DFSI REGINA - 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
Brian is uniquely qualified to work with clients on their portfolio design, retirement plans, estate planning, philanthropic strategies and other concierge services.
Brian brings years of knowledge and experience to our office through his 45 plus years of dedicated service to his clients and is a life and qualifying member of the Million Dollar Round Table. Having opened his own successful investment management business in 1981, and sold it in 1995, Brian continues to work with Desjardins Financial Security Investments clients.
Brian is married to Sandie, with 2 adult children and 5 grandchildren. Brian is involved in many sports, with golf as a favorite hobby playing with friends and clients, in charitable tournaments and in recent years with his grandchildren.
Job Titles:
- Life and Health Insurance Advisor / Mutual Fund Representative
Job Titles:
- Life and Health Insurance Advisor
Dieter specializes in working with our clients and Advisors creating insurance and estate plans. He has a vast knowledge of how strategies related to insurance products can alleviate concerns and protect families in the event of a premature death, disability or critical illness such as a cancer diagnosis or heart disease.
Dieter first qualified for the MDRT (Million Dollar Round Table) membership in 1998, has 41 years' experience in the Insurance industry, and has achieved several awards over the years. Whether it's a review of your current policies or looking for a trustworthy advisor to help establish a new plan, Dieter's knowledge and experience will help guide you to make informed decisions.
In his free time Dieter participates as a Director for the Regina Thunder Jr. Football team, spends some of the winter in Sunny Arizona. Dieter resides in Regina with his wife Lynn, 2 children, and 4 grandchildren. He also has a son and 2 grandchildren in Calgary.
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
Greg focuses on working with the office team ensuring our clients are delivered a great customer experience. In addition, he is uniquely qualified to assist our trusted advisors in delivering high quality advice through internal coaching and training.
Through 20 plus years of progressive experience in the financial service industry Greg has built a reputation of being reliable, accountable and successful. Having spent over 10 years at Manulife Financial, he was lastly an AVP managing and training financial advisors across BC. Prior to joining Desjardins, Greg spent 8 years as VP of Sales in SK at Invesco Trimark working with successful advisors across SK to provide education and updates on their investment business. Recently, Greg has been asked to sit on the Board of Directors for the local Advocis Chapter, providing education and advocacy for financial advisors across Canada, as Program Director responsible for local education.
In his free time, Greg enjoys coaching his 2 boys in hockey, taking them to the golf course or any number of other activities. Spending time with his wife Crystal, friends and family at their cottage and on their boat is where he finds time to relax.
Job Titles:
- Certified Financial Planner - Independent Branch
Job Titles:
- Life and Health Insurance Advisor / Mutual Fund Representative
Job Titles:
- GIC Specialist / Mutual Fund Representative
Judy works with clients on their investment, retirement and income plans. In addition, she partners with our in-house team to coordinate financial plans and estate planning.
With 20 plus years of industry knowledge and experience, Judy is dedicated to working with clients to help them meet their financial goals. Judy works closely with her clients and treats them like family! Each family brings a unique set of goals and circumstances, allowing Judy's expertise to understand her clients and create relationships while delivering personalized financial solutions.
Judy is married to Kim, has 3 adult children and a grandchild. She lives outside of Regina on an acreage and enjoys fishing, camping and spending time with her dogs.
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
Kelly focuses on working with clients to create long-term personalized plans. These will be customized for each client and will commonly include retirement planning, income planning, and estate planning.
Kelly has a Bachelor of Administration (Finance) from the University of Regina, 1997 and also completed the Canadian Securities Course, 2004. With over 23 years of experience, Kelly's expertise in both wealth management and insurance prepares clients to meet their current and future needs.
Born and raised in Regina, Kelly has called Emerald Park his home for the past 15 years. Kelly is married to Kim, with children, Hayden and Anna heavily involved in both Rugby and Ringette. After a hockey career of Major Junior, University, and Norwegian Elite, Kelly has also coached Hockey and Ringette at Provincial and National competitions, most recently as an Assistant Coach for Team SASK at the Canada Winter Games, in Red Deer, 2019.
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
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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