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Financial Services Team
Giordano Ciccacci
Financial Services Associate
Karen Dadua
Financial Services Associate
Ashlee Goodfellow
Home Finance Specialist
Michelle Grimsrud
Financial Services Supervisor
Nikki Jubinville
RIS
Financial Services Advisor
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Alissa Keer
RIS
Financial Services Associate
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Kim Rody
RIS
Financial Services Advisor
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Carole Selby
RIS
Financial Services Advisor
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Christine Valliere
RIS
Financial Services Supervisor
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Kimberly Wells
RIS
Financial Services Associate
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
When did I join Synergy? May 2023
What’s my favourite part of helping members? I like to see facts and results.
My favorite part is to work and cooperate with members to identify and reach their financial objectives. I enjoy finding solutions to their needs and discovering opportunities to make them succeed in their financial well-being.
What’s one piece of advice I can give members? You can't go for plan A without a solid plan B. Be efficient and organized by setting short-to-long term goals.
What keeps me up at night? The strong desire and the firm need to achieve my life objectives.
I can help you with:
- New accounts
- Term investments
- Personal loans
- Personal mortgage
- Lines of credit
- Credit cards
- Estate administration
- Investment planning
- Retirement savings
- RRSPs, TFSAs, RESPs
When did I join Synergy? June 2022
What’s my favourite part of helping members? I love to hear my member's stories and help them achieve their financial goals.
What’s one piece of advice I can give members? Think outside the bucks. Spend money for your needs, grow it for your wants. Let's diversify your income and make a difference.
What keeps me up at night? I hope I can provide the love, care and attention that my family needs.
I can help you with:
- New accounts
- Term investments
- Lines of credit
- Credit cards
- RRSPs, TFSAs, RESPs
Ph: 1-306-500-1578
When did I join Synergy? 2014
How many years I you been in the financial industry? 7
What’s my favourite part of helping members? Developing genuine, reliable, and trusting relationships. I take pride in being there with them to celebrate their financial successes but also being there to offer support and guidance through the less-than-ideal situations as well. When my members persevere and succeed, it feels like I do too.
What’s one piece of advice I can give that I think is crucial? “Knowledge is power.” Finances can be scary and easily fall into a category that not many people like to talk about. I want to change that. Life is about learning and evolving every single day to better yourself and the same goes for the financial aspects of your life. Reach out to your local experts and take control of your financial wealth with less fear and worry and more knowledge and power! I know if I had taken my own advice years ago, I could have avoided some crucial financial mistakes! Have fun with your money but find a balance and create a plan that supports your goals and lifestyle!
What keeps me up at night? The what ifs – what if I hadn’t made that decision? What if I would have done this differently instead? The what ifs are endless. I try to remind myself that we can’t change the past, but we can change the decisions and the paths that we choose to make going forward. Sometimes it’s not so easy to change your thinking but dwelling on the past won’t make things any better.
I can assist you with:
- Mortgages
- Personal loans
- Investments
- New accounts
Email: Ashlee.Goodfellow@synergycu.ca
Ph: 1-306-500-6753
When did I join Synergy CU? April 2014
How many years have I been in the financial industry? Over 26 years
What’s my favourite part of helping members? I enjoy learning about the member's plans and financial goals. I consider it a privilege when members trust me to partner with them in developing a plan for their financial success.
Let’s start building a strong foundation for your financial house!
What’s one piece of advice I can give members that is crucial? Live within your means. Financially healthy people spend less than they earn.
I can assist you with:
- New accounts
- Investments
- Personal loans
- Personal mortgages
Email: Michelle.Grimsrud@synergycu.ca
Ph: 1-306-500-5895
When did I join Synergy/start your career in the financial services industry? I started my financial career in 2006 when I joined Synergy Credit Union.
What’s my favourite part of helping members? I love the opportunity to meet with the great people both in and out of our Community. I value being able to get to know our members on a personal level and create a trusting and reliable relationship. It is extremely rewarding to be a part of assisting our members in reaching their financial success.
What’s one piece of advice I can give members? Do not be afraid to ask questions. We are your local experts and we are here to assist you in understanding how you can reach your goals. You work hard for your money and it is just as important to make your money work for you.
What keeps me up at night? Ensuring that I am a part of leaving the world a better place for my family.
I can help you with:
- New accounts
- Term investments
- Credit cards
- Estate administration
- RRSPs, TFSAs, and RESPs
- Mutual funds*
When did I join Synergy? 2021
When did I start in the financial industry? 2021
What’s my favourite part of helping members? I love getting to know members and hearing their stories.
What’s one piece of advice I can give that I think is crucial? Never be afraid to ask for help. Budgeting, investing, and planning for the future can be stressful, so it is more than ok to ask questions and seek advice where needed.
I can assist with:
- New accounts
- Term investments
- Mutual funds*
- RRSPs, TFSAs, RESPs
- Credit Cards
Book an appointment with Alissa
Email: Alissa.Keer@synergycu.ca
Ph: 306-500-5605
Mutual funds are offered through Credential Asset Management Inc.
When did I join Synergy? October 2016
How many years have I been in the financial industry? 9 years
What’s my favourite part of helping members? Helping them reach their financial goals.
What’s one piece of advice I can give that I think is crucial? Be aware of your budget. Make sure every dollar has a purpose.
What keeps me up at night? Not having enough in my emergency savings.
- New accounts
- Investments
- Mutual funds*
- Personal loans
- Mortgages
Email: Kim.Rody@synergycu.ca
Ph: 1-306-500-5105
*Mutual funds are offered through Credential Asset Management Inc.
When did I join Synergy? 2015
When did I start in the financial industry? 2013
What’s my favourite part of helping members? Helping them find a way to reach their goals, stress free.
What’s one piece of advice I can give that I think is crucial? Start investing early, you never know what is going to come up.
What keeps me up at night? Hoping that I have helped my family and friends achieve their goals, emotionally, physically and financially.
I can assist with:
- New Personal Accounts
- Term Investments
- Wealth Accumulators
- Personal Loans
Email: Carole.Selby@synergycu.ca
Ph: 306-500-6921
*Mutual funds are offered through Credential Asset Management Inc.
When did you join Synergy? 2008 and then again in 2015
How many years have you been in the financial industry? 11
What’s my favourite part of helping members? I love getting to know my members. I get excited to goal planning with the member to reach a goal that means a lot to them and then seeing the excitement in the member after hard work and achieving their goal.
What’s one piece of advice I can give that I think is crucial? Make the best choice with the information you have today.
- New accounts
- Investments
- Mutual funds*
- Personal loans
- Mortgages
Email: Christine.Valliere@synergycu.ca
Ph: 1-306-500-3033
*Mutual funds are offered through Credential Asset Management Inc.
When did you join Synergy? April 2018
What’s my favourite part of helping members? Learning more about them.
What’s one piece of advice I can give that I think is crucial? Never be afraid to ask questions with regards to money. No question is ever silly - you only know what you know, and members have even taught me a few things.
- New accounts
- Investments
- Mutual funds*
Email: Kimberly.Wells@synergycu.ca
Ph: 1-306-500-7304
*Mutual funds are offered through Credential Asset Management Inc.
Alannah Cavanagh
Financial Services Associate
Sandy Dauvin
RIS
Financial Services Associate
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Kirsten Fisher
RIS
Financial Services Associate
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Christie McIvor
ACUIC, FCUIC
Financial Services Supervisor
Melissa Trayhorne
Financial Services Advisor
When did I join Synergy/start my career in the financial services industry? 2014
What’s my favourite part of helping members? The most enjoyable part of my position is helping members achieve a better financial position by actively discussing all parts of their financial picture to make the changes best suited for their situation.
What’s one piece of advice I can give members? Invest in yourself, invest young, and be smart about your money.
I can assist you with:
- New accounts
- Personal loan
- Personal mortgage
- Term investments
- Lines of credit
- Credit cards
Book an appointment with Alannah
Email: Alannah.Cavanagh@synergycu.ca
Ph: 1-306-500-6861
Hello! I'm Sandy Dauvin, a dedicated Financial Services Associate, committed to helping individuals achieve financial prosperity. With over 15 years of experience in the financial services industry, I've been passionately assisting members in navigating their financial paths.
Helping You Thrive: From setting up savings accounts to making your dream of owning a home a reality, I'm here to support you at every step.
Key Advice: Spend wisely, save for rainy days, and never hesitate to seek advice when making important financial decisions.
I can assist you with:
- New accounts
- Investments
- Mutual Funds*
- Personal loans
- Lines of credit
- Credit cards
- Personal mortgages
- Estate Administration
Hello, I'm Kirsten Fisher. I began my exciting journey with Synergy CU in May of 2023, but my career in the financial services industry began back in 2016.
My passion lies in helping members like you achieve your financial goals. I believe progress is not always linear, so don't let setbacks discourage you. Together, we'll stay focused on your aspirations.
With keen attention to detail and market insights, I provide personalized advice and strategies. Your financial well-being is my top priority, and I'm committed to making your experience with Synergy rewarding.
Reach out to me for any of these financial services:
- New accounts
- Personal loan
- Personal mortgage
- Term investments
- Lines of credit
- Credit Cards
- Mutual Funds*
- Retirement savings
- RRSPs, TFSAs, RESPs
When did I join Synergy: October 2019
How many years have I been in the financial industry? 18
What’s my favourite part of helping members? Being able to provide members piece of mind in dealing with their whole financial picture.
We, at Synergy, are proud to provide sound financial advice providing members piece of mind. Call us today to get started building your financial house.
What’s one piece of advice I can give that I think is crucial? Be realistic and ask questions to get the clarification when needed.
I can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
Email: Christie.McIvor@synergycu.ca
Ph: 1-306-500-6745
When did I join Synergy? 2015
When did I start in the financial industry? 2004
What’s my favourite part of helping members? Finding solutions to help them in their success.
What’s one piece of advice I can give that I think is crucial? Don’t be afraid to reach out for advice.
I can assist with:
- Personal loans
- Mortgages
- Business loans
- Business mortgages
- Agriculture loans
- Agriculture mortgages
- New accounts
- Investments
- Estate Administration
Book an appointment with Melissa
Email: Melissa.Trayhorne@synergycu.ca
Ph: 1-306-500-6863
Michelle Hickman
Financial Services Associate
Rayanne Pynten
RIS
Financial Services Associate
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Jennifer Tomlinson
Financial Services Advisor
When did I join Synergy? 2020
When did I start in the financial industry? 2003-2006 and 2020-current.
What’s my favourite part of helping members? I love seeing friendly faces in the community and being able to interact and help them meet their financial needs.
What’s one piece of advice I can give that I think is crucial? Pay yourself first and have a financial plan in place.
What keeps me up at night? When my members are not covered if something were to happen to them or their family. Having the proper coverage on your debt is very important!
I can assist with:
- New accounts
- Personal loans
- Personal mortgages
- Term investments
- Lines of credit
- Credit cards
- Estate administration
- Retirement savings
- RRSPs, TFSAs, RESPs
Book an appointment with Michelle
Email: michelle.hickman@synergycu.ca
Ph: 1-306-500-6125
When did I join Synergy/start my career in the financial services industry? I started my career in 2010 and have been with Synergy CU since Sept 2011.
What’s my favourite part of helping members? What brings me the most satisfaction in serving our members is empowering them to achieve financial success and realizing their unique financial aspirations, ultimately providing them with the much-needed peace of mind.
What’s one piece of advice I can give that I think is crucial? Prioritize paying yourself first and then make all other financial decisions. By doing so, you ensure that your financial goals and aspirations are given the importance they deserve, paving the way for a secure financial future.
What keeps me up at night? The thought of being unprepared for unexpected financial emergencies is a concern, which is why I stress the importance of building an emergency fund.
- New accounts
- Personal loan
- Term investments
- Credit cards
- Investment planning
- Mutual funds*
- Retirment savings
- RRSPs, TFSAs, and RESPs
Phone: 1-306-500-6823
When did I join Synergy? October 29, 1997
How many years have I been in the financial industry? 25 years
What’s my favourite part of helping members? Seeing the members reach their goals, to see how excited they are from their first car purchase, to their first house purchase. Knowing that I am helping them set their life up the right way.
What’s one piece of advice I can give that I think is crucial? Before making any purchases you must talk to an advisor to see how any choices affect the goal planning and how it can affect the future.
What keeps me up at night? How the economy affects my members and the stresses it creates for them. Sometimes it is out of my control and I’m not able to help them.
I can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
Book an appointment with Jennifer
Email: Jennifer.Tomlinson@synergycu.ca
Ph: 1-306-500-6903
Brandon Wildeman
Financial Services Associate
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
When did I join Synergy/start my career in the financial services industry? I joined the financial industry in April 2023. I have over 15 years’ experience in retail customer service and retail business ownership/management.
What’s my favorite part of helping members? I enjoy getting to know everyone and like the fact that no one’s story is the same. Then taking what I know from member engagement and creating a plan that is unique like them and seeing them exceed in their financial needs.
What’s one piece of advice I can give that I think is crucial? Don’t put things off for another day. Let’s make a plan for that dream vacation, let’s work on getting that dream home, lets plan early for a comfortable retirement.
I can assist you with:
- New accounts
- Investments
- Mutual funds*
- Personal loans
- Mortgages
Jenelle Bilanski
Financial Services Associate
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Nicki Murphy
Financial Services Associate
When did I join Synergy/start your career in the financial services industry? I began my financial service industry career with Synergy in April 2022.
What’s my favourite part of helping members? Making sure they have a full understanding of all their options and taking the time to help them find products that support their financial needs and goals!
What’s one piece of advice I can give? Be proactive with your finances and never hesitate to ask questions and book in with a financial service expert. It doesn't cost anything to get advice to be sure you are taking the right steps towards your goals.
I can help you with:
- New accounts
- Personal loans
- Term investments
- Lines of credit
- Credit cards
- RRSPs, TFSAs, RESPs
- Mutual funds*
When did I join Synergy? As part of the amalgamation process when Waseca Credit Union joined Lloydminster Credit Union in 1998.
How many years have I been in the financial industry? 40 plus years
What’s my favourite part of helping members? Talking with them and helping them find solutions.
I can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
Book an appointment with Nicki
Email: Nicki.Murphy@synergycu.ca
Ph: 1-306-500-6812
Michael Fouhse
Financial Services Associate
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
When did I join Synergy? December 2021
How many years have I been in the financial industry? 13 years
What’s my favourite part of helping members?Seeing the happiness and excitement on member's faces when I have assisted them in reaching a financial goal in their life.
What’s some advice I can give that I think is crucial? Establish automatic transfers to the savings instrument of your choice. Be aware of what is on your credit bureau and what can be done to improve your credit score.
What keeps me up at night? Might be easier to tell you what doesn't keep me up at night.
I can assist you with:
- New accounts
- Term investments
- Personal loans
- Personal mortgage
- Credit cards
- Mutual funds*
- Retirement savings
- RRSPs, TFSAs, RESPs
Email: Michael.Fouhse@synergycu.ca
Ph: 1-306-500-5610
*Mutual funds are offered through Credential Asset Management Inc.
Madison Crapley
Financial Services Associate
Erin Ludvigson
Financial Services Associate
When did I join Synergy/start my career in the financial services industry? I joined Synergy in May of 2023, and have been in the financial services industry since 2021.
What’s my favourite part of helping members? My favorite part of helping members is helping them achieve their goals and seeing them succeed!
What’s one piece of advice I can give members? Start saving for the future early!
What keeps me up at night? Not much! I love sleep!
I can assist with:
- New accounts
- Personal loan
- Personal mortgage
- Term investments
- Lines of credit
- Credit cards
- Retirement savings
- RRSPs, TFSAs, RESPs
Greetings! I'm Erin Ludvigson, Financial Service Associate at Paradise Hill, proudly serving Synergy Credit Union members since March 2022.
For me, the most fulfilling aspect of my position is witnessing our members accomplish their financial aspirations and guiding them towards a state of true financial serenity.
When it comes to financial well-being, my advice is simple: start planning early and never shy away from asking questions along the way.
Here's how I can assist you on your financial journey:
- Opening new accounts
- Securing personal loans
- Navigating personal mortgages
- Exploring term investments
- Managing lines of credit
- Optimizing credit card solutions
- Planning for retirement, including RRSPs, TFSAs, and RESPs
Let's work together to make your financial goals a reality. Feel free to reach out—I'm here to help!
Email: Erin.Ludvigson@synergycu.ca
Phone: 306-500-6133
Joyce Peacock
Financial Services Advisor
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
When did I join Synergy? January 2023
When did I start in the financial industry? 1986
What’s my favourite part of helping members? I absolutely love the human element of helping members - being able to connect with them on a deeper level and help them overcome challenges to achieve their dreams is the most rewarding thing I can imagine.
What’s one piece of advice I can give that I think is crucial? Don't be afraid to ask questions, because every question is an opportunity to learn and grow!
I can assist you with:
- New accounts
- Term investments
- Credit cards
- Estate administration
- Investment planning
- Mutual funds*
- Retirement savings
- RRSPs, TFSAs, RESPs
Book an appointment with Joyce
Email: Joyce.Peacock@synergycu.ca
Ph: 1-306-500-5201
Michelle Karst
Financial Services Associate
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Bobby Domes
Financial Services Associate
When did you I Synergy? July 2019
How many years have I been in the financial industry? Started in financial services in 2019 and more than 25 years accounting experience.
What’s my favourite part of helping members? I like taking the time getting to know our members on a personal level, understanding their financial goals, whether short term or long term and working together with them to attain those goals.
What’s one piece of advice I can give that I think is crucial? Don’t be afraid to ask questions and seek guidance … that’s what we are here to help you with!
I can assist you with:
- New accounts
- Investments
- Personal loans
Email: Michelle.Karst@synergycu.ca
Ph: 1-306-500-8206
When did I join Synergy/start my career in the financial services industry? I joined Synergy and the financial industry in December 2020. I have over 20 years experience in retail customer service and retail business ownership/management.
What’s my favourite part of helping members? Getting to know our members with helping them to achieve their financial goals, and seeing the smile on their face when their money is working for them.
What’s one piece of advice I can give members? Don't be afraid to as questions or for advice, we are here to help.
I can help you with:
- New accounts
- Personal loans
- Personal mortgage
- Lines of credit
- Credit Cards
Ph:1-306-500-2052
Branch Management Team
Anne Bisson
Branch Manager
Marsden and Neilburg
Robert Hoesgen
Branch Manager
New Community Saskatoon
Jayne MacDiarmid
Branch Manager
Kindersley
Melissa Rose
Branch Manager
Paradise Hill
Russell Schemenauer
Branch Manager
Lashburn and Marshall
Kevin Schilling
CFP®, MBA, RIS
Branch Manager
St. Walburg
Gord Thiel
Branch Manager
Lloydminster
Charlene Walz-Gette
Branch Manager
Macklin and Denzil
Jody Zerr
Branch Manager
Maidstone
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- Share a success story
- Voice a concern
- Discuss your lending needs
- Share a success story
-
- Share a success story
- Voice a concern
- Share a success story
Email: Robert.Hoesgen@synergycu.ca
Ph: 1-306-500-6148
Contact me today to:
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- Voice a concern
- Share a success story
- Voice a concern
Ph: 1-306-500-6873
Hello, I'm Melissa, the Branch Manager in Paradise Hill.
I became part of the Synergy family on January 4, 2021, bringing with me over 20 years of valuable experience in the financial industry. Since starting my career in 2003, I've held various roles, including Customer Service Representative, Financial Service Representative, Manager of Customer Sales and Service, Assistant Branch Manager, and now, Branch Manager.
At Synergy, I take pride in providing leadership to our dedicated team in Paradise Hill. My focus is on the financial wellness of our members, and I actively support our team in helping members achieve their financial goals.
Feel free to contact me today for:
- Sharing a success story
- Voicing a concern
- Discussing your lending needs
Email: Melissa.Rose@synergycu.ca
Ph: 1-306-500-6810
I am privileged to work in the communities of Lashburn and Marshall as the Branch Manager with Synergy Credit Union. It's a tremendous region to build relationships and in turn, we help build communities.
I have more than 35 years of experience in the financial industry with a wide range of expertise to help you.
Away from work, I enjoy being involved in our community. I have served on many organizations, including the Lashburn Sportsplex since 1998. I also enjoy playing hockey, hunting and fishing.
Contact me, let's get started on:
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- Advice
- Lending
- Advice
- Voice a concern
- Share a success story
Contact me today, let's get started on:
-
- Investments
- Lending
- Investments
-
- Voice a concern
- Share a success story
- Voice a concern
-
- Voice a concern
- Share a success story
- Voice a concern
Ph: 1-306-500-3069
Hello, my name is Charlene Walz-Gette. I am excited to lead a great team at Synergy’s Macklin Branch.
I started my financial industry career in 1987 and joined Macklin Credit Union in 2004. I also held the positions of Manager of Member Services and Manager of Administrative/Member Services before taking on the role of General Manager in 2016.
I enjoy being involved in the community and volunteer at various events, including holding the President position on the Macklin Hall Committee for five years.
- Share a success story
- Voice a concern
Email: Charlene.Walz-Gette@synergycu.ca
Ph: 1-306-500-7609
I am excited to lead a passionate team at our Maidstone Branch.
I have more than 13 years of experience in the financial industry — including 10 in the credit union system. Call today and we will help walk you through the options that best meet your needs.
I have just recently moved back to my hometown and I am excited to be involved in the community.
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- Share a success story
- Voice a concern
- Discuss your lending needs
- Share a success story
