I am an Investment advisor, hold multiple licenses: Investments, Insurance, Mortgage. My mutual fund and insurance licenses are sponsored through Carte Financial Group. My mortgage license is sponsored by RateShop Inc.
Kathy Sauerborn is the Executive Vice President of Member Solutions for Noventis Credit Union. Noventis is a strong Credit Union with over $1 billion in assets and serving 12 communities in the Interlake area of Manitoba. Noventis offers a multitude or products and services including personal financial planning, will and estate planning, investment and retirement planning. Kathy leads all member facing branch staff in deposits, lending to include consumer, agriculture and commercial as well as the Wealth Management arm. She has enjoyed over 30 years experience in the financial services industry directly related to coaching, team building, leadership, customer service, strategic planning and personal financial planning. Her passion is dealing with people and finding solutions in order to meet their financial goals. Kathy also is on the Executive Team of the Credit Union and is involved in the direction of the Credit Union in this quickly changing landscape. Kathy values education and is always actively learning in order to stay current. Her most recent accomplishment was obtaining her Masters in Business Administration MBA, Chartered Management Degree and various other courses directly related to Finance and leading people.
For over 20 years, Bona has been helping individuals and families achieve their financial goals. She specializes in financial planning, allowing you the freedom and peace of mind to know you're on the right track.
Bona started her career with TD Bank where through The Institute of Canadian Bankers achieved her Mutual Fund License. She also holds the Life License (LLQP) and holds the designation Elder Planning Counselor and has been a charter member since 2004. She is fluently bilingual.
Her advice is based around the principles of investments, insurance and health care benefits for her clients. The ongoing service she provides ensures that she will always meet your needs in light of ever changing personal and economic circumstances.
Her commitment, together with willingness to strive towards improving her business ensures that she will continually endeavor to meet the requirements of her clients.
As co-owner of the Mackenzie Savone Team, Bona is confident that our disciplined approach will help you develop sound financial goals while establishing mutual trust. Each member of our team is committed to meet your needs with integrity and honesty. We plan so you can achieve!
Areas of focus:
Phil is the President of Sawyer & Associates Financial Services Ltd. He began his career in the financial industry in 1983, right after graduating from University with a degree in Economics and began what would become a very successful career as one of the top sales associates with Sun Life Financial in Canada. In 1996, Phil earned the Certified Financial Planner (CFP) designation and has continued to guide his clients through retirement and estate planning issues including assisting executors with navigating the complicated financial, legal and taxation issues they may encounter. Phil is associated with the mutual fund dealership, Investment Planning Counsel (IPC); this relationship allows him to represent almost every Mutual Fund in Canada and a number of banking relationships.
Phil is very active in the financial industry and is a member of the National Advisory Board with Investment Planning Counsel. He has been happily married to his wife Lise for over 30 years, and they have two children, Cathy and Karen. Phil and his wife enjoy travelling, golf and boating on Georgian Bay on their boat named "Current Sea".
Check out our website for more information: www.sawyerandassociates.ca
Comprehensive financial planning, investment management and tax planning
Financial Advisor with a stress-free, confidence building, relationship-driven and client forward approach.
Bryan graduated from the Odette School of Business in April 2012. He holds a Bachelor of Commerce degree with a concentration in finance. He was recognized as a member of the Golden Key Society for ranking in the top 15% of his class in academics. Upon graduation, Bryan started his career in the financial services industry with Freedom 55 Financial.
Bryan is a strong believer in education and professional development. He has attained the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations.
Since he began his career, Bryan has been a member of Advocis, The Financial Advisors Association of Canada. As of 2015, Bryan has been a qualifying member of the Million Dollar Round Table (MDRT), an organization dedicated to the professional development of financial advisors around the world.
Bryan works diligently with his clients in all aspects of financial planning. He is an advocate of always doing what is in the best interest of his clients, hence his mission statement: “Excellence Through Integrity”.
In Bryan’s time away from the office, he enjoys spending time with his wife, Krista, and their dog, Lennox. Bryan is also passionate about sports and fitness, especially hockey, golf and CrossFit.
I work with appointed estate representives one-to-one providing care after funeral services by way of estate fraud protection, time sensitive notifications, review of fiduciary duties etc.
I am a Certified Executor Advisor (CICEA), Funeral Preplanning Advisor licensed through the Bereavement Authority of Ontario; and I hold my life insurance license in the province of Nova Scotia for the purpose of funeral preplanning.
Sunrise Aftercare Solutions
Wealth Advisor for TD Private Wealth Management providing Investment, Private Banking and Estate Planning and Services