Jamie Holmes

Ask about investments, insurance, retirement, and estate planning.

Jamie Holmes
Senior Wealth Advisor
Servus Wealth Strategies
Aviso Wealth

Jamie has worked in the financial services industry since 1995. He has a broad range of experience in retail banking and investments. And his current focus is investment, retirement and financial planning.

Jamie believes in sitting down with members and taking them through the planning process step by step. Understanding their goals allows him to offer expert advice and a tailored plan that can be updated as their needs change.

Building strong community ties is also important to Jamie. He provides expert advice to our members. His door is always open.

Contact

Contact Jamie at 780.808.4792
Jamie.Holmes@servus.ca

Meet the team

Sherri Symington
Senior Wealth Advisor Associate
780.808.4897

Jordan Munteanu
Senior Wealth Advisor Associate
780.638.8634

Tools & resources

Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

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