Saumya Bhasin
Senior Financial Advisor @Scotiabank
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WORK HISTORY
Senior Financial Advisor @Scotiabank
EDUCATION
Athabasca University
Bachelor of Business Administration - BBA, Finance and Financial Management Services
Selkirk College
Business administration diploma, Business Administration and Management, General
ABOUT SAUMYA BHASIN
As a Senior Financial Advisor at Servus Credit Union, I’m proud to help members turn their financial goals into realities—whether that means buying a first home, building a retirement plan, or growing long-term wealth.With over years of experience in financial services, I bring a relationship-first approach to every conversation. I believe that trust, transparency, and tailored advice are the foundation of any successful financial journey.At Servus, our purpose is to shape a financially healthier Alberta. I align closely with that mission by supporting individuals, families, and business owners with strategic advice rooted in their unique circumstances—not just numbers on a page. What I bring to the table:Personalized financial planning and investment strategiesRetirement and wealth management solutionsAdvice that’s jargon-free, actionable, and member-focusedA commitment to financial empowerment and lifelong learning
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