DFSI KILCONA - 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:
- Administrative Assistant
- Administrative Assistant for the Kilcona Branch
As the Administrative Assistant for the Kilcona Branch, Colleen strives to project a positive experience to everyone by greeting clients with smile and a kind word the moment they enter the office. Colleen demonstrates a pure love for her role here. She has worked in the Financial Services industry for over 47 years and has been with Desjardins Financial Security Investments Inc. for over 10 years. The moment she graduated high school, she started her first job in the financial industry 5 days later and has stayed in the industry since. She enjoys gardening, photography, all creatures great and small; and of course, time spent with her family and friends are her cherished moments.
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
As a Sales Assistant, Hardeep takes pride in her daily activities to ensure all transactions are completed quickly and accurately. She enjoys the variety of activities in her role and always has a smile to give. While Hardeep has been with our office for over 2 years, she has plenty of experience with client service and insurance knowledge. Hardeep holds a Masters Degree in Literature and a Bachelors in Business Administration. In her spare time, Hardeep enjoys horror movies, cooking new dishes and spending time with her family. Hardeep aspires to excel in baking, house and clothing design and palm reading
Job Titles:
- Certified Financial Planner - Independent Branch
Job Titles:
- Life and Health Insurance Advisor / Mutual Fund Representative
Job Titles:
- GIC Specialist / Mutual Fund Representative
Job Titles:
- Administrative Assistant, Estate and Insurance
Kathie assists Financial Advisors with the coordination of estate planning for 6 of the Desjardins Financial Security Investments Inc. corporate branches. Kathie's attention to details and strong understanding of the requirements of various investment companies is key to a successful estate settlement. Kathie has 5 years of experience within the financial services industry and over 30 years combined in other sectors. This has allowed her to provide exceptional support to Financial Advisors and their administrative teams during the estate process.
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
Whether you are just starting your career or in full swing of retirement, Kristel feels that it is very important for everyone to have access to financial advice and expertise. She focuses a great deal of energy on holistic financial planning and is fully licensed to endorse mutual funds and provide need-based Life and Health Insurance solutions. She specializes in socially responsible investment products. She continues to strive to provide all clients with every facet of financial planning to help them obtain their individual financial freedom.
With over 15 years of financial industry experience and over five years of Financial Planning experience, she has extensive knowledge of all aspects of a client's financial well-being. As a Certified Financial Planner, Kristel has demonstrated the knowledge, skills, experience, and ethics to examine their clients' entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan.
Kristel enjoys travelling, and spending time at the cottage in Lac Du Bonnet with her husband and daughter.
Job Titles:
- Sales Assistant
- Sales Assistant With
Lacey has been a Sales Assistant with Desjardins Financial Security Investments Inc. for 5 years and 15 years within the financial industry. Lacey is a team player and enjoys the variety of daily activities in her role. She takes pride in making strong connections with our clients and co-workers. In her spare time, Lacey enjoys spending time with her family, baking amazing goodies and crocheting. She has also published two fictional books.
Job Titles:
- Life and Health Insurance Advisor / Mutual Fund Representative
Linda is a Financial Advisor with 25 years of experience in the financial services industry. She offers a wealth of knowledge in retirement, estate planning and insurance products to her clients. Linda uses an informative communication style combined with passion for collaboration and informed decision making, to deliver unbiased solutions. Linda enjoys spending her leisure time with family, outdoor activities, gardening, and cooking
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:
- Financial Advisor
- Life and Health Insurance Advisor / Mutual Fund Representative
Pat Kennedy is a Financial Advisor with over 25 years of experience in the financial services industry. He brings a wealth of knowledge and experience to his clients. Pat specializes in Investment Planning, focusing his time on understanding and explaining the intricacies of the complex world of investments.
Job Titles:
- Life and Health Insurance Advisor / Mutual Fund Representative
Job Titles:
- Branch Principal / Manager - Independent Branch
Job Titles:
- CIM
- CIM / Life and Health Insurance Advisor
Ron has over 25 years of experience in the financial services industry. After graduating from University of Winnipeg with a Bachelor of Arts degree majoring in Business Administration and Red River College Business Administration program he began his career with the Province of Manitoba Superannuation Fund as a Retirement Counsellor. In 1997 he made the leap over to the investment advisory side and gained experience at Merrill Lynch Canada, Wellington West Capital Inc., and TD Private Investment Advice. For Ron, client needs and objectives are always his top priority.
Ron completed his Chartered Investment Management (C.I.M.) designation and will continue to upgrade his knowledge and skills in the ever-changing financial services industry. He believes it is crucial to get a full in-depth analysis of a client's financial picture, develop a personal wealth plan and investment strategy and maintain consistent, regular reviews and updates.
In his spare time Ron enjoys golf, badminton, swimming, travelling, crossword puzzles and being outdoors. He is an avid fan of the Winnipeg Jets, Winnipeg Blue Bombers and Minnesota Vikings. Ron is a proud dad and enjoys spending as much time as he can with his son.
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
Veronica brings 30 years of experience in the financial services industry. With a wide range of financial services knowledge and extensive experience in office administration, client service, and branch compliance, she assists the teams to adapt to the ever-changing industry. It is important to her that each team member strives to provide the highest standard of client care. Working with the branch administration staff, she encourages the value of communication, laughter, and cooperation in the workplace.
Veronica is licensed for both mutual funds and life and health insurance in Manitoba.