Our Team
Stan, Brenda, Connie, and Josh are excited to meet you. In the meantime, here is a chance for you to meet us. When you are ready to chat, reach out with an email or call.
Meet the team
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Stan Penner (CFA) Portfolio Manager/Senior Wealth Advisor Credential Securities | Servus Wealth Strategies
Stan has been serving and advising Albertan institutions, families, and businesses since 1997. He has helped hundreds of families and businesses grow their wealth, and broaden the opportunities for themselves and for loved ones. A believer in giving back to the community, Stan has volunteered for charitable organizations throughout Edmonton. A CFA Charterholder Stan leads portfolio analysis and construction. Find an IIROC Advisor Report here
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Brenda Penner (CFP, CLU, FCSI) Senior Wealth Advisor with Credential Securities | Servus Wealth Strategies
Brenda has spent her career in financial services, primarily in management roles with ATB, RBC, and now at Servus Wealth Strategies. She is proud to hold her Canadian Life Underwriter and Certified Financial Planner designations and she is a fellow of the Canadian Securities Institute. Brenda's professional focus is on tax, insurance, and retirement income planning. Find an IIROC Advisor Report here
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Connie Wong (FCSI, CIM) Portfolio Associate with Credential Securities | Servus Wealth Strategies
Connie Wong has spent her career focusing on finance, mathematics, and investing. With over 20 years of experience in finance, Connie holds her FCSI and CIM designations and has been with Servus Wealth Strategies for 15 years. Connie's principle responsibilities with the Penner Wealth Management Team include facilitating client relations and managing administrative support. Find an IIROC Advisor Report here
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Josh Noble (CIM) Senior Wealth Advisor with Credential Securities | Servus Wealth Strategies
Josh Noble brings 8 years of credit union experience to the Penner Wealth Management Team. Josh is in the process of completing his work-experience towards his Certified Financial Planner (CFP) designation. He brings a deep passion for the Canadian credit union and cooperative movement. Our newest team member, Josh brings a background in banking operations and innovation. Find an IIROC Advisor Report here