Stacey Gauthier CFP, PFP, RIS, FCSI Senior Wealth Advisor

Stacey Gauthier CFP, PFP, RIS, FCSI Senior Wealth Advisor Our team provides access to comprehensive financial, estate and wealth protection planning to create We care deeply about our members.

Our team approach capitalizes on our combined knowledge, education and experience, allowing us to implement carefully devised plans for our
members. We look at our members’ full financial picture and take the time to understand their financial vision. Helping you reach your financial goals is the reason we love what we do. Together, we will make sure you’re on track to meet those goals.

Excited for some mountain vibes, great ☕️, and engaging conversations this Thursday in Crowsnest Pass! ⛰️ Join the Servu...
05/08/2024

Excited for some mountain vibes, great ☕️, and engaging conversations this Thursday in Crowsnest Pass! ⛰️

Join the Servus Wealth Team along side the Servus Crowsnest Pass branch!!

04/04/2024

But there are still pitfalls ahead.

03/28/2024

The risk is always whether you can afford to make a gift in the first place.

03/21/2024

The high prices of items like coffee and milk have consumers grumbling about inflation across the board, even as it has cooled.

03/14/2024

Artificial intelligence can make companies more efficient and workers happier – or cause mass misery. The choice is ours.

03/07/2024

For men, the probability that starting CPP at 60 was the better strategy was just 19.6 per cent. As we show below, it will be different for women since their mortality rates are different.

02/29/2024

A long-awaited pipeline project promises to cut Americans’ discount.

02/22/2024

By employing these characteristics, investors can build a resilient and prosperous portfolio that reaps many rewards and stands the test of time.

02/15/2024

Piano especially associated with improved mental processes in those over 40, Exeter University research finds.

02/08/2024

There's plenty of advice on getting your finances on track in the new year, but you can ignore most of it. The advice to keep in mind involves building up an emergency fund and a "sinking fund." Also, focus on attacking any debt and finding new income streams.

02/01/2024

Canadians appear to be riding a wave of optimism in the latest Maru household poll.

01/31/2024

If you are in the High River area and looking for an amazing team to work with, check out this posting. AM Caldwell Professional Corp

Personal and Corporate Taxation services specializing in small business and agriculture.

Address

131 71 Riverside Drive W
Okotoks, AB
T1S1M3

Opening Hours

Monday 9:30am - 4pm
Tuesday 9:30am - 4pm
Wednesday 9:30am - 4pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm

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