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specialized services

The best financial plan is one that integrates your current financial situation and needs with your plans for the future.  With this in mind, Servus Credit Union has a number of specialists who will work with you to develop a plan to meet your unique needs and your lifestyle.

  • Investment services - experienced investment professionals can design a financial plan, retirement strategy or investment portfolio that's right for your agri-business
  • Insurance services - we offer a comprehensive Farm Insurance Program which covers all risks for a farm operation
  • Estate and trust services - from estate planning and administration, trusts and managed accounts to farm succession planning, our experienced professionals can customize the services you require
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