Our Team

Rob is a Certified Financial Planner with over 20 years in the Investment and Insurance business. A graduate of the University of Saskatchewan, Rob is committed to offering his clients the most comprehensive advice to serve their diverse needs. From investments, retirement, estate & tax planning to insurance products, Rob and his team are dedicated to building client relationships through sound, practical financial planning strategies.

Outside of the office, Rob takes great pride and enjoyment as both a Coach and spectator of his children’s sports including: Track, Soccer and Futsal. Rob, his wife Lana and their children Hudson and Harlee, enjoy acreage living with their boxer puppy Argo.

Scott has over 8 years experience working as a Financial & Insurance advisor, meeting with clients both young & old to address their unique financial goals & objectives. 

Previous to his career in the financial industry, Scott spent time playing junior & professional hockey as a goaltender, & working in the family dairy operation near Osler, SK. 

Outside of the office, Scott enjoys playing golf, ball, & hockey, & seeing the country with his wife, Candice, and 3 children.  Scott has spent time volunteering with the local minor hockey association in Warman as a coach & goaltending instructor. 

Brandy has been working in the financial services industry since 2006. Since entering the industry, Brandy has taken many courses to further her education and licensing including; the Canadian Securities Course, the Wealth Management Essentials Course, and the Life Insurance Licensing Course. Brandy is fully licensed as an Associate Advisor and handles a number of responsibilities for our office. Her exceptional organizational skills mean she is capable of handling a wide variety of tasks quickly and accurately. Brandy is a detail oriented individual who prides herself on delivering a high quality of work. She loves working with clients and strives to provide outstanding customer service at every opportunity.

Brandy and her husband, Jordan are proud parents to three delightful children. Away from the office, she enjoys spending time with family and friends, travelling, and movies.

Rick is a licensed insurance advisor and is our office’s contact person for any questions on all insurance policies.  Rick also has over 23 years experience in various areas within the financial services industry.

Rick is responsible for the risk management sector of financial planning and takes great pride in providing superior service to our clients.

Rose’s primary focus in our office is Estate settlement when a client passes.  Rose makes sure to guide our client’s families through this process in a respectful and efficient manner working closely with insurance companies and Assante head office estates department.

Rose also assists Rick with insurance administration and other duties such as website maintenance.

Monique’s core responsibilities with the office is front reception.  She will be the first one you see when you walk through our doors and the first one you hear when you call.  Monique helps our office run smoothly with a smile!

With a Bachelor of Arts degree (B.A. High Honours) and a Bachelor of Laws degree (LL.B.) from the University of Saskatchewan, Lana handles Human Resources, licensing and day to day office management. Lana enjoys being involved in her children’s sports teams, loves to read and attend art classes.