"Luck is attracted to people who channel it in the direction of others" - Mike Lipkin

"The highest form of distinction is service to others" - King George VI

Ken Gareau, CLU, CFP® Senior Investment Advisor Director, Private Client Group

Trista Moskal Investment Advisor Branch Administration Manager While traveling across Canada to set up new retail stores and train new staff, Trista gained both customer service skills and business management skills which are a great asset to our team. Trista also has her Office Education Certificate from SIAST Palliser Campus. As the company quickly grew so did her responsibilities which has prepared her for her position as Branch Administration Manager. Trista has recently become registered as an Investment Advisor to better assist our clients.

Denise Herauf Business Development Manager Since joining our team in 2007 Denise has brought her extensive business development and marketing skills from her 6 years experience as a Media Marketing Advisor for Harvard Broadcasting. During her 6 years with Harvard Broadcasting she helped over 100 businesses develop and utilize a successful marketing campaign. Denise has a diploma in Hospitality and Tourism Marketing which she received at Medicine Hat College. With over 10 years of customer service experience Denise has become an essential member of our team.

Debbie Braden AMP Mortgage Consultant* Prior to becoming a licensed Mortgage Consultant with Invis, Debbie was employed by a major chartered bank for over 20 years and achieved her Personal Financial Planning designation. Debbie is a member of the Alberta Mortgage Brokers Association, the Canadian Institute of Mortgage Brokers and Lenders, and has earned the Accredited Mortgage Professional designation. Debbie’s extensive experience with personal mortgages and her track record of efficient and highly personalized service makes her an outstanding advisor to her clients. She is able to offer a wide range of innovative mortgage products through a variety of primary lenders across the country simplifying the mortgage process for all her clients. For more information on mortgages, call 790-9452 or visit our mortgage website. * DundeeWealth Mortgages provided by Invis.

Jason Beaumont Group Benefits Consultant, Regina Branch Jason was born and raised on a mixed grain and cattle farm in central Saskatchewan.  After high school, Jason completed his Diploma in Agriculture at the University of Saskatchewan majoring in Multiple Enterprise Management with a focus on Marketing Business Development. Through Jason's extensive business development career he has developed exceptional customer service skills as well as an expertise in aiding business growth and prosperity.  These skills are an asset to Jason's role as Group Benefits Consultant.  Let Jason help you grow your business in our expanding and ever changing Saskatchewan economy.

* Group Benefits provided through Dundee Insurance Agency Ltd.    *Insurance products provided through Dundee Insurance Agency Ltd.

Armande Gaudet Branch Marketing Associate Armande assists in the marketing department. She follows up on all of the prospects and leads acquired from educational seminars. Armande manages Ken’s daily schedule and is responsible for booking appointments. With over 35+ years in customer service, Armande is dedicated to superior client service.