Nik Rajput, CFP, RIS
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I am a Financial Planner with Servus Credit Union and Credential Asset Management (CAM).
Our team provides access to comprehensive financial, estate and wealth protection planning to create customized strategies that fit your goals. Working with individuals, multi-generational families, and business owners, I believe every person should have a holistic financial plan that they understand. A plan that adapts as life happens and remains current to capitalize on valuable opportunities as
12/02/2022
A lot can happen over a cup of coffee and a right conversation can lead to many possibilities!
So come… join us if you are around the West Springs area in Calgary SW on Friday, Dec 9 - between 9.30 to 11. Servus Credit Union is offering free coffee to everyone! And if you are fan of Deville coffee, like myself, you might be in to win the $100 Deville gift card!
To win the prize, all you have to do is share/repost this post on either your Facebook or LinkedIn with hashtag and you are in for the draw! Simple!
See you there!
09/03/2021
Do you have a Will for yourself and as a family? How does your financial plan help you protect your estate and maximize the tax efficiency?
Talk to me. Let's chat to find out how we can help!
Why everyone should have an estate plan - Servus Credit Union Creating an estate plan with a will, power of attorney and a personal directive is beneficial for everyone.
Click here to claim your Sponsored Listing.