Meet the Team

I am a Wealth Advisor with nearly two decades of experience in delivering tailored wealth management solutions. I hold a degree in Business Administration with a major in Finance from the University of Regina and a Chartered Investment Manager (CIM) designation. I collaborate with individuals, families, and business owners, specializing in the development of customized investment strategies designed to mitigate risks and enhance tax efficiency. I incorporate comprehensive financial planning as a key part of my process and strive to understand the goals of my clients. Valuing trusted, open, and honest communication, I ensure clients feel informed and empowered throughout their financial journey. 

Outside of the office, I am a dedicated parent to three children heavily involved in hockey. You’ll often find the family cheering from the stands or spending quality time at the rink, fostering a love for the game and the values of teamwork and sportsmanship. 

CIRO ADVISOR REPORT

I am an Associate Advisor with experience in the financial industry since 2018. As an integral partner in the business, I support Rob Bandorf, Wealth Advisor, in enhancing the overall client service experience. Committed to fostering strong client relationships, I believe that the most effective plans are those that clients can fully embrace, providing peace of mind through attentive and dedicated service.

In my free time, I enjoy walking my dog and appreciating the outdoors.

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

CIRO ADVISOR REPORT

I graduated in 2022 from the University of Regina, Business, with a major in Finance. I have several years of experience working in the customer service industry. I am extremely happy to be a part of the team and to have the opportunity to make a positive impact in the lives of our clients.

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

I focus on having a deep understanding of your personal history and values, which helps guide a comprehensive plan to accomplish your goals and dreams. I want to help my clients achieve complete confidence in their financial plan, so they can worry less and enjoy their lives to the fullest.

CIRO ADVISOR REPORT

I was born and raised in rural Saskatchewan. I've been in the Financial Industry since 2002 and in my current role since 2006. I am known for my ability to communicate complex topics in easy-to-understand conversations and my strong attention to detail. My approach centers around trusted relationships, quality advice, and providing peace of mind. 

CIRO ADVISOR REPORT

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

I have been a part of the Credit Union system for over 14 years now. I have a lot of knowledge to share that I have gained over the years. Building relationships, being a good listener, and my passion for helping others are all strengths. 

I work alongside Derrick Larsen, Wealth Advisor along with the rest of our wonderful team. Together we provide you the best experience while achieving your financial success in life.

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

CIRO ADVISOR REPORT

I have been part of the Credit Union system for nearly 10 years and became an Investment Representative in 2016. I assist Derrick Larsen and Renee Ismond in providing thorough and thoughtful financial advice to our clients. I am fortunate to be part of a team that is focused on working with our clients to achieve their financial goals and dreams through all stages of their lives. 

CIRO ADVISOR REPORT
I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

I am a Wealth Advisor who has been providing my clients with personalized wealth management and financial planning for over 20 years. I work with individuals, families, and business owners and specialize in creating customized investment and financial planning solutions.

CIRO ADVISOR REPORT
I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

I am excited to be part of the team as a Wealth Associate. I will be working with Advisors to help client and families reach their dreams and achieve their financial goals. I have over ten years of experience in the Credit Union system, working in various roles. I'm happy to be part of such an amazing team.

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

With over 15 years of experience in financial planning and wealth management, I am  a dedicated Certified Financial Planner (CFP®) professional with a strong commitment to continuous learning and professional development.  I specialize in helping individuals, families, and business owners achieve their financial goals. I pride myself on offering comprehensive financial services, including investment management, retirement planning, tax-efficient strategies, and estate planning.

I always puts my clients’ interests first, providing personalized advice tailored to each unique financial situation. Whether you're planning for retirement, managing wealth, or looking to create a sustainable legacy, my expertise ensures that your financial strategies are aligned with your goals and risk tolerance.

My fee-based structure provides transparency and eliminates conflicts of interest, so clients know they are receiving unbiased advice. I believe in clear communication and takes the time to educate my clients, helping them make informed decisions every step of the way.

Outside of work, I enjoy spending quality time with my wife, Whitney, and our daughter, Paytyn. Together, they love going to the lake, traveling, watching movies, and attending Paytyn’s swimming, skating & gymnastics. 

Whether you’re planning for retirement, saving for your child’s education, or looking to grow your investments, I am here to guide you on your financial journey.

CIRO ADVISOR REPORT

Working in the credit union system for eight years I bring a diverse background of experience. As a Wealth Associate at Thrive I'm proud to partner with a team whose focus is helping clients achieve their financial goals.

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

For more than 20 years, I have been helping individuals, businesses and families achieve their financial goals. After many years of experience working with a diverse client base, I believe every client has a unique set of personal financial objectives.

My Team and I will help reduce your investment stress so you can focus on other areas in your life, such as retirement, family, work or running your business.

Outside of the office I enjoy spending time with my wife and young son. When time permits, I also enjoy golfing, hunting, fishing, and cheering on the Riders. 

CIRO ADVISOR REPORT 

After beginning my career in the financial industry as an Advisor at Conexus, I joined Thrive to continue to uncover clients’ true aspirations to craft tailored financial paths toward achieving them. Outside of work I enjoy travelling with my wife and being active in our community, giving back to organizations and people through a variety of initiatives.

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

Working in the financial industry for over 25 years I bring a diverse background of experience. As a Wealth Associate at Thrive I'm proud to partner with a team whose focus is helping clients achieve their financial goals.

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

With 20 years of experience guiding clients through wealth transitions, I believe a solid financial plan is fundamental and essential but doesn't need to be overly complex. My approach focuses on helping clients clearly identify their goals and providing expert advice to achieve lasting financial success.

CIRO ADVISOR REPORT

I have 10+ years’ experience in the financial service industry along with a Bachelor of Commerce degree and Certified Financial Planner designation. My focus is to build relationships with my clients to allow myself to truly understand their goals. I am committed to creating financial plans that are efficient, effective, and simplified to help them achieve financial success.

CIRO ADVISOR REPORT

I am a Senior Wealth Associate who partners with Ryan Neilsen to help clients reach their financial goals. With over 25 years in the financial industry, I am deeply committed to delivering exemplary customer service and ensuring client satisfaction throughout every step.

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

I have over 22 years of successful experience in many areas of banking and the financial industry, 20 of those years have been spent as an Investment Advisor. I hold a degree in Commerce majoring in Finance. Using that knowledge and experience, I work to bring a planning- based approach to meeting client's needs. I am very involved in the community, sitting on several boards and also involved in several sports.          

CIRO ADVISOR REPORT

I have 10+ years experience in the financial service industry along with a Bachelor of Commerce degree and Certified Financial Planner designation. My focus is to build relationships with my clients to allow myself to truly understand their goals. I am committed to creating financial plans that are efficient, effective and simplified to help them achieve financial success.

CIRO ADVISOR REPORT

I am a Senior Wealth Associate who works with Nathan Saretsky to provide elite customer service to all of our clients. I provide support to Nathan in the day to day operation of the business. I have 12 + years expereince in the financial industry.

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

Originally from Wawota, Saskatchewan, I hold a BBA in Finance from the University of Regina. Since entering the financial industry in 2020, I obtained my insurance license and became registered to sell investments. Passionately devoted to my client’s success, my philosophy centers on behavioral coaching and helping create evidence-based, historically appropriate investment strategies that stand the test of time. I define real risk not merely as volatility but as the probability of a retiree exhausting their savings during a multi-decade retirement amid rising living costs. Through my goal-based, behavioral investment planning approach, I help families and small businesses establish investment plans they can confidently rely on, allowing them the freedom to focus on what truly matters. I have an adorable rescue dog named Berkley. I enjoy spending my spare time on the lake fishing with my partner, travelling, and playing acoustic guitar.

CIRO ADVISOR REPORT

I serve individuals, families, and small businesses by offering personalized strategies that encompass investment guidance, retirement planning, and estate management. My approach centers around building a trusting relationship, attention to detail, and providing peace of mind for your financial journey.

CIRO ADVISOR REPORT
I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

I am excited to be part of the team as a Wealth Associate. I will be working with Advisors to help client and families reach their dreams and achieve their financial goals. I have over ten years of experience in the Credit Union system, working in various roles. I'm happy to be part of such an amazing team.

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

With 20 years in the financial industry, I empower people to be in control of their finances. I instill peace of mind by keeping things simple, paying attention to the small things, and prioritizing trusting relationships. Growing and protecting your hard earned wealth is at
the forefront of every interaction.

My passion for guiding clients towards their financial goals while growing and protecting their hard earned wealth is at the forefront of every interaction.

CIRO ADVISOR REPORT

I am excited to be part of the team as a Wealth Associate. I will be working with Advisors to help client and families reach their dreams and achieve their financial goals. I have over ten years of experience in the Credit Union system, working in various roles. I'm happy to be part of such an amazing team.

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

I strive to understand the goals and lives of clients, to build out a comprehensive financial plan which is the cornerstone of each relationship. Whether accumulating wealth, or drawing on your life savings, I provide peace of mind by utilizing the financial plan as your personal roadmap. My goal is to safeguard capital & curate tax efficient sustainable cash flow as needed.

Relationships are the most important thing to me & building trust with open communication and reliable service is what you can expect. I has a passion for helping clients reach their full potential.

CIRO ADVISOR REPORT

With over 11 years in the financial industry, I specialize in connecting with my clients to understand what matters most to them, applying my knowledge towards developing strategies to achieve these goals, and provide ongoing advice for their personal, holistic financial plan to become reality, at every life stage.

Born and raised in Saskatchewan, I am grateful to continue to work with people through their financial journey to create peace of mind and success through generations.

CFP, PFP, B.Comm. RIS

CIRO ADVISOR REPORT

I graduated from the University of Regina's Paul J. Hill School of Business with a major in finance and have spent the past three years working in the wealth management industry. I’m passionate about helping others and look forward to supporting the clients of Thrive and assisting our Wealth Advisors.

I am not licensed to offer or sell life insurance products and services through Thrive Wealth Strategies Ltd.

I am very passionate about working with families and small businesses, providing advice and helping them understand the risks if they were unable to provide for their loved ones due to an unexpected event. Prior to starting in this industry in 2005, I was part-owner of 2 family-owned businesses in Tisdale for many years. I am very proud to have qualified for Million Dollar Round Table, a world-wide premier association of financial professionals.

I am a Senior Wealth Associate who supports Shelley  Beaudette to provide our clients with excellent service I enjoy being part of a team that helps clients reach their financial needs. I have been in the financial industry for 25 plus  years . 

I have been in the insurance industry for over 20 years and have had the privilege of helping my clients through the insurance process. I am very passionate about building relationships with my clients and helping design plans that fit their ongoing needs and situations to ensure that they and their families are protected.

I am a Senior Wealth Associate whose role is providing support to the Wealth Protection Specialist team. What I enjoy most about my position, is knowing that the contributions that I make to the team will make a difference in the lives of our clients.

CIRO ADVISOR REPORT

With over 25 years of experience in financial services and retail, I have provided comprehensive advice on insurance, investment, and lending products. I currently specialize in life and health insurance solutions aimed at protecting individuals, families, businesses, and their wealth. My background also includes small business ownership, project & people management. My commitment to excellence in the industry is underscored by my service on a national life insurance advisory council, as well as my membership in Advocis® and the Million Dollar Round Table®.

I am a Senior Wealth Associate whose role is providing support to the Wealth Protection Specialist team. What I enjoy most about my position, is knowing that the contributions that I make to the team will make a difference in the lives of our clients.
       
CIRO ADVISOR REPORT