DFSI OLDS - Key Persons
Job Titles:
- Financial Advisor - Independent Branch
Job Titles:
- Certified Financial Planner / Life and Health Insurance Advisor / Mutual Fund Representative
Job Titles:
- Branch Principal Manager & Financial Advisor
Job Titles:
- Branch Principal / Manager - Independent Branch
Job Titles:
- Life and Health Insurance Advisor / Mutual Fund Representative
Job Titles:
- Life and Health Insurance Advisor / Mutual Fund Representative
Job Titles:
- Life and Health Insurance Advisor
Job Titles:
- Branch Principal / Manager - Independent Branch
Job Titles:
- Branch Principal / Manager - Independent Branch
Job Titles:
- Branch Manager - Mutual Funds - Independent Branch
Job Titles:
- Regional Manager - Regina & Saskatoon / Mutual Fund Representative
Job Titles:
- Certified Financial Planner - Independent Branch
Job Titles:
- Life and Health Insurance Advisor / Mutual Fund Representative
Jordan was born and raised on a dairy farm in rural Alberta and appreciates the sense of community that is present in small towns. He brings with him 4 years of personal and business account managing and is excited to partner with Trevor and continue to provide a small-town business mentality with the competitive advantage of the leading cooperative financial group in Canada.
Job Titles:
- GIC Specialist / Mutual Fund Representative
As Branch Manager, Kayla supports a team of Financial Advisors within the Desjardins Financial Security Investments Inc. corporate branches. With almost 10 years of experience in the financial industry, her focus is on branch compliance and encouraging a high standard of client servicing. Kayla is licensed for both mutual funds and life and health insurance in Manitoba. Kayla is an avid reader and loves spending time with her family and friends.
Job Titles:
- Life and Health Insurance Advisor / Mutual Fund Representative
Job Titles:
- Life and Health Insurance Advisor / Mutual Fund Representative
Job Titles:
- Branch Principal - Independent Branch
Job Titles:
- Branch Manager
- Mutual Fund Representative
Playing a significant role in compliance, and client servicing, Melissa believes that education is key to a successful outcome. With her over 21 years in management and client serving roles throughout her career, she can anticipate and be proactive in her support for others. Melissa is licensed for mutual funds only with Desjardins Financial Security Investments Inc.
Job Titles:
- GIC Specialist / Life and Health Insurance Advisor
Job Titles:
- Life and Health Insurance Advisor / Mutual Fund Representative
Job Titles:
- Life and Health Insurance Advisor / Mutual Fund Representative
Job Titles:
- Branch Principal / Manager - Independent Branch
Job Titles:
- CIM / Life and Health Insurance Advisor
Job Titles:
- Certified Financial Planner
- Mennonite Trust Ltd - Saskatoon - Independent Branch
- Mennonite Trust Ltd - Swift Current - Independent Branch
- Mennonite Trust Ltd - Waldheim ( Head Office ) - Independent Branch
Job Titles:
- Branch Leader - Ottawa / Life and Health Insurance Advisor / Mutual Fund Representative
Job Titles:
- Financial Advisor & Insurance Agent - Independent Branch
Job Titles:
- Mutual Fund Representative
Trevor was born and raised in Olds and continues to reside with his family in the area. With over 26 years of experience, Trevor has a wide breadth of investment and retirement knowledge. He has the expertise to provide you with a complete management and evaluation of your investment portfolio and will develop the appropriate investment strategy to meet your goals. Client relationships are important to Trevor and he continues to cultivate strong relationships with his clients.