Rick has worked in the financial services industry since 1979, working as an advisor and Director of two of Canada’s leading providers of financial security services. He has been active in the sales and service of Group Benefits for decades and also has his Chartered Life Underwriters (CLU) and Chartered Financial Consultant (Ch.F.C.) designations. Rick is active in the community serving charities such as the United Way and serves on several boards including SGI Canada and the PAOC Pension Fund, and has also served as President of Advocis.
Jeremy graduated with honors in Political Studies from the University of Saskatchewan before beginning his studies for his MBA. Having completed his studies for the Canadian Investment Funds and Life License Qualification certifications, as well as obtaining the Certified Health Insurance Specialist designation, he is now obtaining his Certified Financial Planner and Certified Employee Benefit Specialist (CEBS) designations.
Don graduated from Commerce at the University of Saskatchewan before beginning his career in insurance and investment planning with London Life. Subsequently he moved to Sanderson Securities and soon after obtained his Chartered Life Underwriters (CLU) designation and trading authorization. He joined the offices of Brian Mallard &amp;amp;amp;amp; Associates in 2001 and since then has spearheaded the development and growth of one of the most successful Employee Benefit firms in Northern Saskatchewan. Don has also been assisting individual clients in financial planning for over 20 years with a specialization in investment planning.
Trevor has over 15 years of experience representing two of the country’s largest providers of Employee Benefits and Pensions, and as a Consultant with an International Consulting firm working with clients of various sizes and needs. Trevor is experienced in the design and management, contractual and funding techniques of both traditional, flexible benefit and group retirement solutions.
Trevor completed his Certified Financial Planner (CFP) designation in 2002 and is a member of the Financial Planners Standards Council and an active member of Advocis, a nationally recognized association of Financial Planners.
Tim started his insurance career in 1980. In May of 1985 he joined the London Life Insurance Company and has earned his CLU and CFP designations. Since then he specialized in the group benefits and pension plan market place building one of the most successful practices in the industry. Tim also specializes in designing benefit packages for Canada’s 1st Nations Communities and has enthusiastically worked with many 1st Nations communities for decades. He continues to serve nearly 20 Bands and Tribal Councils as the VP of Business Relations for BMA Benefits.