|Brian Mallard FOUNDER | T: 306-986-1351 | E: email@example.com
Brian commenced his business career in 1970 with National Drug and Chemical as a Cost Accountant. In November 1973, he became associated with The Canada Life Assurance Company as an individual insurance representative, and has worked in financial and estate planning ever since. He obtained the Chartered Life Underwriters (CLU) designation in May of 1979. Brian attained the Chartered Financial Consultant (Ch.F.C.) designation in 1989, the first year the designation was offered in Canada. In 1995, he attained the Registered Financial Planner (RFP) designation, and in 1997, the Certified Financial Planners designation (CFP). Brian’s favorite part of the business is meeting with new clients and helping them solve their unique financial puzzles.
Brian enjoys spending his vacation time in Maui, as well as with his grandson. Brian stays active working out regularly at his daughter’s local gym, Crossfit Brio.
|Derek Kennedy T: 306-986-1352 | E: firstname.lastname@example.org
Derek graduated high school from Bishop James Mahoney High School in Saskatoon. He has a BA in History and English from the University of Saskatchewan and the University of Auckland, which he began while in the Infantry Reserve. Derek went on to do post graduate studies in secondary school teaching and subsequently taught English in New Zealand. Derek moved back to Canada in 2008 to pursue an opportunity with Brian Mallard & Associates.Derek recently achieved his Certified Financial Planner (CFP) designation from the Financial Planning Standards Council. He enjoys showing his clients a better path to achieving financial security, and helping them traverse the inevitable bumps along the way.Derek is an avid reader with very eclectic tastes ranging from history to economics to science fiction. Derek likes to stay active, his current obsession is Crossfit. He also travels frequently with his family. His favorite places are Huatulco, Mexico to escape the cold and Whangarei, New Zealand, the hometown of his wife.
|Donald Bristow T: 306-934-6011| E: email@example.com
Don started his business career in the summer of 1992 after completing his Bachelor of Commerce at the University of Saskatchewan. He majored in Finance, but spent seven years playing post secondary football in Saskatoon splitting the years between the Saskatoon Hilltops and University of Saskatchewan Huskies. With time spent in practice and the gym, people commented he majored in Football and minored in finance.
|Donna Hurren T: 306-986-1350 | E: firstname.lastname@example.org
Donna’s career in Financial Services began at a bank-owned brokerage firm in 1986. Most of her 17 years with this firm involved management of the branch operations and compliance. In 2004 Donna joined Brian Mallard & Associates as Branch Manager. She manages the branch and its operations and regulatory compliance.
|Michael Wong T: 306-986-1369 | E: email@example.com
Michael was born overseas in Hong Kong and later moved to Canada with his family. He has been serving the public in the financial business for more than 20 years. Through his work, many relationships were built; clients became close friends. In June of 2004, Michael joined Brain Mallard and Associates in order to harness the energy needed to face the constant challenges of the industry. Michael knows that working with good people in a positive and proper environment is what it takes to do a superb job. In the end, it translates to a win-win situation for everyone – that is what Michael would like to see happen.
|Rick Kennedy T: 306-986-1363 | E: firstname.lastname@example.org
Rick began his working career as a power lineman with Manitoba Hydro in 1973. In January 1979, Rick joined Mutual Life of Canada as an individual insurance representative and has worked in insurance and financial planning since that time. Rick has both served as an advisor and manager for two of Canada’s leading insurance and investment firms. He obtained his Chartered Life Underwriter (CLU) designation in 1997. Rick then achieved the Chartered Financial Consultant (Ch.F.C.) designation in 1999. Rick finds the best part of being a trusted advisor to his clients is helping them accumulate, manage and distribute their assets during their lifetime and as a legacy to their heirs.Joining Brian Mallard and Associates in 2011 has allowed Rick to pursue this aspect of the business to the fullest extent in a positive, dynamic team environment. Rick has been married to Iris since 1977. He is actively involved in a number of community and corporate boards including the PAOC Pension Fund and SGI Canada. Rick and Iris enjoy golfing and travelling to warm locales during the winter months.
|Tanis Robertson T: 306-986-1347 | E: email@example.com
Tanis Robertson has been a Financial Planner at Brian Mallard and Associates since the company was formed in 1998. Originally from Vermilion, Alberta, Tanis was her high school valedictorian, and went on to complete a year in the Rotary Youth Exchange program by attending school in Rotorua, New Zealand. Upon returning, Tanis went to The University of Calgary where she completed a Bachelor of Commerce degree in Finance. Corporate jobs at Husky Oil Marketing Company and the CIBC made it clear to Tanis that she wanted to use her skills in a small, locally-involved business that gave her the ability to work independently, but directly with clients. Financial planning was the perfect fit for Tanis – she sums up her financial planning practice with the phrase “I specialize in family financial planning for when you have outgrown your bank.”
Tanis has completed:
Tanis has been married to Ross since 2002 and they have two daughters, Paula and Paige.
|Tim Leier T: 306-986-1355 | E: firstname.lastname@example.org
Tim began his financial planning career in 1994 with Regal Capital Planners, following completion of degrees in Kinesiology, Business Administration and Commerce from the University of Saskatchewan. Assisting clients in the areas of retirement and investment planning for over 15 years has involved a very comprehensive team oriented approach, further enhanced following a career move partnering with the office of Brian Mallard in 1998 to the present.
|Trevor Grabowski T: 306-986-1364 | E: email@example.com
Trevor joined Brian Mallard and Associates in 2008 and manages our Benefits and Pension Solutions. Trevor has over 15 years of experience representing two of the country’s largest providers of Employee Benefits and Pensions and as a Consultant with an International Consulting firm working with clients of various sizes and needs. Trevor is experienced in the design and management, contractual and funding techniques of both traditional, flexible benefit and group retirement solutions.
|Wayne Sanderson T: 306-986-1365 | E: firstname.lastname@example.org|