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HELP CENTRE
Financial Services Team
Sandy Dauvin
Financial Services Associate
Christie McIvor
ACUIC, FCUIC
Financial Services Supervisor
Krystal Quinney
Financial Services Associate
Melissa Trayhorne
Financial Services Advisor
When did I join Synergy: When Kindersley amalgamated with Synergy in 2007
When did I start in the financial industry? November 2005
What’s my favourite part of helping members? Setting you up for success, from starting a savings account to helping you buy your first home.
What’s one piece of advice I can give that I think is crucial? Spend wisely and save for that rainy day, and don’t be afraid to ask for advice.
I can assist you with:
- New accounts
- Investments
- Personal loans
- Lines of credit
- Credit cards
- Personal mortgages
- Estate Administration
Book an appointment with Sandy
Email: Sandy.Dauvin@synergycu.ca
Ph: 1-306-500-5296
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/start my career in the financial services industry? I started as a summer student in 2008 and then came back to the financial services industry in 2015.
What’s my favourite part of helping members? I love that I can make meaningful changes in our members' lives, but my favourite part has to be building new relationships. Getting to know someone new or building on from the first meeting is always so fun. I get to be surrounded by amazing people every day.
What’s one piece of advice I can give members? "Your present circumstances don't determine where you go; they merely determine where you start". This saying is so true when it comes to our finances. So let's start!
What keeps me up at night? Nothing! Between work, kids and sports, I'm out when I hit that pillow!
I can assist you with:
- New accounts
- Personal loan
- Personal mortgage
- Term investments
- Lines of credit
- Credit cards
- Retirement savings
- RRSPs, TFSA, RESPs
Book an appointment with Krystal
Email: krystal.quinney@synergycu.ca
Ph: 1-306-500-6805
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
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? 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
Michael Fouhse
Financial Services Associate
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Michelle Grimsrud
Financial Services Supervisor
Ashlee Goodfellow
Home Finance Specialist
Brett Hotchkiss
Financial Service Associate
Nikki Jubinville
Financial Services Advisor
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
Financial Services Associate
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 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? 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/start my career in the financial services industry? June 2021.
What’s my favourite part of helping members? Making a meaningful difference in their lives.
What’s one piece of advice I can give members? Have something to show for your hard work, always pay yourself first.
What keeps me up at night? All things personal finance: savings, budgeting, investing, insurance, the tax man.
I can help you with:
- New accounts
- Personal loans
- Lines of credit
- Credit cards
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
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
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.
Samantha Evans
RIS
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? January 2021.
What’s my favourite part of helping members? I enjoy getting to know the members and watching them meet their financial goals.
What’s one piece of advice I can give members? Don't be afraid to ask questions, you understanding your finances is the most important thing.
I can help you with:
- New accounts
- Term investments
- Retirement savings
- RRSPs, TFSAs, RESPs
- Investment planning
- Mutual funds*
- Personal loan
- Personal mortgage
- Lines of credit
- Credit cards
- Estate administration
Tasha Irwin
Financial Service Associate
Jared Lagoski
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 my career in the financial services industry? March 2022
What’s my favourite part of helping members? My favorite part about helping Members is being able to provide knowledgeable information that will help benefit from our services.
What’s one piece of advice I can give members? If you're unsure about something, ask! We are a financial institution and sometimes our Members forget we are more than just a bank, we are an organization and we are all together on this journey.
What keeps me up at night? My children.....
I can help you with:
- New accounts
- Personal loan
- Personal mortgage
- Term investments
- Lines of credit
- Credit cards
When did I join Synergy? June 2021
When did I start in the financial industry? 2021
What’s my favourite part of helping members? Helping members make their big purchases in life.
What’s one piece of advice I can give that I think is crucial? Know where your money is going, and what it’s doing for you.
I can assist you with:
- New accounts
- Personal loan
- Personal mortgage
- Term investments
- Mutual funds*
- RRSPs, TFSAs, RESPs
Book an appointment with Jared
Email: Jared.Lagoski@synergycu.ca
Ph: 1-306-500-7603
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
Amberle Benoit
Financial Services Associate
When did I join Synergy? 2003-2006 and then returned in 2021
When did I start in the financial industry? 2003
What’s my favourite part of helping members? I love assisting members in discovering their own wealth and to also offer peace of mind.
What’s one piece of advice I can give members that is crucial? Stay informed. Don’t be afraid to ask questions.
What keeps me up at night? Inflation and poor planning keep me up at night!
I can assist you with:
- New accounts
- Investments
- Personal loans
- Mortgages
Book an appointment with Amberle
Email: Amberle.Benoit@synergycu.ca
Phone Number: 1-306-500-7607
Erin Ludvigson
Financial Services Associate
Email: Erin.Ludvigson@synergycu.ca
Ph:1-306-500-6133
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
Business and Ag Team
Nadine Wilson
RIS
Branch Business & Ag Advisor
Synergy Credit Union
Mutual Fund Investment Specialist
Credential Asset Management Inc.
When did I join Synergy/start my career in the financial services industry? September 2002
What’s my favourite part of helping members?Helping them to achieve their financial goals and providing advice to attain those goals. I love interacting with my members and getting to know them to find those areas we can assist them with.
What’s one piece of advice I can give that I think is crucial? Use your advisor to discuss and plan your financial goals. I can assist you with all of your borrowing needs as well as get your retirement plan started for you.
I can assist you with:
- New accounts
- Term investments
- Business loan
- Business mortgage
- Agriculture loan
- Agriculture mortgage
- Investment planning
- Mutual funds
- Retirement savings
- RRSPs, TFSAs, RESPs
Book an appointment with Nadine
Email: Nadine.Wilson@synergycu.ca
Ph: 1-306-500-6800
*Mutual funds are offered through Credential Asset Management Inc.
Karen Hilts
Sr. Advisor
Sydney Lake
B. Sc. AgBus, CPC
Advisor
Raven Luchinski
Account Advisor
Lexi Marchadour
Sr. Advisor
Heidi Mark
Advisor
Kaley McLeod
B. Sc. Ag., ACUIC
Manager
Jessica Retzleff
Account Advisor & Analyst
Ron Thompson
ACUIC
Sr. Advisor
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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
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
When did I join Synergy/start my career in financial services industry? I joined Synergy in January 2021 and I started in the financial industry in 2019.
What’s my favourite part of helping members? My favorite part of helping members is seeing them meet their goal and watch them succeed
I can assist you with:
- Business loans
- Agriculture loans
- Business mortgages
- Agriculture mortgages
Ph: 1-306-500-5038
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
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: 1-306-500-4972
Ph: 1-306-500-4957
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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
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: 1-306-500-9124
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.
Jessie Whitney
Branch Business & Ag Advisor
When did I join Synergy? March 2, 2004
How many years I you been in the financial industry? 17 years
What’s my 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 I can give that I 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 me 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.
Email: Jessie.Whitney@synergycu.ca
Ph: 1-306-500-6767
Branch Management Team
Anne Bisson
Branch Manager
Marsden and Neilburg Service Centres
Jayne MacDiarmid
Branch Manager
Kindersley Service Centre
Melissa Rose
Branch Manager
Paradise Hill Service Centre
Russell Schemenauer
Branch Manager
Lashburn & Marshall Service Centres
Kevin Schilling
CFP®, MBA, RIS
Branch Manager
St. Walburg Service Centre
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
Contact me today to:
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- Voice a concern
- Share a success story
- Voice a concern
Ph: 1-306-500-6873
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- Share a success story
- Voice a concern
- Discuss your lending needs
- Share a success story
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:
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- Investments
- Lending
- Investments
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- Voice a concern
- Share a success story
- Voice a concern
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- Voice a concern
- Share a success story
- Voice a concern
Ph: 1-306-500-3069
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
