther@servuswealth.ca
P: (403) 337-3387
Toll Free: 1 (888) 361-2059
Branches Supported: Carstairs, Crossfield, Cremona, Beiseker and Coventry Hills
In Partnership with:
Hildah Sibanda
Wealth Associate, Servus Wealth Strategies
Registered Representative, Aviso Wealth
E: Hildah.Sibanda@servuswealth.ca
P: (403) 736-4968
Aviso Wealth
“It’s more than just numbers. There’s an art in financial planning that involves taking all the information that people give you and synthesizing it into something that’s meaningful to them.”
Corinne Lutz thrives on helping people make sense of their financial lives. With a talent for turning complex financial concepts into clear, practical strategies, she brings a unique blend of analytical thinking and personal connection to her role as a Private Wealth Advisor at Servus Wealth Strategies.
Corinne began her career in the financial services industry as a teller at Mountain View Credit Union, one of the legacy brands that would become part of Servus Wealth Strategies. Her passion for financial planning was sparked early, and she quickly advanced—proudly becoming one of the first eight people at Mountain View to earn a mutual fund license.
To deepen her industry knowledge, Corinne spent time at an external financial planning firm before returning to the credit union system in July 2010. That experience reaffirmed her commitment to the credit union difference. “It’s collaboration,” she says. “We truly work together for the benefit of the members. In other places you’re working near other people, but you aren’t working with other people to make sure you’re always doing the right thing for the client”
Raised in Olds, Alberta, Corinne is deeply connected to her community. Outside of work, she treasures time with her husband and three children, especially on family trips to theme parks. “I’m most happy when I’m with my family—especially if it’s at a theme park. It’s that concentrated family time when you don’t need to share them with anyone.”
When she’s not planning her next Disney or Universal getaway, Corinne enjoys gardening in the summer and supporting her family’s passion for hockey in the winter—though she jokes, “If Disney and Universal had teams, only then would I be a hockey fan!”
Contact Me:
E: Corinne.Lutz@servuswealth.ca
P: (403) 556-6688
Toll Free: 1 (888) 361-2059
Branches Supported: Olds, Sundre, Eckville, Red Deer, Didsbury
In Partnership with:
Hildah Sibanda
Wealth Associate, connectFirst Credit Union
Registered Representative, Aviso Wealth
E: Hildah.Sibanda@servuswealth.ca
P: (403) 736-4968
Servus Wealth Strategies
Aviso Wealth
For his entire career, spanning more than 30 years, Dan has worked in finance. A lot has changed over the years, but one thing that remains the same is how rewarding it is for him to help members achieve financial security.
When Dan meets with members, he goes out of his way to make them feel that no one else is more important and that he is committed to helping them make their financial dreams come true. His goal is to help them achieve their individual goals, whatever they might be, and he does his utmost to ensure that they do.
Outside of work, you can find Dan reading, keeping busy in the yard, and staying active in the community.
Contact Me:
E: mailto:Dan.Galvin@servuswealth.ca
P: (403) 934-1171
Toll Free: 1 (888) 361-2059
Branches Supported: Strathmore
In Partnership with:
Joanne McKinney
Wealth Associate, Servus Wealth Strategies
Registered Representative, Aviso Wealth
E: Joanne.Mckinney@servuswealth.ca
P: (403) 736-1173
Aviso Wealth
Derek excels at creating an overall wealth management strategy, working directly with his clients to help define and create their ideal financial future. Once a plan is in place, Derek’s focus is staying in active contact with his clients, providing ongoing advice and recommendations to ensure their strategies stay on track.
Born and raised in Red Deer, AB. Derek Spent most of his life pursuing a career in professional hockey playing with the Lethbridge Hurricanes and Medicine Hat Tigers of the WHL. He completed his Bachelor of Business in Finance with Distinction while also playing for the University of Prince Edward Island Men’s Hockey. Derek then moved back home to Red Deer to begin his finance career. He’s been working as an Investment Advisor & Financial Planner since 2017.
Derek was drawn to Servus Wealth Strategies because of the vast opportunity and the ability to work with a team that seems to capture the spirit of entrepreneurship while also working for an institution that understands the importance of community.
"My job is to get a deep understanding of each client, help define their goals and map out how to get there. Looking at the whole wealth picture through retirement planning, succession, taxation, protection, and risk management. I can then uncover what type of investment strategy is best suited for each client”.
Outside of work, Derek spends most of his time with family; His beautiful wife, Hailey, and two kids; Blayke and Hudson. He also enjoys remaining active (CrossFit, Hockey, Golf) and being a part of community boards (Kiwanis International, Salta Gymnastics Club).
Contact me:
E: Derek.Ryckman@servuswealth.ca
P: (403) 820-0498
Toll Free: 1 (888) 361-2059
Branches Supported: Brooks, Medicine Hat
In Partnership with:
Daly Hamilton
Wealth Coordinator, Servus Wealth Strategies
E: Daly.Hamilton@servuswealth.ca
P: (403) 736-4494
Aviso Wealth
My approach is personal, not transactional. I take the time to get to know your goals, values, and vision — then build a tailored strategy that brings it all together. Whether it's planning for retirement, growing your investments, or creating a legacy for the next generation, I’m here to guide you every step of the way.
Your financial life should give you peace of mind. I’m here to make sure it does.
In Partnership with:
Ashmeet Kaur
Wealth Associate, Servus Wealth Strategies
Registered Representative, Aviso Wealth
E: Ashmeet.Kaur@servuswealth.ca
P: (403) 736-4231
Aviso Wealth
With over 18 years in banking, Gord brings a well-rounded background from commercial and personal banking, complex credit, investments, and high net worth planning. Gord strives to simplify planning for his members by removing the confusion of who to ask and where to go by connecting them with the right players and experts, at the right time.
With his certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Certified International Wealth Manager (CIWM) designations, Gord specializes in providing informed guidance for members that are in search of sophisticated advice. With a focus on both the short and long term, he works with members to ensure their investment strategy is aligned to achieving their goals. Having a close partnership allows Gord to be proactive in planning so that he can anticipate both planned and unplanned life events. Knowing that every member’s story is unique, and money can be emotional, proactive planning, along with developing trust and prioritizing clear communication, builds a strong foundation to create an efficient and resilient financial plan.
Outside of work, Gord thoroughly enjoys getting outdoors with his wife and two kids. They can be found snowboarding on winter weekends, and golfing in the summer.
Contact Me:
E: Gord.Buehler@servuswealth.ca
P: (403) 801-0840
Toll Free: 1 (888) 361-2059
Branches Supported: Dalhousie, Oakridge
In Partnership with:
Ashmeet Kaur
Wealth Associate, Servus Wealth Strategies
Registered Representative, Aviso Wealth
E: Ashmeet.Kaur@servuswealth.ca
P: (403) 736-4231
Aviso Wealth
Contact me:
E. LTroyanovska@connectfirstcu.com
C. (587) 586-8851
T. (403) 736-4954
Toll Free: 1 (888) 361-2059
Branches Supported: Inglewood
In Partnership with:
Marzia Hasanzada
Wealth Coordinator, connectFirst Credit Union
Non-Registered Representative, Aviso Wealth
E: mhasanzada@connectfirstcu.com
P: (403) 736-4614
Servus Wealth Strategies
Aviso Wealth
Nathan is passionate about helping Albertans grow—financially, personally, and professionally.
With over 20 years of experience in the financial services industry, he’s helped individuals accumulate, protect, and manage their wealth with confidence. A recipient of Wealth Professional Magazine’s 2023 Top 40 under 40 financial advisors, Nathan has earned numerous accolades—but for him, nothing is more rewarding than mentoring.
Whether he’s guiding clients toward financial freedom or coaching his team to reach their potential, it’s the transformation that drives him.
“I’ve only had one job, which has been financial services. This is my trade in which I’ve specialized. I wouldn’t attempt to do my own dentistry or write up a legal document—I’d hire a dentist or a lawyer to do that. My mission is to ensure everyone I work with gets the maximum benefit out of the Canadian financial system. I make the system work for my members.”
Outside the world of finance, Nathan brings that same passion to fitness. He’s the proud owner of F45 Training Legacy in Calgary, helping his community pursue health and strength both inside and out. This also gives Nathan a unique perspective when helping the business owner community. Nathan has successfully built and sold a business from scratch.
Even with a full schedule, family always comes first. Whether it’s a backyard BBQ, a weekend road trip, or exploring new corners of the world, Nathan makes the most of every moment with the people who matter most.
“At the end of the day, nothing makes me happier than time with my family and the people I care about.”
Contact me:
E: Nathan.Amor@servuswealth.ca
P: (403) 807-1448
Toll Free: 1 (888) 361-2059
Branches Supported: MacLeod Trail, Shawnessy, South Trail, Okotoks
In Partnership with:
Joren Patenaude
Wealth Associate, Servus Wealth Strategies
Registered Representative, Aviso Wealth
E: Joren.Patenaude@servuswealth.ca
P: (403) 736-4963
Servus Wealth Strategies
Aviso Wealth
Susanne has been in the financial industry for over 30 years, in a career that she has found to be incredibly gratifying. If you ask her, she’ll share how she appreciates being part of the credit union system, which that has accommodated her growth, as well as pivots in direction and specialty, allowing her to grow her expertise and broaden her service. Her love for the credit union system continues to drive how she serves her members today in her role as a Private Wealth Advisor for Servus Wealth Strategies.
The service Susanne brings to members, over and above her expertise in financial planning, is incomparable. She strives to look after her members, and her goal is to create deep connections with them, so that she can fully understand their circumstances and goals to provide comfort for them and their families as they look ahead to their future.
Education and continuing development are important to Susanne. Her early journey saw her graduate from the University of Manitoba with a Bachelor of Arts in Psychology with minors in Sociology and Philosophy. She didn’t stop there, and has continued to develop her skills, seeking out programs that compliment her career as a Private Wealth Advisor, achieving designations as a Certified Financial Planner, Registered Retirement Consultant, Responsible Investment Specialist, as well as fellowship and associate degrees within the credit union system. She’s also fully bilingual in both official languages, one more plume in Susanne’s chapeau.
Finance is a huge part of Susanne’s life – it’s an ever-evolving industry, so it helps that she’s committed to continuing education for herself, and she promotes it to others at every opportunity. In Susanne’s downtime, she loves to spend quality time with family and friends enjoying all that scenic Drumheller has to offer.
Contact me:
E: Susanne.McDuff@servuswealth.ca
P: (403) 820-7088
Toll Free: 1 (888) 361-2059
Branches Supported: Drumheller, Hanna, Delia, Carbon, Linden, Hussar
In Partnership with:
Daly Hamilton
Wealth Coordinator, Servus Wealth Strategies
E: Daly.Hamilton@servuswealth.ca
P: (403) 736-4494
Servus Wealth Strategies
Aviso Wealth
Born in Egypt before moving to Dubai for a short while, and then to Calgary, Verginia has become a true Calgary advocate. Verginia has a diversified and rich experience varying from private and retail banking, to investment and stock market trading.
Since joining the Servus family at the end of September 2021, Verginia has felt nothing but pride to be where she is today. “I love the environment at Servus. I’ve worked in many different places, but how I feel here is different,” she says. “It’s so nice seeing women in leadership and community enablement and it truly makes me proud to be part of the Servus family.”
Outside of work, Verginia loves spending time with her husband and 2 sons. Besides family time, you can also see Verginia taking on many different interior design and renovation projects. “I’m always on some renovation project of some sort at my house, or at my parent’s house because they let me do it there too!” says Verginia. “I also really love cooking and going on hikes. I have a hobby that suits all of the seasons we get here in Calgary,” Verginia laughs.
Although Verginia has only been with connectFirst for a short while, she’s been in the financial industry for over 20 years. “I differentiate myself by my listening skills and my ability to build strong bonds with my clients. I love looking at my clients’ life from a holistic approach and trying to understand them from every corner. Things get deeper with a financial plan.” Claims Verginia. “It’s so important that clients are open and honest with their advisor because we are here for you and here with you.”
Everyone should consider banking with Servus Wealth Strategies: “It’s member focused, and it’s Alberta focused — it’s about you because
Contact me:
E: Verginia.GhobrialSaid@servuswealth.ca
P: (587) 215-0678
Toll Free: 1 (888) 361-2059
Branches Supported: Beddington, Village Square, Taradale and Northgate
In Partnership with:
Wealth Associate, Servus Wealth Strategies
Registered Representative, Aviso Wealth
E: Joren.Patenaude@servuswealth.ca
P: (403) 736-4963
Servus Wealth Strategies
Aviso Wealth
Contact me:
E: Warren.Nielsen@servuswealth.ca
P: (403) 361-2051
Toll Free: 1 (888) 361-2059
Branches Supported: Strathmore, Claresholm, Bassano, Vulcan, Nanton, Fort Macleod, Lomond
In Partnership with:
Wealth Associate, Servus Wealth Strategies
Registered Representative, Aviso Wealth
E: Joanne.McKinney@servuswealth.ca
P: (403) 736-1173