Search
JOIN US
Quick Links to Content
Introducing the Synergy Wealth Team
Jason Rindfliesch
CFP®, RIS
Financial Advisor
Synergy Credit Union
Aviso Wealth
Jason Topolnisky
CFP®, RIS
Financial Advisor
Synergy Credit Union
Aviso Wealth
Aviso Wealth
Jeanette Sherling
FCUIC, RIS
Manager of Wealth Services
Synergy Credit Union
Financial Advisor
Aviso Wealth
I enjoy sitting down with our members to help determine and understand their short- and long-term goals. The most powerful tool to help guide you to those goals is to have a plan in place. Being able to help families sort through the different financial aspects while providing them with a visual strategy of how we can create that pathway to make their dreams and goals a reality is very much a passion of mine!
Credentials/Education highlights:
Certified Financial Planner® (CFP)
Responsible Investment Specialist (RIS)
Personal highlights:
I love watching and playing sports, volunteering for my girls sporting activities and also being outside.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Ph: 1-306-500-2232
Aviso Wealth
I aim to provide holistic financial planning and investment advice that helps members meet their life goals and dreams—providing them with financial plans and financial products that work best.
Credentials/Education highlights:
- Certified Financial Planner® (CFP)
- Responsible Investment Specialist (RIS)
- Bachelor of Education from the University of Alberta
Personal highlights:
I graduated from the University of Alberta with a Bachelor of Education. I worked previously as a Branch Manager with Enterprise Rent A Car, a Financial Consultant with Investors Group, and an Investment Specialist with Servus Credit Union, where I provided complete financial advice to my clients. I joined the Synergy Wealth team in November 2020.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Ph: 1-306-500-6821
I manage a team of professionals that work with members looking for personalized, expert investment and wealth management advice. They provide education, customized solutions and make recommendations so members can make sound financial decisions.
For us, true success is providing strategies and solutions to issues members hadn’t anticipated.
I have been part of the credit union system for 27 years and have been with Synergy Credit Union since 2010. My experience includes finance, investments, leadership and management. Away from work, I participate in community events that Synergy sponsors, such as Agri-Visions, Health Foundation Gala, Meals on Wheels, and various other events.
- Fellowship of the Credit Union Institute of Canada (FCUIC)
- Branch Compliance Officer's Course (BCO)
- Responsible Investment Specialist (RIS)
Ph: 1-306-500-3070
Doyle Elliott
CFP®, RIS
Financial Advisor
Synergy Credit Union
Aviso Wealth
I am a financial builder. I help you discover what areas you want to build, and I work with you to realize them. No matter where in life you currently are, I'll help you navigate your money management needs.
Credentials/Education highlights:
Certified Financial Planner® (CFP)
Responsible Investment Specialist (RIS)
Personal highlights:
When I have helped a member get to the goal.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Charity Elston
CFP®, RIS, RRC
Financial Advisor
Synergy Credit Union
Aviso Wealth
FSA Learning Lead
Synergy Credit Union
My name is Charity Elston, I am a Financial Advisor and FSA Learning Lead with Synergy Credit Union, in the Macklin branch.
True success is helping people understand their finances so they can make educated decisions about their future. As a teacher, I educate internal and external members on various financial products and how they may be used as tools to achieve their goals. Along the way, I highlight solutions and strategies for issues they may have yet to anticipate. Together we put a plan in place to achieve short and long-term goals. To ensure that I can provide the best advice, I continually seek ways to increase my knowledge. In short, I teach people about money, and I would love to work with you!
Credentials/Education highlights:
Certified Financial Planner® (CFP)
Registered Retirement Consultant (RRC)
Responsible Investment Specialist (RIS)
Advanced Certificate in 3H Financial Planning
Personal highlights:
I enjoy volunteering with Meals on Wheels and Synergy Financial Literacy.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Ph: 1-306-500-7610
Amberle Benoit
RIS
Financial Advisor
Synergy Credit Union
Aviso Wealth
Danielle Hollingshead
CFP®, RIS
Wealth Services Supervisor
Synergy Credit Union
Financial Advisor
Aviso Wealth
Canadian Investment Funds Course
Responsible Investment Specialist (RIS)
Away from work I have many passions. Local to the Marsden area but my family is also proud to call Jumbo Beach Saskatchewan home. I believe volunteerism is essential to keeping our rural communities vital. It is my honor to participate in our local Seniors Housing Authority and am an active member of our local minor hockey association. My many roles in life give me a diverse perspective of how individual plans need to be.
- Investment planning
- Financial goal planning
- Retirement planning
- Estate planning
- Tax planning
I lead a team of passionate Financial Advisors in a variety of locations to provide financial advice that is holistic, transparent, and accessible in the communities they call home. I am dedicated to sharing the value of financial education and advice so that our members can feel empowered when making decisions about their money, reduce the negative impacts of money related stress, and sleep well at night knowing their advisor has their best interests at heart.
Credentials/Education highlights:
Certified Financial Planner® (CFP)
Responsible Investment Specialist (RIS)
Personal highlights:
Outside of work, I can be found chasing my two children and volunteering as the president of the Maidstone Museum Board. I enjoy caring for my chickens, crocheting and finding new adventures to share with my family.
Ph: 1-306-500-9122
Danielle Hollingshead, CFP RIS | LinkedIn
Ameera Alindogan
RIS
Financial Advisor
New Community Branch
Synergy Credit Union
Aviso Wealth
Aviso Wealth
Aviso Wealth
My role as an advisor is to help and provide our members with wealth planning and honest advice. It involves understanding their short-term and long-term goals and setting up a plan. I work with people from all walks of life, whether a member or non-member who is new to investing or those working towards their retirement. What I love about my role is the opportunity to build relationships beyond banking, helping members and being part of their lives.
Credentials/Education highlights:
Canadian Investment Funds Course
Responsible Investment Specialist (RIS)
Personal highlights:
I love working with people, building relationships, and getting to know them personally. I am passionate about learning and giving back to the community through volunteer opportunities and outreach.
I can assist you with:
- Investment planning
- Financial goal planning
- Retirement planning
- Estate planning
- Tax planning
Ph: 1-306-500-6874
Deanna Amos
B. Comm, CFP®, RIS
Senior Wealth Advisor | Aviso Wealth
Insurance Specialist | Aviso Insurance Inc.
Insurance Specialist | Aviso Insurance Inc.
Leanne Arden
CFP®, CLU®, CIM®, FCSI®, RIS, EPC
Senior Wealth Advisor | Aviso Wealth
Aviso Insurance Supervisor &
Insurance Specialist | Aviso Insurance Inc.
Aviso Insurance Supervisor &
Thomas Stangowitz
BA, CFP®, RIS
Senior Wealth Advisor | Aviso Wealth
Insurance Specialist | Aviso Insurance Inc.
Insurance Specialist | Aviso Insurance Inc.
Zachary Billingsley
RIS
Associate Advisor | Aviso Wealth
Coordinator | Aviso Insurance Inc.
Coordinator | Aviso Insurance Inc.
Insurance Specialist | Aviso Insurance Inc.
My purpose is to understand what’s essential to our community members and positively influence their decisions regarding their wealth. I work with farm families, business owners, and those that are nearing or at retirement. A holistic financial plan supports our strategies to best grow, spend, protect and transfer wealth.
Credentials/Education highlights:
Bachelor of Commerce
Certified Financial Planner® (CFP)
Dealing with High-Net-Worth Clients Program
Responsible Investment Specialist (RIS)
Personal highlights:
I'm married with two boys and am a volunteer on the Lloydminster Minor Hockey Association board. My family enjoys spending time at our property at Jackfish Lake, SK, and my family farm in south central Saskatchewan.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Aviso Insurance Supervisor &
I work with individuals who are nearing or are already in retirement and are looking to enjoy it and not worry about the financial stuff. Financial success means something different for everyone; that's why I incorporate investment portfolios, cash flow and income analysis, retirement and estate needs into what is most important to my clients when developing a holistic financial plan.
Credentials/Education highlights:
Fellow of the Canadian Securities Institute (FCSI)
Chartered Investment Manager (CIM)
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Certified Health Insurance Specialist (CHS)
Responsible Investment Specialist (RIS)
Elder Planning Care (EPC)
Personal highlights:
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Insurance Specialist | Aviso Insurance Inc.
I specialize in helping those who are in or near retirement get the most out of their retirement years. I provide financial planning in an informative and fun manner. It is essential to work with an advisor you trust and who you enjoy working with.
Credentials/Education highlights:
Responsible Investment Specialist (RIS)
Personal highlights:
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Coordinator | Aviso Insurance Inc.
My purpose is to bridge the gap between information and understanding so that I can positively influence your decision making when it comes to your financial health. I aim to leverage my ability to connect with people from all walks of life into successful client relationships.
Credentials/Education highlights:
Personal highlights:
Emily Meyer
B.Comm, CFP®, RIS
Senior Wealth Advisor,
Aviso Wealth
Insurance Representative,
Aviso Insurance Inc.
Ashley Brick
Coordinator
Aviso Wealth | Aviso Insurance Inc.
Working with me means that I will help improve the way you save and withdrawal your money. I provide a roadmap showing what your hard-earned money will look like over time and present strategies to make your estate settlement as easy as possible for your family once you're gone. I help you plan for the unexpected while making goals for a great future.
Credentials/Education highlights:
- Bachelor of Commerce (BComm)
- Certified Financial Planner® (CFP)
- Responsible Investment Specialist (RIS)
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Member inquiries
- Appointment booking
Personal Wealth
Business & Ag Wealth
Unlock Financial Freedom with our Money Management Tips
Discover the path to financial well-being with our expert tips and advice. We're dedicated to helping you set goals, stay on track, and master your spending habits. Take control of your financial future today!
Holistic Planning with Wealth Goals
Planning & Productivity Tools
Retirement assessment
Major Purchase Assessment
Education Assessment
Budget Worksheet
Do you have an estate plan?
Are you an executor?
Retirement assessment
Major Purchase Assessment
Education Assessment
Budget Worksheet
Do you have an estate plan?
Are you an executor?
