THE TARGETED STRATEGIES GROUP - Key Persons
Job Titles:
- Account Manager ( on Maternity Leave )
- Client Solutions Manager
Alana joined The Targeted Strategies Group (TTSG) as an account manager in May of 2021. She has Bachelor of Commerce and Master of Professional Accounting degrees, as well as a CPA certification. She has also completed the CPA Canada In-Depth Tax Program. Alana said her work history and education allowed her to gain relevant accounting and tax knowledge, including tax advisory and estate planning.
Alana said her work has always been client centred. She enjoys helping clients achieve their goals through communication and building relationships. She said the values that influence her at work are teamwork, integrity, and accountability. At TTSG, Alana is inspired by the innovative, evolving business and being able to contribute to and be a part of its future growth.
When she's not at work, Alana enjoys travelling, recreational volleyball, golf and snowboarding, and going for walks or runs with her dog. She is also on the board and the audit and finance committee at Elmwood Residences Inc., an organization that supports individuals with intellectual disabilities.
Job Titles:
- Life License and Contract Specialist
Allison is a Life License and Contract Specialist with The Targeted Strategies Group who maintains life insurance licenses, contracts, and errors and omissions insurance for TTSG employees and entities. With experience in the insurance and financial industries, she has a depth of expertise in processing and maintaining contracts and licenses.
Prior to joining the team in 2023, Allison gained over 8 years of experience assisting financial and life insurance agents with processing life insurance, living benefits, segregated funds and GIC's. She also maintained life insurance licenses and contracts, and error and omissions insurance.
Allison is driven by the value of giving, paying it forward, and ensuring others are taken care of in time of need. In her spare time, she enjoys spending time with her family and friends, playing board games, and quality time at the lake.
Job Titles:
- Client Solutions Manager
- Senior Operations Manager ( on Maternity Leave )
- Solutions Analyst
Anna brings with her 25 years' of corporate travel and customer service experience. She is highly motivated, resourceful and detail oriented. She is responsible for all office procedures and uses her organizational skills to ensure smooth operations in a busy work environment.
Job Titles:
- Senior Account Service Representative
Anna Hartley brings almost 30 years of accounting experience to her role as account service representative at The Targeted Strategies Group (TTSG). "My duties included administration, financing loans and applications, deal processing, tracking and settlements, accounts payable and receivable, bank recs and weekly and month end processing and reporting," she said. "Through this experience I have gained great attention to detail."
Anna joined TTSG in August of 2020 and likes being part of a forward thinking and growing company. "There are so many people from different business backgrounds and such a wealth of knowledge and expertise available to you," she said.
Anna emigrated to Canada from Ireland six years ago with her family and moved to Saskatoon without knowing anyone here. "We have made a new life for ourselves. I became a Canadian citizen in January of 2020," said Anna.
When she's not working, Anna enjoys watching her son and daughter play soccer, or playing on her own co-ed soccer team. "We're a really big soccer family," she said. "I grew up watching the Liverpool Football Club with my family. It's something we all shared together. It's a game of great skill, pride, and passion."
Job Titles:
- Controller
- Client Solutions Manager
Blair joined The Targeted Strategies Group (TTSG) working as a controller with the finance team. He will be preparing financial statements and reports and providing value added insight. Blair has a Master of Professional Accounting degree (MPAcc) and is a Chartered Professional Accountant (CPA, CA).
He worked previously as a tax specialist at Deloitte and was the CFO of the Crossmount Group of Companies for the past six years. Blair also works as a mixed martial arts (MMA) coach, which he has been doing for over 15 years. Teamwork is very important to Blair, whether in a sport or at work. He explained that in both, high performing teams come prepared with a plan and each person needs to execute their part of the plan. Next comes a debrief, time for adjustments, and continual growth and performance.
Blair said he is inspired by seeing the people who work at TTSG and he is excited to learn as much as he can from them. As well, he said the company has aggressive but achievable growth objectives that are going to be an exciting challenge.
Job Titles:
- Executive Assistant, Operations
Brandi joined The Targeted Strategies Group (TTSG) as a C-suite executive assistant in the fall of 2021. Brandi's administration experience at Canadian Natural Resources, paired with her experience as an accounting technician with SVF in Estevan, SK, has given her the knowledge and skill to thrive as an executive assistant. Her attention to detail, people focused personality and drive to create efficiencies within an office has made her an excellent addition to TTSG.
Brandon is working towards his CPA designation, and holds a Bachelors of Commerce with Great Distinction in Accounting from the University of Saskatchewan. Prior to joining the team, he has several years of experience in public accounting working in financial reporting, taxation and assurance services.
Brennen holds a Bachelor of Commerce with Great Distinction in Finance from the University of Saskatchewan and is a CFA® Charterholder. Prior to joining the TTSG team, he helped manage and operate a business in the agriculture industry. He gained valuable insight into sales, customer relationships, marketing, and small businesses.
Cameron is a Client Solutions Manager bringing his experience in client relations and a background in assurance services. This includes working for an internationally renowned accounting firm, specializing in assurance services for a wide variety of corporate and individual clients.
Job Titles:
- Operations Manager
- Account Manager - Team Lead
- Client Solutions Manager
Cameron holds a Bachelor of Commerce with Distinction in Accounting from the University of Saskatchewan. He has also completed the Master of Professional Accounting Program at Edwards School of Business. Cameron earned his Chartered Professional Accountant (CPA, CA) designation working for an internationally renowned accounting firm specializing in assurance services for a wide variety of clients.
Job Titles:
- Account Service Representative
- Client Solutions Manager
Chelsea has been with The Targeted Strategies Group (TTSG) since September of 2018 as legal counsel. In this role she drafts and reviews contracts, provides legal advice and general corporate legal support.
In addition to her law degree, Chelsea has a Bachelor of Science degree in applied microbiology, which gives her a unique perspective. "My science undergraduate degree helps me to think analytically and gives me a different perspective than others might have," she said. When she's not at work, Chelsea enjoys reading, listening to music, cooking, and walking trails.
Chris, an accomplished Account Manager at TTSG, leverages his diverse professional background to facilitate impactful strategies for clients, helping them in saving money and planning for the future through life insurance. With a Bachelor of Education degree from the U of S and a CPA designation, he brings a unique skill set to the table. His typical day involves client meetings to discuss policy year plans, consultations with banks to reduce costs, and data compilation for financial planning.
Drawing on a rich background that includes a role as a Senior Accountant in the agriculture sector at MNP and nine years dedicated to teaching and career counseling, Chris has accumulated a wealth of experience. His commitment to excellence shines through in the meaningful moments he helps create and cherishes, especially when clients express gratitude for the transformative service provided by TTSG. This dedication extends beyond the professional realm, shaping both his behavior at work and in his personal life, where Chris continues to embody the values of hard work and effective communication.
At TTSG, Chris draws inspiration from the dual impact of helping clients solve problems and build wealth. His career goals within the organization include continuous learning and providing the best possible service to clients, with success defined by his ability to contribute to clients' goal achievements, reinforcing his commitment to making a positive impact. Outside the corporate arena, Chris finds solace in various activities such as hockey, golf, running, biking, camping, hiking, and spending quality time with his family and dog.
Cindy joined the team in 1998 after completing her Bachelor of Commerce (Finance) from the University of Saskatchewan. Thanks to her lengthy tenure with the company, Cindy has a profound knowledge both of the unique planning problems faced by our clients and of the market-leading solutions we have devised for them.
In August of 2020 Colin joined The Targeted Strategies Group (TTSG), where he is an account service representative. Colin has a Bachelor of Commerce with a major in finance from the Edwards School of Business, and previous experience working in commercial banking with HSBC Bank of Canada. "My background in finance and commercial banking will give me the ability to identify clients' business and personal financial needs," said Colin. "I have gained the skills to assess large and small commercial financial statements and to identify future trends."
While at university, Colin was part of the Huskie Men's Volleyball Team and he then spent eight months in Switzerland on a professional volleyball contract. "Professional volleyball gave me leaderships skills and the chance to work with a dynamic team full of a multitude of different skills and backgrounds," Colin said. At TTSG, the values that drive Colin are integrity, hard work and being motivated to help his clients. He finds it inspiring that this value is shared across the firm. "Every employee has the desire to ensure that clients' health and wealth are protected both personally and from a business perspective," said Colin.
Dan is an Account manager at the Targeted Strategies Group (TTSG). He earned his degree in business administration, specializing in accounting at Wilfrid Laurier University. Dan previously worked as a manager at KPMG in the US and cross border tax services group, where he also obtained his CPA, CA. Dan says having a tax background helps to understand TTSG's structures and benefits. He says his experience regularly communicating with clients and explaining unfamiliar topics is of great value with his role at TTSG.
Success for Dan is being proud of what you have done, and being content with your state of being. When he's not working, Dan enjoys golfing and following sports. He says golf is his favourite activity because it's a great way to get outside and he loves the idea of always trying to improve your own score.
Daniel joined The Targeted Strategies Group (TTSG) in 2020 and is an IT Systems Lead. "I have developed patience and persistence in dealing with IT-related issues and the ability to drive down to the root of the issue," he said. "I excel in fast-paced environments with constant scope changes and enjoy finding new ways to overcome challenges."
Daniel says IT impacts everyone differently, and everyone's levels of understanding and comfort are unique. "I enjoy reacting to each person differently and working with them where they are. Empathy, understanding, and patience can go a long way, especially when systems or programs are not functioning as intended," he said.
Many years before working with TTSG, Daniel was an armed guard for a cash solutions company. "The job included driving armoured cars, transporting money and valuables, filling bank machines and carrying a gun. I still have an excellent shot," Daniel said. Daniel is now excited for his role at TTSG. "I have been searching for a position where I can apply my strengths and be appreciated," he said. "I am looking forward to using my training and knowledge to make the lives of those around me easier."
Daniel graduated from the University of Saskatchewan and holds a Bachelor of Commerce Degree with Distinction in Finance. He played for the University of Saskatchewan Huskie basketball team and was a two-time Academic All-Canadian.
Dean holds a Bachelor of Commerce degree in Accounting from the University of Saskatchewan as well as a CPA designation. Prior to joining the team, Dean held the Assistant Controller and then Controller positions at an industrial distributor where he had responsibility for month-end, internal controls, external audits as well as a couple of ERP conversions. Previous to that Dean was the Controller for a family owned manufacturing business.
Job Titles:
- Client Solutions Manager
- IT Systems Administrator
Eamonn joined The Targeted Strategies Group (TTSG) as a market research analyst in 2019 where he assists with client research. Eamonn has a Bachelor of Arts in business economics from York University and worked as a financial assistant before joining TTSG. "With my previous experience of dealing with people's financial matters, I'm able to transfer that understanding on finding the precise information that my employers and colleagues request and write it in a simple format," he said.
His position as a property management assistant taught Eamonn about the challenges of communication. "The number one thing I learned while at that job was you can have a problem, have five people aware of the problem, have two of those people think it's not a problem, theorize four different ways of solving the problem, solve the problem, and still have one person who thinks it's a problem," he said. "This helps me at TTSG by being able to communicate efficiently with the team."
Eamonn values honesty and intensity and allows this to drive his behaviour both professionally and outside of work. At work he said he also values results. "I enjoy the results-oriented environment here mixed with the great people," he said. When he's not at work, Eamonn is training to be a track and field Olympian.
Job Titles:
- Underwriting Administrator With
Edin is an Underwriting Administrator with The Targeted Strategies Group. In this role, he is responsible for administering the underwriting process, from preparing application and delivery packages to ensuring compliance while organizing and updating our systems. He works closely with the rest of the Operations team to provide exceptional service to TTSG clients.
Prior to his role at TTSG, Edin held positions that facilitated his dedication to personal growth, diligence, and expertise in areas such as compliance, documentation, and administrative support. Edin holds a Bachelor of Arts degree in English and continues his education related to business to further his knowledge and skills.
Outside of work, he values quality time spent with his wife and two daughters. In those rare moments of spare time, he immerses himself in his creative passion for crafting dioramas, as well as building intricate aircraft and armour models of the WW2 era.
Job Titles:
- Director of Enterprise Accounting
Elena is the Director of Enterprise Accounting at The Targeted Strategies Group, bringing over 25 years of experience in diverse industry and public practice firms. With expertise in taxation and strategic planning, she provides comprehensive financial oversight for non-core entities.
Elena brings a diverse background to her role having formerly served as a director in both the high-net-worth family office and accounting sectors bringing expertise in consultancy, financial statement proficiency, and a proven ability to optimize performance. Her extensive professional journey also encompasses roles as a teacher specializing in foreign languages and as a university instructor teaching Accounting. Accredited as CPA, CGA, and holding an M.Ed., Elena exemplifies a commitment to financial excellence. She values creativity, self-improvement, and integrity as core principles.
Job Titles:
- Associate
- Principal
- Associate Principal With
Faye is an Associate Principal with The Targeted Strategies Group who works with business owners and their advisors to define holistic solutions to meet their complex objectives. With experience in both public practice and multi-national enterprises, she has a depth of tax expertise that she leverages to build strategies that optimize tax structures in global business operations. Her international tax background has valuable application for clients who have foreign ownership.
Prior to joining TTSG, Faye was Vice-President of Tax at CES Energy Solutions Corporation and Director of Tax at Viterra. She has a track record of developing high performing tax teams and well-governed finance organizations built on a foundation of best practices and scalability - all designed to support ambitious enterprise growth.
Faye started her career at Deloitte and received a Bachelor of Commerce from the University of Saskatchewan. On the weekends, she can be found at an arena watching her boys play hockey or at a ball diamond in spring and summer cheering on her son. For Faye, any day spent enjoying the fresh mountain air is a great day.
Job Titles:
- Account Service Representative
- Client Solutions Manager
Job Titles:
- Client Solutions Manager
- Head of Business Development Acceleration
Jason Gill is an experienced professional specializing in private business restructuring, estate preservation for high net-worth clients, and due diligence in cross-border and domestic mergers and acquisitions. Possessing a strong technical foundation, Jason holds a CPA with a focus on Canadian tax and has successfully completed all three levels of the In-depth taxation course. His communication prowess, refined through teaching at Kwantlen Polytechnic University, emphasizes his ability to engage diverse stakeholders effectively.
In his previous role as Senior Total Wealth Planner at Scotia Wealth Management, Jason demonstrated excellence in delivering client financial plans and implementing strategies aligned with specific goals. As a Tax Manager at Ernst & Young LLP and MNP LLP, he provided expert advice on tax structures, executed due diligence for acquisitions and divestitures, and specialized in crafting tailored estate plans for high net-worth individuals and businesses.
Driven by values such as family, respect, and cultivating strong relationships, Jason dedicates his leisure time to outdoor activities, family, and volunteer coaching for his local soccer club in the Fraser Valley. Jason has represented Team Canada at the World University Games in Serbia and China, coupled with his three-year captaincy of the UBC-Vancouver varsity soccer team.
Inspired by the prospect of positively impacting businesses and families at TTSG, Jason defines success as diligent work and leaving a positive impact on family, friends, and clients. Guided by the motto "Discipline and Consistency are key," he brings a wealth of experience, commitment, and leadership to his role.
Job Titles:
- Head of Strategic Client Credit
Jason is the Head of Strategic Client Credit at The Targeted Strategies Group (TTSG). With expertise in insurance lending, financial statement analysis, executing credit transactions and relationship management, he optimizes the insurance policy financing experience for valued TTSG clients. His background in banking and insurance lending, combined with his creative problem-solving skills, enables him to provide exceptional guidance and support.
Prior to his role at TTSG, in his position as Director of Credit Structures, Jason managed the lending portfolio and underwrote large and complex credit transactions for banking clients. Before that, as a Credit Analyst in Corporate Banking, he conducted credit analysis for mid-market enterprises.
Jason holds a B.COMM (honours) degree from the University of Guelph and upholds values of integrity, kindness, perseverance, and discipline in his work. Outside of his profession, he enjoys quality time with his family, participating in activities such as hockey, golf, running, swimming, reading, DIY home improvement projects, and travel. He actively volunteers at his kids' school and engages in their extracurricular activities, showcasing his dedication to community support.
Job Titles:
- Underwriting Administrator
Jenelle is an Underwriting Administrator at The Targeted Strategies Group (TTSG) and is responsible for administrating the underwriting process, which involves such tasks as preparing applications, delivering packages and ensuring compliance by organizing and updating our systems. She works closely with her Operations team colleagues to provide excellent service to our clients.
She brings years of experience working in fast paced, high stakes office environments and has held significant positions, including Dealer Relations Coordinator with a national company where she excelled in creating and managing local marketing initiatives, organizing auctions, and providing administrative support. Jenelle also served as a Sales Representative for several years, demonstrating exceptional skills in marketing, client relationship management, and CRM maintenance. With excellent communication and collaboration abilities, adaptability, multitasking skills, and a Bachelor's degree in Commerce, Jenelle brings valuable expertise to her role.
Jenelle is known for her strong commitment to integrity, kindness, and reliability in her work. Alongside her professional pursuits, she finds joy in baking and cherishes quality time with her family at the lake. Additionally, Jenelle is actively involved in building a small hobby farm, showcasing her passion for personal growth and fostering a fulfilling life outside of work. Her contributions are instrumental in driving the ongoing growth and achievements of TTSG.
Job Titles:
- Account Manager
- Account Manager - Team Lead
- Client Solutions Manager
Jenna is an account manager at the Targeted Strategies Group (TTSG) with a background in accounting. She has BComm and MPAcc degrees from the University of Saskatchewan, as well as a CPA designation. From her prior position at a large, local accounting firm, Jenna gained experience in a wide variety of service areas, including personal and corporate taxes as well as assurance and financial reporting.
Jenna is driven by the values of integrity, professionalism, and enthusiasm. She defines success as finding fulfilment both professionally and personally: Helping clients find impactful solutions, while also spending time with loved ones and doing things she enjoys. She finds it inspiring to work collaboratively with a team at TTSG to best serve clients, and she says the best skills she brings to her job are a sense of teamwork, organization, and attention to detail.
Outside of work, Jenna enjoys spending time at her family cabin, trying new recipes and travelling.
Job Titles:
- Chief Operating Officer
- President
As the President and Chief Operating Officer at The Targeted Strategies Group, Jill manages and oversees the continuous improvement of operational effectiveness and solutions, with the goal of mutual satisfaction between our strategic partners, providers and clients. Jill also supports accelerating business growth of the brokerages within our group, as well as external brokerages, agents, and family offices.
With a background in executive and strategic leadership, Jill brings a wealth of experience and expertise to her role. She served as the CEO at Thrive Wealth Management for five years, preceded by many leadership roles, including Vice President, with Conexus Credit Union. Jill's expertise includes building and scaling businesses including a financial advisory firm and as a partner in private business. Her educational foundation includes a B.Comm in Finance from the University of Saskatchewan and an Executive MBA from Royal Roads University. Additionally, Jill is a Certified Financial Planner (CFP), and is both IIROC and insurance experienced, underlining her dedication to excellence in financial planning and advisory services.
As a Principal with TTSG, and President of InterGen Solutions, John explains complex issues and detailed solutions to his clients and their advisors. He develops innovative solutions for harvesting and transitioning clients' life work and wealth through tailored succession planning, wealth preservation and legacy planning.
John specializes in cross-border financial solutions for divestiture transactions, corporate restructuring, and estate, legacy and succession planning. Specifically, he conceptualizes impactful plans for structuring current and future net worth to benefit families, communities and philanthropic initiatives. He also supports clients in enhancing their overall health, quality of life and longevity by facilitating access to the latest global healthcare resources and trends.
Prior to joining TTSG, John served as Vice President of International Tax Services and Regional Managing Partner of National Tax Services at MNP. In these roles, he developed practical international tax solutions for mid-market, privately held companies and high-net-worth clients. John earned a Bachelor of Commerce in Finance and Economics from Dalhousie University.
Job Titles:
- Head of Corporate Development
Jonathan is a business builder and integrator. As Head of Corporate Development, he helps convert business opportunities into growth at The Targeted Strategies Group.
Recognized for his ability to drive commercial outcomes, Jonathan has had international leadership roles across wealth management, technology sales, and management consulting. Most recently, he was a Managing Director at Standard Chartered Private Bank and a member of the executive team. As the Head of Strategic Initiatives and Data Analytics, he was instrumental in the turnaround of the $65B AUM business with over 1000 employees.
Jonathan started his career at Deloitte before pursuing adventures in London, Seoul, and Singapore. He holds an MBA from London Business School and a Bachelor of Finance from UBC.
Job Titles:
- Account Service Representative
Josh has worked for many large financial institutions and some of the largest publicly listed banks on the ASX. During this time he has implemented and developed front office financial market trading systems for retail equities and derivative products and been responsible for front office operations and client relations. Josh has a Bachelor of Commerce with majors in Finance and Economics, while having completed Finance industry accreditations for retail advisory in equities and derivative products.
Job Titles:
- Senior Training Coordinator
Julie has held several roles since joining The Targeted Strategies Group (TTSG) in 2006. Previously Julie was an account manager, and she has also been part of the service team. Most recently she has taken on the role of training co-ordinator. "I have had a few different jobs with TTSG which has helped me to gain knowledge of what and how different departments do things. That and the length of time I have worked here have helped me grow into the training co-ordinator role."
Job Titles:
- Account Service Representative
Job Titles:
- Business Performance Manager
Job Titles:
- Human Resources Administrator
Job Titles:
- Business Optimization Consultant ( on Maternity Leave )
Job Titles:
- Account Service Representative
- Client Solutions Manager
- IT Systems Administrator
- Senior Advisor - Finance & Banking
Job Titles:
- Senior Advisor - Solutions
Job Titles:
- Account Service Representative
Job Titles:
- Underwriting Administrator
Job Titles:
- Director, Human Resources
Samar brings to TTSG her experience of handling projects, strength of organizing and streamlining processes, as well as daily tasks in addition to following through steps to achieve deadlines. She holds a Master's degree in Marketing with 14 years experience in initiating and managing projects, business planning and execution, corporate strategy and managing end-to-end consultancy projects.
Job Titles:
- Senior Account Service Representative
Job Titles:
- Senior Account Service Representative
Job Titles:
- Manager, Sales Optimization
Job Titles:
- Chief Executive Officer
- Principal
Job Titles:
- Account Manager - Team Lead
Job Titles:
- Senior Operations Manager
Job Titles:
- Senior Financial Administrator