Janet Bradley, CFP, PFP, RIS - Financial Planner

Janet Bradley, CFP, PFP, RIS - Financial Planner

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I am a Mutual Fund Investment Specialist with Aviso Wealth at Connect First & Servus Credit Union.

Our team provides access to comprehensive financial, estate and wealth protection planning to create customized strategies that fit your goals.

Photos from Janet Bradley, CFP, PFP, RIS - Financial Planner's post 11/16/2025

Looking for something festive (and free!) to do with the family today? Come down to the 31st Annual Stringam Christmas Tree Festival at the Lethbridge Trade & Convention Centre for Family Day sponsored by Servus Credit Union and soak in all the holiday magic ✨🎄 All in support of Chinook Regional Hospital Foundation

Enjoy activities for all ages, explore the fabulously decorated trees, visit Santa’s Workshop, cozy up for fireside stories, and so much more!

05/27/2025

☕ Espresso Your Financial Goals – On Us! 💸

Crowsnest Pass friends: Swing by the Cinnamon Bear Bakery & Café this Friday, May 30th between 10 am and 2 pm for a cup of coffee or tea—our treat! The Servus Credit Union Retail and Wealth Teams will be there to chat, connect, and help you explore your financial goals 🎯

📍 Cinnamon Bear Café
8342 20 Ave, Coleman, AB
🕙 10 AM – 2 PM

Whether you have questions about your financial future or just want to say hi, we’d love to see you there!

02/28/2025

Join our Crowsnest Pass team for a fun day on the hill this Sunday! 🏔️🎿

🎿 Free lift tickets? Yes, please! 🎿

Servus Free Ski Day is back at Pass Powderkeg Ski Area on Sunday, March 2! Join us from 10 AM - 4 PM for a fun-filled day on the slopes—on us!

Whether you're an experienced skier or trying it for the first time, we can’t wait to see you out there. Our friendly Servus staff will be there collecting donations for Food Banks Alberta and cheering you on!

Tag your ski buddies and make plans to hit the hill!

More details here: https://ow.ly/HOTz50V3bzK

02/05/2025

Join us for an engaging evening where experts in funeral, tax, legal, and financial planning will help you secure your future (and beyond!). Enjoy refreshments, door prizes, and a behind-the-scenes tour of Cornerstone Funeral Home.

Best part? It’s free! Bring a friend and make estate planning a little less daunting—because planning ahead is always a good investment!

🗓️ February 20, 2025
⏰ 6:00 PM - 8:00 PM
📍 Cornerstone Funeral Home, Lethbridge

🔹 RSVP by Feb 18 to [email protected]

Tag a friend who needs to be there! 👇

09/12/2024

In today’s digital world, fraud is becoming more sophisticated, putting both individuals and businesses at risk. Don’t wait until it’s too late—join us for an exclusive event where experts will guide you through how to identify and protect yourself from fraudulent activities.

Date: September 25
Time: 9:00 AM or 4:00 PM
Location: Volunteer Lethbridge, second floor
Take charge of your security today! Reserve your spot now by scanning the QR code or email [email protected]

Volunteer Lethbridge
Servus Credit Union

05/08/2024

Looking forward to some good ☕️, company, and conversations this Thursday in Crowsnest Pass! ⛰️

05/01/2024

🎉

Servus is thrilled to announce that our merger with connectFirst Credit Union is now closed!

Thank you for helping us reach this truly historic milestone which will create one of the largest and strongest credit unions in the country! Stay tuned for updates!

https://ow.ly/wUYs50RtWVR

Photos from Servus Credit Union's post 03/01/2024

Join us at PPK on Sunday!

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