Sherwood Park Wealth Team
800 Bethel Drive T8H2N4 Sherwood Park, AB, Canada
Category
General Information
Locality: Sherwood Park, Alberta
Phone: +1 780-638-7792
Address: 800 Bethel Drive T8H2N4 Sherwood Park, AB, Canada
Likes: 134
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Congratulations Tania Letourneau for winning our Nitza's Pizza giveaway! We will be contacting you via Facebook messenger shortly. Don't forget to like and follow our page for future giveaways and tips on how to stay financially fit. #sherwoodparkwealthteam #planningwithapurpose #giveaway #supportlocal #nitzaspizza #ShopLocalSHPK
Happy Friday everyone! Don't forget to enter for our giveaway. The winner will be announced on our Facebook page on Wednesday December 16. Good luck!
GIVEAWAY TIME! In the spirit of giving and supporting local businesses, the Sherwood Park Wealth Team is giving away a $50 gift card for Nitza's Pizza. Here is how you can enter: 1. Like our Facebook Page 2. Share this post 3. Tell us your favorite Nitza's Pizza dish in the comments below... The winner will be announced on our Facebook page on Wednesday December 16. Good luck! Photo credit: Nitza's Pizza #sherwoodparkwealthteam #planningwithapurpose #giveaway #servuscreditunion #supportlocal #shpklocal #nitzaspizza
Your day to day routine or financial plan might have changed as we are in the midst of a second wave of #covid19. But your experience in dealing with our team will remain the same. Whether it is in-person, virtually or via phone; we are here for you and ready to assist. Email us at [email protected] to book an appointment. #sherwoodparkwealthteam #planningwithapurpose #servuscreditunion
Do you feel lucky? The number 21 is connected with luck, risk, taking chances and rolling the dice. All of which seems strangely appropriate for a year of unusual uncertainty. The great prize on offer is the chance of bringing the coronavirus pandemic under control. But in the meantime risks abound, to health, economic vitality and social stability.
A growing interest in impact investing shows that investors are becoming increasingly socially and environmentally conscious, and aligning their investment choices with their personal values. #sherwoodparkwealthteam #planningwithapurpose #sociallyresponsibleinvestments #ESG
Meet the team! This is Tania... Tania is an Investment Specialist at Servus Credit Union. She is a designated Certified Financial Planner and Responsible Investment Specialist. She obtained her Bachelor of Management degree through Athabasca University all while working full time for her family business. She has worked at Servus for 11 years and has always dedicated herself to providing her members with sound financial advice and focusing on planning with a purpose. In ...2019, she was a recipient of the President's Award of Excellence with Servus Credit Union. Tania was born and raised in Edmonton and currently lives there with her husband and two children. Her family means everything to her and she loves spending time playing street hockey with her son and baking with her daughter. She has a love hate relationship with Avocados and in her spare time she enjoys reading and loves watching sports on the weekends. Once the world can go back to normal she plans on travelling, and exploring new places all around the world. #sherwoodparkwealthteam #planningwithapurpose #meettheteam #servuscreditunion
A new national survey by Credit Canada reveals that the COVID-19 pandemic has left many Canadians with their head in the sand when it comes to their future financial prospects especially when government support and payment deferrals fully come to an end.
Over the past couple weeks, our two Servus Credit Union branches in Sherwood Park donated $10,750 to the Strathcona Food Bank and $10,750 to the Strathcona Shelter Society Ltd. "A Safe Place". We are proud to be part of an organization that values giving back to the community.
If a financially strong household is what you want, there are a number of things you can do in the next 30 days to improve your cash flow and net worth. #sherwoodparkwealthteam #planningwithapurpose #certifiedfinancialplanner
Happy Friday! We are ready for another great day of helping our members reach their financial goals. Have questions about your investments? Not sure if you are on track for retirement? Send us an email to learn more about how we can help! [email protected] #sherwoodparkwealthteam #planningwithapurpose #financialgoals #servuscreditunion
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