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HELP CENTRE
Wealth Team
Jeanette Sherling
RIS
Manager of Wealth Services
Financial Advisor
Credential Asset Management Inc.
Danielle Hollingshead
CFP®, RIS
Wealth Services Supervisor
Financial Advisor
Credential Asset Management Inc.
Doyle Elliott
CFP®, RIS
Financial Advisor
Credential Asset Management Inc.
Jason Rindfliesch
Financial Advisor
Credential Asset Management Inc.
Jason Topolnisky
CFP®, RIS
Financial Advisor
Credential Asset Management Inc.
Mandy Peters
RIS
Financial Advisor
Credential Asset Management Inc.
Stephan St. Amant
Financial Advisor
Credential Asset Management Inc.
I began my credit union experience in 1995 and have held various positions. I started as a Member Service Representative, and since then have been a Finance Assistant, Member Contact Centre Representative, Member Service Supervisor. In 2018, I became the Wealth Services Supervisor at Synergy and a Mutual Funds Investment Specialist with Credential Asset Management. I also have my Credit Union of Canada General Business Studies and an accounting certificate.
I believe in providing my members with excellent member service. I believe in creating a positive work environment for my staff, I want them to love coming to work and shine at what they do.
Away from work, I participate in community events that Synergy sponsors such as Agrivisions, Health Foundation Gala, and various other events, such as taking part in Here Comes Santa Claus Day. I also enjoy being a part of Synergy Emerging Leaders Financial Literacy program. I have also been part of the School Community council for years as well.
Together, our Wealth Team can get you started on:
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- Investment planning
- Retirement savings
- Wealth management
- RRSPs, TFSAs, RESPs
- Mutual funds*
Ph: 1-844-825-1350
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- Holistic financial planning
- Retirement income planning
- Investment planning
- Mutual funds
- Term deposits
- Registered plans (such as RRSP and TFSA)
- Education planning (such as RESP)
- Registered Disability Savings Program
- Holistic financial planning
I began my financial services career in 2003 and I am a CFP professional. I have the experience to evaluate your current financial situation and create a strategy that makes sense for you – whether it's investments, retirement planning or estate planning.
Away from work, I am involved in the community as well as with Kindersley Minor Hockey and the high school football program.
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- Financial planning
- Estate planning
- Financial planning
*Mutual funds are offered through Credential Asset Management Inc.
Hello, my name is Jason Topolnisky.
I am a Financial Advisor with Synergy Credit Union/Credential Asset Management. I have more than seven years of experience as a licensed wealth advisor, and enjoy helping people find success with their financial goals.
Contact me and we can go over your plan today. I enjoy creating solutions to help members achieve their goals by using a holistic approach (mid-term/long-term goals, estate/trust, and protections) and specializing in investments solutions.
- Retirement income planning
- Investment planning
- Mutual funds
- Term deposits
- Registered plans (such as RRSP and TFSA)
- Education planning (such as RESP)
- Registered Disability Savings Program
When did you join Synergy: 2018
How many years have you been in the financial industry? 3 years
Mandy can assist you with:
- New accounts
- Investments
- Mutual funds
- Personal loans
- Mortgages
What’s your favourite part of helping members?
I really enjoy going over the financial house with our members while providing education to them on our products and speaking about their goals. I believe that being an honest, trustworthy and hardworking advisor helps build lifelong members. But one of the most rewarding parts of working with our members is celebrating together when they reach their goals!
What’s one piece of advice you can give members that you think is crucial?
Don’t be scared to talk to an expert about your financial wellness, it’s all about YOU feeling good about your financial health now and in the future.
*Mutual funds are offered through Credential Asset Management Inc.
Deanna Amos
CFP®, CAFA®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities
Leanne Arden
CFP®, CLU®, CIM®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities
Thomas Stangowitz
BA, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities
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- Integrated approach to wealth management
- Expert advice on financial planning, investment selection, and insurance strategies
- Integrated approach to wealth management
Ph: 1-306-825-8110
Hello, my name is Leanne Arden.
Do you know what retirement holds for you? Are you ready? Worried? Confused? Excited?
I work with individuals who are nearing or are already in retirement. There are a lot of questions and concerns in regards to this life stage. Time is our most precious commodity! My job is to make sure my members and clients can fully embrace their moments, be present and do what they love at this stage in their life.
Success is different to everyone. I value being a part of this conversation and demonstrating my how knowledge can assist in creating your financial wellness!
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- Investments
- Insurance
- Holistic planning (which can include areas of cash management, accumulation of retirement assets, life and health insurance, education funding and retirement income planning).
- Investments
With over 18 years of experience, I have the knowledge to help guide you through your financial plan.
I am an Advisor, but I become more than that. I become a part of your team. I am committed to developing a strategy and helping you implement a plan that works. That includes taking you through various options so you are comfortable going forward and can begin the path towards reaching your goals.
I am lucky to work with an organization that is so active in the community and encourages us as staff to give back.
Contact me today, let's get started on:
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- Investments
- Insurance
- Holistic planning (which can include areas of cash management, accumulation of retirement assets, life and health insurance, education funding and retirement income planning).
- Investments
Ph: 1-306-825-8118
Financial Services Team
Christie McIvor
Financial Services Supervisor
Ameera Alindogan
RIS
Financial Services Associate
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Sandy Dauvin
Financial Services Associate
Melissa Trayhorne
Financial Services Advisor
When did you join Synergy: October 2019
How many years have you been in the financial industry? 18
Christie can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
What’s your favourite part of helping members?
Being able to provide members piece of mind in dealing with their whole financial picture.
What’s one piece of advice you can give members that you think is crucial?
Be realistic and ask questions to get the clarification when needed.
Ph: 1-844-825-1350
When did you join Synergy: April 2017
How many years have you been in the financial industry? 4
Ameera can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
What’s your favourite part of helping members
When members feel confident with their finances, when they reach a milestone and when we learn from each other and building that relationship.
What’s one piece of advice you can give members that you think is crucial?
Staying focused on their goal and do not hesitate to reach out for assistance.
Ph: 1-306-500-6874
Jennifer Tomlinson
Financial Services Advisor
Nadine Wilson
Financial Services Advisor
When did you join Synergy: October 29, 1997
How many years have you been in the financial industry? 25 years
Jennifer can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
What’s your 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 you can give members that you 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 you 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.
Ph: 1-844-825-1350
When did you join Synergy: September 3, 2002
How many years have you been in the financial industry? 19 years
Nadine can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
What’s your favourite part of helping members?
To assist them with their financial goals and help them achieve financial success. I love seeing them achieve their goals.
What’s one piece of advice you can give members that you think is crucial?
Don’t ever be afraid to contact us to talk about your financial goals or dreams. We are here to assist you with helping you make sound financial decisions.
Ph: 1-844-825-1350
Christine Valliere
RIS
Financial Services Supervisor
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Ashlee Goodfellow
Financial Services Advisor
Amy Matthews
Financial Services Associate
Kim Rody
RIS
Financial Services Advisor
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Tracey Rogers
Financial Services Advisor
Melissa Rose
Financial Services Associate
Jennifer Spady
RIS
Financial Services Associate
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Kimberly Wells
Financial Services Associate
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Tanya Whelan
RIS
Financial Services Associate
Mutual Fund Investment Specialist
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
Christine can assist you with:
- New accounts
- Investments
- Mutual funds
- Personal loans
- Mortgages
What’s your 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 you can give members that you think is crucial?
Make the best choice with the information you have today.
When did you join Synergy: 2014
How many years have you been in the financial industry? 7
Ashlee can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
What’s your favourite part of helping members?
My favourite part of helping members is 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 you can give members that you 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 you 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.
When did you join Synergy? June 2019
How many years have you been in the financial industry? 10 years
Amy can assist you with:
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- New accounts
- Investments
- Personal loans
- Mortgages
What’s your favourite part of helping members?
Helping members reach their financial goals.
What’s one piece of advice you can give members that you think is crucial?
Start a savings plan as early as you can. Make sure you pay your debt on time.
When did you join Synergy: October 2016
How many years have you been in the financial industry? 9 years
Kim can assist you with:
- New accounts
- Investments
- Mutual funds
- Personal loans
- Mortgages
What’s your favourite part of helping members?
Helping reach their financial goals.
What’s one piece of advice you can give members that you think is crucial?
Be aware of your budget. Make sure every dollar has a purpose.
What keeps you up at night?
Not having enough in my emergency savings.
When did you join Synergy: 2015
How many years have you been in the financial industry? 15 years
Tracey can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
What’s your favourite part of helping members?
Seeing how happy they get when I have been able to help them purchase a home or help them through a difficult situation.
What’s one piece of advice you can give members that you think is crucial?
Beware of your financial obligations, such as making payments on time, and the potential damage it can cause.
When did you join Synergy: January 4, 2021
How many years have you been in the financial industry? Since 2003
Melissa can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
What’s your favourite part of helping members?
Helping members fulfil their financial needs, whatever that may be.
What’s one piece of advice you can give members that you think is crucial?
Complete a budget. You don’t realize where your money goes until it’s documented.
Ph: 1-844-825-1350
When did you join Synergy: January 2021
How many years have you been in the financial industry? 14 years
Jennifer can assist you with:
- New accounts
- Investments
- Mutual funds
- Personal loans
- Mortgages
What’s your favourite part of helping members?
Seeing them achieve their financial goals
What’s one piece of advice you can give members that you think is crucial?
It's never too early or too late to start saving! Always pay yourself first - your future self will thank you.
When did you join Synergy: April 2018
How many years have you been in the financial industry? 3 years
Kimberly can assist you with:
- New accounts
- Investments
- Mutual funds
- Personal loans
- Mortgages
What’s your favourite part of helping members?
Learning more about them.
What’s one piece of advice you can give members that you 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.
Charity Elston
RIS
Financial Services Advisor
Mutual Fund Investment Specialist
Credential Asset Management Inc.
When did you join Synergy: Our branch merged with Synergy on July 1, 2020; I joined Macklin Credit Union in July of 2014.
How many years have you been in the financial industry? 15 years
Charity can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
What’s your favourite part of helping members?
I love listening to members tell me about their lives and their financial goals. It is really nice to be in a position where I can work with them to achieve their goals.
What’s one piece of advice you can give members that you think is crucial?
Start your savings plan early!
Nicki Murphy
Financial Services Associate
Jared Lagoski
Financial Services Associate
When did you join Synergy: As part of the amalgamation process when Waseca Credit Union joined Lloydminster Credit Union in 1998.
How many years have you been in the financial industry? 40 plus years
Nicki can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
What’s your favourite part of helping members?
Talking with them and helping them find solutions.
Ph: 1-844-825-1350
Jessie Whitney
Financial Services Advisor
When did you join Synergy: March 2, 2004
How many years have you been in the financial industry? 17 years
Jessie can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
What’s your favourite part of helping members?
I love being able to assist my members with their financial goals. Knowing that I can provide solid advice and see my members thrive is very satisfying.
What’s one piece of advice you can give members that you think is crucial?
Take control of your financial wellness and don’t leave it to chance! Budgeting is a great tool to start setting yourself up for success and knowing you can achieve your goals.
What keeps you up at night?
Not being able to fill every member’s request. I have found that if they seek the advice from professionals (financial advisors, accountants and lawyers, for example) early on in life, that there is a greater chance they will reach their goals in the future.
Shawna Harwood
RIS
Financial Services Associate
Mutual Fund Investment Specialist
Credential Asset Management Inc.
When did you join Synergy: June 2018
How many years have you been in the financial industry? 10 years
Shawna can assist you with:
- New accounts
- Investments
- Mutual funds
- Personal loans
- Mortgages
What’s your favourite part of helping members?
I like getting to know the members and chatting to them on a personal level to find out what their goals are and try and help them get there.
Michelle Karst
Financial Services Associate
Lexi Marchadour
Financial Services Associate
Ph: 1-844-825-1350
Business and Ag Team
Kaley McLeod
B. Sc. Ag., ACUIC
Manager
Raven Luchinski
Account Advisor
Karen Hilts
Sr. Advisor
Sydney Lake
B. Sc. AgBus, CPC
Advisor
Heidi Mark
Advisor
Jessica Retzleff
Account Advisor & Analyst
Ron Thompson
ACUIC
Sr. Advisor
Jenna Wall
B. Comm, FCUIC
Sr. Advisor
I am honoured to be the Manager – Business & Ag Financial Centre and helping commercial and agriculture members in our region.
We partner with commercial and agricultural borrowers Synergy-wide to provide them with sound financial advice and the best products and services to fit their specific business. Being local, we understand the industries they work in and how any current economic trends are affecting them. We stand with our members through the good and the bad.
I have been a member of the Synergy Team since 2014 and have been employed within the credit union system since 2006.
I am passionate about community, and today give back through volunteering on the boards of Lloydminster KidSport and The Bea Fisher Foundation.
I lead a fantastic team of experts who would be glad to hear from you today.
Contact us today, let's get started on:
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- Commercial and agricultural financing on both sides of the border
- Financial advice
- Finding the best products/services tailor made for your business or agriculture operation
- Commercial and agricultural financing on both sides of the border
Ph: 1-844-825-1350
I am the Account Advisor for the Business and Ag Financial Centre at Synergy Credit Union.
As a Account Advisor with over 8 years of industry experience, I can assist you and your business with obtaining products and services which are tailored to your individual needs.
I began my career with Synergy in July 2013 as a Member Service Representative. In June 2015, I accepted a position within our internal Deposit Support team before accepting a role as a Member Service Officer for the Lloydminster Branch in July 2017. In January 2018, I accepted my current role as the Account Advisor for the Business and Ag Financial Centre where I reside today.
Outside of work, I own and operate a small home-based business which led me to find my passion for business.
Contact me today, and I can assist you with:
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- Personal, Business and/or Ag Account Openings
- Customer Automated Funds Transfer (CAFT) Services
- Online Banking Services
- Credit Card Services
- Investment Planning
- Tailored Advice
- Personal, Business and/or Ag Account Openings
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- Commercial and agricultural financing
- Financial advice
- Finding the best products/services tailor made for your business or agriculture operation
- Commercial and agricultural financing
Hello, my name is Sydney Lake.
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- Business and Agriculture lending
- Advice
- Personalized service
- Business and Agriculture lending
Hello, my name is Heidi Mark.
As a Advisor, Business & Ag, in the Business and Agriculture Finance Centre, I specialize in lending to Agriculture and Small Business (SBB) memberships.
Developing and managing Ag and SBB relationships for 20 years, I have acquired vast knowledge and general expertise to identify and support your day-to-day banking, investing and borrowing needs and to refer you to our exceptional team of partners when necessary.
A passion for Agriculture and having grown up on a dairy farm in East Central Saskatchewan, I acquired my Diploma In Agriculture – Multiple Enterprise Management at the University of Saskatchewan.
Having joined Synergy Credit Union in 2014, I am proud to be a part of the culture of our organization and our passionate support for our communities.
Staying connected to local communities, I give my time to volunteering at local agriculture and business events whenever possible, as well I have chaired the Lloydminster Farmers’ Bonspiel since 2008 and have sat as a Lloydminster Chamber Member Representative on the Chamber Member Relations Committee since 2017.
Contact me today, let's get started on:
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- Agriculture and Small Business lending
- Advice Advice in identifying tailor-made products for you, your business, employees and your family
- Agriculture and Small Business lending
Ph: 1-844-825-1350
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- Income/Rental properties
- New construction
- Multiple unit properties; hospitality
- Business purchases and expansion
- Business restructures
- Joint ventures
- Complex ownership structures
- Farm purchases and expansions
- Income/Rental properties
Hello, my name is Jenna Wall.
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- Business and Agriculture lending
- Advice
- Personalized service
- Business and Agriculture lending
Michelle Grimsrud
Branch Business and Ag Advisor
When did you join Synergy: April 2014
How many years have you been in the financial industry? Over 26 years
Michelle can assist you with:
- New accounts
- Investments
- Business loans
- Agriculture loans
- Business mortgages
- Agriculture mortgages
What’s your favourite part of helping members
I enjoy learning about the members’ operation, their plans, and their 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 you can give members that you think is crucial?
Live within your means. Financially healthy people spend less than they earn.
Ph: 1-844-825-1350
Sharleen Giggs
Branch Business and Ag Advisor
Darcy Golden
Branch Business and Ag Advisor
When did you join Synergy: April 2021
How many years have you been in the financial industry? 21 years
Darcy can assist you with:
- New accounts
- Investments
- Business loans
- Agriculture loans
- Business mortgages
- Agriculture mortgages
What’s your favourite part of helping members?
Helping them to achieve the member’s goal of either purchasing a new truck, equipment, house, building or farmland and finding ways to finance it that they had not thought of.
What’s one piece of advice you can give members that you think is crucial?
Communication is key. When things are going good or bad regular contact with your credit union advisor is important to keep them up to date with your business.
Ph: 1-844-825-1350
John Veenstra
Branch Business and Ag Advisor
When did you join Synergy: 1998
How many years have you been in the financial industry? 40 years
John can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
What’s your favorite part of helping members?
Helping members in meeting their financial goals.
What’s one piece of advice you can give members that you think is crucial?
How important it is to have a strong and complete estate plan and in the cases of farm/business, to also plan for a successful succession plan to the next generation.
Patricia Fink
Branch Business and Ag Advisor
When did you join Synergy: 1986
How many years have you been in the financial industry? 35 years
Patricia can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
What’s your favourite part of helping members
Helping them be successful with their choices and goals.
What’s one piece of advice you can give members that you think is crucial?
To keep in contact with us – there are many things we can help with throughout the member’s lifetime.
Ph: 1-844-825-1350
Deanne Carmody
Branch Business and Ag Advisor
Branch Management Team
Anne Bisson
Branch Manager
Marsden and Neilburg Service Centres
Curtis Dorner
Branch Manager
Paradise Hill Service Centre
Jayne MacDiarmid
Branch Manager
Kindersley Service Centre
Kevin Schilling
CFP®, MBA, RIS
Branch Manager
St. Walburg Service Centre
Russell Schemenauer
Branch Manager
Lashburn & Marshall Service Centres
Gord Thiel
Branch Manager
Lloydminster Service Centre
Charlene Walz-Gette
Branch Manager
Macklin & Denzil Service Centres
Jody Zerr
Branch Manager
Maidstone Service Centre
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- Share a success story
- Voice a concern
- Discuss your lending needs
- Share a success story
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- Voice a concern
- Share a success story
- Get lending advice
- Voice a concern
Contact me today to:
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- Voice a concern
- Share a success story
- Voice a concern
Ph: 1-844-825-1350
Contact me today, let's get started on:
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- Investments
- Lending
- Investments
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- Voice a concern
- Share a success story
- Voice a concern
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, curling hunting and fishing.
Contact me, let's get started on:
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- Advice
- Lending
- Advice
- Voice a concern
- Share a success story
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- Voice a concern
- Share a success story
- Voice a concern
Ph: 1-844-825-1350
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.
Our Macklin team is eager to assist, you so feel free to reach out any time.
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.
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- Advice
- Lending
- Investing
- Advice
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- Share a success story
- Voice a concern
- Share a success story
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
Ph: 1-844-825-1350
