Donna Gehmlich

Senior Wealth Advisor
Servus Wealth Strategies

popup medal icon RIA: Certified

I help my clients realize their retirement goals through socially conscious investing and financial planning.

Services Offered in RI
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Financial planning
Minimum Account Size

$500,000+

Investor Type Dealt With

Individual

Type of License

Other

IIROC

Provinces Licensed In
  • Alberta