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HELP CENTRE
Meet our experts
Wealth Team
Jeanette Sherling
RIS
Wealth Services Supervisor
Financial Advisor
Credential Asset Management Inc.
Doyle Elliott
CFP®, RIS
Financial Advisor
Credential Asset Management Inc.
Danielle Hollingshead
CFP®, RIS
Financial Advisor
Credential Asset Management Inc.
CFP®, RIS
Financial Advisor
Credential Asset Management Inc.
Kellie Lorenz
RIS
Financial Advisor
Credential Asset Management Inc.
Jason Topolnisky
RIS
Financial Advisor
Credential Asset Management Inc.
Jeanette Sherling
RIS
Wealth Services Supervisor
Financial Advisor
Credential Asset Management Inc.
Wealth
Hello, my name is Jeanette Sherling.
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*
Email: Jeanette.Sherling@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Mutual funds are offered through Credential Asset Management Inc.
Doyle Elliott
CFP®, RIS
Financial Advisor
Credential Asset Management Inc.
Wealth
Hello, my name is Doyle Elliott.
Contact me today and I would be happy to help you develop a plan that makes sense to reach your financial goals.
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.
Contact me today to find your way to wealth:
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- Financial planning
- Estate planning
- Financial planning
Email: Doyle.Elliott@synergycu.ca
Ph: 1-844-825-1350
CFP® is a certification trademark owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Danielle Hollingshead
CFP®, RIS
Financial Advisor
Credential Asset Management Inc.
Wealth
Hi, my name is Danielle Hollingshead.
Want help getting started on your path to financial success? Stop in to see me. After first discussing your personal financial situation, as a Financial Advisor, I can help get you started with holistic financial advice, investment planning, mutual funds, term deposits, registered plans such as RRSP and TFSA, education planning (RESP), and Disability Savings Program (RDSP). All designed to meet your needs.
I have more than 10 years of experience in the financial industry with Synergy Credit Union and have my Certified Financial Planner (CFP®) and Responsible Investment Specialist (RIS) designations.
I have passion for being involved in the community and you may see me working with the Maidstone Museum, the Maidstone Chamber of Commerce and many other local events in the region.
Contact me today, let's get started on:
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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
Email: Danielle.Hollingshead@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Mutual funds are offered through Credential Asset Management Inc.
Kellie Lorenz
RIS
Financial Advisor
Credential Asset Management Inc.
Wealth
Hello, my name is Kellie Lorenz.
I would love to meet with you to create a plan that is tailored for you. We can review your financial portfolio and determine the best personal or business account to help make the most of your money. If you're interested in investing, as a Credential Asset Management Inc. Mutual Funds Investment Specialist, I can provide advice and set up registered products, investment options that make sense for you. I can also help you with your regular savings and GICS (non-registered and registered).
Contact me today and we can work on:
- Personal and business services
- Card services
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- Online services
- Investment planning
- Estates
- Mastercard options
- Customer Automated Transfer Funds (CAFT)
Ph: 1-844-825-1350
*Mutual funds are offered through Credential Asset Management Inc.
Jason Topolnisky
RIS
Financial Advisor
Credential Asset Management Inc.
Wealth
*Bio Coming Soon*
Mutual funds are offered through Credential Asset Management Inc.
*Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.
Deanna Amos
CFP®, CAFA®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities
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
Emily Meyer
B. Comm, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities
B. Comm, CFP®, 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
BA, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities
Deanna Amos
CFP®, CAFA®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities
Credential Financial Strategies Inc. & Credential Securities
Hello, my name is Deanna Amos.
The relationships I build with my clients go beyond investing. My purpose is to connect with the credit union’s members, as well as non-members, on a personal level - to gain a strong understanding of what motivates them and positively influence the decisions they make about their wealth.
As a certified farm advisor, I work with our farming community to create off-farm wealth, protect their assets, and develop successful transitions. I grew up on the farm and understand that farming does not come without risks. To help guide them on their pat to success, I work to understand the direction they want to go with their farm, their family, and their vision for living after farming.
Contact me today, let's get started on:
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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
*Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Credential Securities is a registered mark owned by Aviso Wealth Inc.
CFP® is a certification trademark owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
Leanne Arden
CFP®, CLU®, CIM®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities
Credential Financial Strategies Inc. & Credential Securities
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!
Contact me today, let’s get started on:
-
- 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
*Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Credential Securities is a registered mark owned by Aviso Wealth Inc.
CFP® is a certification trademark owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
Emily Meyer
B. Comm, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities
Credential Financial Strategies Inc. & Credential Securities
Hello, my name is Emily Meyer.
I'm an Investment Advisor with Credential Securities and an Insurance Representative with Credential Financial Strategies Inc.
Let's talk today and discuss how I can help you. I can provide advice to help you make educated decisions and I am more than just someone who advises, I become a part of your team. Let's work together to formulate a plan that will help you reach your goals. I can assist with retirement planning, wealth management, insurance strategies and estate planning. If you own a business, I can help get you started on the path to succession planning.
Away from work, I volunteer with Playcare Children's Services (board member), I'm involved with the Financial Literacy Committee at Synergy, Kinsmen and Kinettes group in Kindersley and I love volunteering for the local Meals on Wheels program. In the past, I volunteered at World Junior A Challenge (volunteer coordinator), Children's Wish Foundation (area event coordinator) and enjoyed participating in the Kindersley Dinner Theatre productions.
Contact me today, let's get started on:
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- Wealth management
- Retirement planning
- Insurance strategies
- Estate planning
- RRSPs, TFSAs, RRIFs
- Investment portfolios
- Business succession planning
Email: Emily.Meyer@synergycu.ca
Ph: 1-306-463-1499
Ph: 1-306-463-1499
*Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Credential Securities is a registered mark owned by Aviso Wealth Inc.
CFP® is a certification trademark owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
Thomas Stangowitz
BA, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities
Credential Financial Strategies Inc. & Credential Securities
Hello, my name is Thomas Stangowitz.
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
Email: Thomas.Stangowitz@synergycu.ca
Ph: 1-306-825-8118
Ph: 1-306-825-8118
*Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Credential Securities is a registered mark owned by Aviso Wealth Inc.
CFP® is a certification trademark owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
*Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.
Member Service Team
Ameera Alindogan
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Ameera Alindogan
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Kindersley
Hello, my name is Ameera Alindogan.
As a Member Service Officer, I enjoy helping members find solutions tailored to their needs. If you're looking to open a personal or business account, I can help. If you want to discuss investing, I can provide advice and get you set up with registered and non-registered products, including Registered Retirement Savings Plans (RRSP), Tax Free Savings Accounts (TFSA), term deposits and savings accounts. I can also assist you with online banking services and help you with your debit and credit card needs.
I joined Synergy in 2017 as a Member Service Representative and started my role as a Member Service Officer in 2020.
I enjoy being a part of the Synergy Emerging Leaders committee and volunteering to do financial literacy presentations in the community. I am also a member of Synergy’s social committee. Away from work, I volunteer at our local church ministry with children, music, mission trips and seniors’ homes visits.
Contact me today and let's get you started on:
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- Account openings
- Registered investments
- Non-registered investments
- Account openings
Email: Ameera. Alindogan@synergycu.ca
Ph: 1-844-825-1350
Mutual funds are offered through Credential Asset Management Inc.
Rayanne Pynten
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Rayanne Pynten
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Lashburn
Hello, my name is Rayanne Pynten.
As a Member Service Officer at Synergy Credit Union, I can help members get on track to reaching their financial goals. As a Credential Asset Management Inc. Mutual Funds Investment Specialist, I can provide advice and set up registered products, investment options.
I have been in the credit union system since 2010 and joined Synergy at the Lashburn Branch in 2011 and have held the roles on Loan Administrative Assistant, Member Service Representative and Loan Support Assistant before starting my new role as an MSO in 2019. I also became licensed to sell mutual funds* by completing the Canadian Investment Funds Course in 2019.
I am also a member of Synergy’s Emerging Leaders and I am involved with the financial literacy team.
Stop in today, and let's get started on:
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- Investment Planning
- Registered and Non Registered
- Card Services
- Online Services
- Investment Planning
Email: Rayanne.Pynten@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Mutual funds are offered through Credential Asset Management Inc.
Christine Valliere
RIS
Member Service Officer Supervisor
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Kim Rody
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Jennifer Spady
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Tanya Whelan
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Kimberly Wells
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Christine Valliere
RIS
Member Service Officer Supervisor
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Lloydminster
Hello, my name is Christine Valliere.
Contact me today and I can help you open your personal or business account and walk you through the benefits of our Mastercard products.
As a Credential Asset Management Inc. Mutual Funds Investment Specialist, I can guide you through investment options that make sense for you by analyzing your current portfolio and creating a strategy based on your goals.
I began with Synergy Credit Union in 2008, with a short break in 2015. I was pleased to continue helping my neighbours and friends when I resumed my financial services career in 2017.
Contact me today, let's get started on:
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- Investments
- Account opening (personal and business)
- Mastercard products
Email: Christine.Valliere@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Mutual funds are offered through Credential Asset Management Inc.
Kim Rody
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Lloydminster
Hello, my name is Kim Rody.
Contact me today and I can assist you with choosing the personal or business account option that's ideal for you. I can also assist with registered and non-registered investments, credit card services and online banking services.
I have more than six years of experience in the credit union system and joined Synergy in 2016.
I enjoy volunteering for Synergy events, including dressing as Fat Cat®. I have also helped out with our financial literacy program and been a part of the Synergy parade committee.
Contact me today, and let's get started on:
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- Card services
- Account openings
- Investment planning - registered and non-registered
- Online services
- Card services
Email: Kim.Rody@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Mutual funds are offered through Credential Asset Management Inc.
Jennifer Spady
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Lloydminster
Hi, I am Jennifer Spady.
As a Credential Asset Management Inc. Mutual Funds Investment Specialist, I can assist you on a number of topics that may work for your goals. I can suggest an account that keeps more money in your pocket; find a Mastercard option that’s in line with your needs; or develop an investment plan that sets you on the path to financial success.
I have been in the financial industry since 2007, joining Synergy in 2012, and I can offer expert advice to help you reach your goals.
Outside of work, I do some volunteer work with the Lloydminster & District SPCA. You may also see me volunteering with Synergy at other events in the community from time to time
Contact me today, let's get started on:
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- Opening accounts (personal and business)
- Investments
- Mastercard options
- Estates
- Opening accounts (personal and business)
Mutual funds are offered through Credential Asset Management Inc.
Tanya Whelan
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Lloydminster
Hello, my name is Tanya Whelan.
Are you interested in an investment plan to meet your short- and long-term goals? As a Member Services Officer with Synergy Credit Union and Mutual Funds Investment Specialist with Credential Asset Management Inc., I can tailor an investment strategy that works for you.
Let’s work together, review your financial situation and get you started on reaching your savings goals.
I started in the financial industry in 2015 and joined the Synergy team in 2018.
Away from work, I volunteer with Midwest Amateur MX Series, where my older daughter has raced motocross since 2014.
Contact me today, let’s get started on:
• Investments
• Account openings
• Online services
• Mastercard products
Mutual funds are offered through Credential Asset Management Inc.
Kimberly Wells
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Lloydminster
Hello, my name is Kimberly Wells.
I enjoy being able to help our members in my role as a Member Service Officer in Synergy’s Lloydminster branch. I joined Synergy in early 2018 in the role of a Member Service Representative and after an opportunity to do some cross-training, I took on the role of Member Service Officer to continue assisting members in reaching their financial goals.
My passion is finding out what our members need and developing the relationship further.
Contact me today, and let's get started on:
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- Card services
- Account openings
- Investment planning - registered and non-registered
- Online services
- Card services
Email: Kimberly.Wells@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Mutual funds are offered through Credential Asset Management Inc.
Charity Elston
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Charity Elston
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Macklin
Hello, my name is Charity Elston.
I joined the Synergy team as a Member Service Officer and Credential Asset Management Inc. Mutual Funds Investment Specialist in 2020. I am also a Registered Retirement Consultant, and I am working towards my Financial Planning Degree. I have over 14 years of experience in the financial industry. I enjoy meeting with members and working with them to develop a plan to achieve their goals. Together, we can review and discuss bank account options, credit card options, and investment options to find the solution that works for you. I recommend periodic follow-up meetings to track progress and make improvements to our plan as new options and services become available.
I enjoy volunteering with the financial literacy programs that are offered to our high school students and fraud seminars offered to our community. I have also spent several hours volunteering my time at the two seniors’ facilities, the local skating carnival, hockey rink and I look forward to volunteering wherever I am needed in the future. It is always a joy to assist in the growth and development of our Community!
Contact me today, and let's get started on:
• Card services
• Account openings
• Investment planning - registered and non-registered
• Online services
• Account openings
• Investment planning - registered and non-registered
• Online services
Email: Charity.Elston@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Mutual funds are offered through Credential Asset Management Inc.
Nicki Murphy
Member Service Officer
Nicki Murphy
Member Service Officer
Maidstone
Hi, my name is Nicki Murphy.
Stop in today and we can get you started with a plan that makes sense for you. If you're looking for an account that is tailored to your needs, I can help. If you want to discuss investing, I can provide advice and get you set up with registered and non-registered products, including Registered Retirement Savings Plans (RRSPs) and Tax Free Savings Accounts (TFSAs).
Contact me today and let's get you started on:
-
- Account openings
- Registered investments
- Non-registered investments
- Account openings
Ph: 1-844-825-1350
Mandy Peters
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Mandy Peters
RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Marsden
Hello, my name is Mandy Peters.
Contact me today and I can assist you with choosing the personal or business account option that's ideal for you. I can also assist with registered and non-registered investments, credit card services and online banking services.
Away from work, I enjoy helping out with the SCC, local minor hockey and the library board.
Contact me today, and let's get started on:
-
- Card services
- Account openings
- Investment planning - registered and non-registered
- Online services
- Card services
Email: Mandy.Peters@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Mutual funds are offered through Credential Asset Management Inc.
Karen Borja
Member Service Officer
Karen Borja
Member Service Officer
Neilburg
Hello, my name is Karen Borja.
As Member Service Officer with Synergy, I enjoy helping members through decisions that assist them in reaching their goals. I joined Synergy as a Member Service Representative in 2008 and since then have held a number of roles, including Member Service Representative Supervisor, Senior Member Service Representative and now Member Service Officer. Stop in today and we can get started on any number of tasks you may have including card selections, estate accounts, registered and non-registered investments and much more.
Away, from work, I enjoy volunteering in our community wherever my help is needed, including our local church ministries and Marsden/Neilburg Minor Ball.
Contact me today, and let's get started on:
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- Debit/Card services
- Account openings
- Estate accounts
- Investment planning - registered and non-registered
- Online services
- Debit/Card services
Email: Karen.Borja@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Shawna Harwood
Member Service Officer
Shawna Harwood
Member Service Officer
Paradise Hill
Hello, my name is Shawna Harwood.
Stop by our Paradise Hill Branch today to speak with me about a number of ways we can help you, including investments, account opening, credit card applications and more.
I have worked hard to meet members’ needs in the credit union system for 10 years in Alberta and B.C., and joined Synergy in 2018. Away from work, I enjoy working in the local soup kitchen, Meals on Wheels, other various synergy credit union events.
Contact me today, and let's get started on:
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- Opening new memberships
- MasterCard applications
- Approval and application for overdraft protection
- Opening business accounts
- Setting up online banking and Small Business online banking
- Opening investments, such as registered and non-registered
Email: Shawna.Harwood@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Michelle Karst
Member Service Officer
Michelle Karst
Member Service Officer
St Walburg
Hello, my name is Michelle Karst.
I am new to the financial institution industry but I am not new to the financial world. I have over 25 years of accounting experience working in public, private, oil & gas and government sectors. I relocated to the St. Walburg area in 2018.
As a parent of a blended family of six, I can completely relate to the challenges of savings; whether it be for a renovation to gain a little extra room for a growing family, saving for our children’s education, planning for retirement or saving for that relaxing holiday that most parents dream of taking.
When I’m not at work, I am an active member of the St. Walburg & Area Wildlife Association, and I volunteer with Party in the Pasture. I enjoy being on our family farm, helping out with the cattle and chickens. I like to take time to enjoy the sunsets or having fun playing a “friendly” game of Kaiser.
Contact me today, and let's get started on:
-
- Personal account openings
- Card services
- Investment planning
- Online services
- Budgeting
- Personal account openings
Email: Michelle.Karst@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Mutual funds are offered through Credential Asset Management Inc.
Lending Team
Christie McIvor
Loan Supervisor
Sandy Dauvin
Account Manager
Alannah Cavanagh
Account Manager
Melissa Trayhorne
Account Manager
Christie McIvor
Loan Supervisor
Kindersley
Hi, my name is Christie McIvor.
Contact me to get started with financing your next project. Whether you are coming in as an individual or an agriculture or commercial business, with 17 years in the financial industry – including 15 in the credit union system – I can help construct a plan that works for you based on your current financial situation and financial goals for the future. It’s all about finding solutions that work for you today, something I enjoy doing in my role as Account Manager Supervisor.
Away from work, I have been a member of the Eston 95 Lions club for 17 years. They are the largest ladies club in Saskatchewan. I have also managed various hockey teams throughout the years.
Contact me today, let’s get started on:
-
- Consumer lending
- Agriculture and business lending
- Consumer lending
Email: Christie.McIvor@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Sandy Dauvin
Account Manager
Kindersley
Hi, my name is Sandy Dauvin.
Are you interested in borrowing money, but unsure how to proceed? I can help.
Let's develop a strategy that works for you. As an Account Manager, I can assess your current financial situation and help lay the ground work for a plan that's tailor made for you. I have over 12 years' experience in the financial industry helping people reach their goals.
Contact me today and let's get started on:
-
- Personal lending
Email: Sandy.Dauvin@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Alannah Cavanagh
Account Manager
Kindersley
Hello, my name is Alannah Cavanagh and I am an Account Manager with Synergy Credit Union.
I am passionate about finding borrowing solutions to help you reach your financial goals.
Started with Synergy as a Member Service Representative after graduating post-secondary in 2014. I moved into Loan Support in 2015 and became an Account Manager in October 2018.
Away from work, I am involved with a number of organizations, including: Synergy Emerging Leaders, Financial Literacy in the community, Meals on Wheels and various other community events when volunteers are needed, including assisting the SPCA, Chamber of Commerce, CHUMS Program (Child Mentor), Saskatchewan Softball Association Saskatchewan Junior Hockey League and more.
Contact me today and let's get started on:
-
- Lines of credit
- Quick loans
- Term loans
- Mortgage purchases & mortgage refinances including CMHC & FCT
- Lines of credit
Email: Alannah.Cavanagh@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Melissa Trayhorne
Account Manager
Kindersley
Hello, my name is Melissa Trayhorne.
I would be happy to help you with your business and agriculture financing needs. My credit union career began in 2003 and I have served in a variety of roles, such as Member Service Representative, Compliance Officer and Risk Officer. I love helping people in my current role as an Account Manager.
Away from work, I like being active in the community and I'm proud to be a part of the Big Dippers, which is raising funds for a new pool in Kindersley.
Contact me today and let's get started on:
-
- Business lending
- Agriculture lending
- Business lending
Email: Melissa.Trayhorne@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Michelle Grimsrud
Loan Supervisor
Jennifer Tomlinson
Account Manager
Nadine Wilson
Account Manager
Michelle Grimsrud
Loan Supervisor
Lashburn
Hello, my name is Michelle Grimsrud,
As the Loan Supervisor, I lead an amazing and knowledgeable Lending team at the Lashburn Branch, who are excited to assist with all our members’ lending needs. Our team of three has more than 45 years of combined lending experience. We specialize in Consumer residential (existing, turnkey and construction) mortgages, loans, and revolving lines of credit as well as all Business and Agricultural lending — mortgages, loans and revolving lines of credit.
I have 25 years of experience in the financial services industry — lending /investing /supervisory/management — including 10 years in the credit union system.
I enjoy being involved in the community. I have volunteered at Relay for Life, Synergy-sponsored events, such as AgriVision and Here Comes Santa Claus Day, as well as Synergy-sponsored bingo at the Tighnduin Home in Lashburn.
Contact me today, let’s get started on:
-
- Personal financing
- Business Financing
- Agricultural financing
- Personal financing
Email:Michelle.Grimsrud@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Jennifer Tomlinson
Account Manager
Lashburn
Hello, my name is Jennifer Tomlinson.
If you're interested in loans, I can help. I have 23 years of experience in consumer, business and agricultural lending.
I am trained to assess your current financial situation and then work through to find a solution that makes sense for you, your farm and business to help you succeed.
Outside of work, I spend most of my time involved in the community. I am on the Community Hall Board, I volunteer at bingo at the seniors' centre, Lashburn Day, Lashburn fall supper, the Salvation Army Kettle campaign and Agri-Visions.
Contact me and I can help you with:
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- Personal lending
- Agriculture lending
- Personal lending
Email: Jennifer.Dyck@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Nadine Wilson
Account Manager
Lashburn
Hello, my name is Nadine Wilson.
If you're looking for financing for yourself, your business or agriculture operation, I would be happy to sit down with you and map out a plan that is tailored to your needs.
I have been with Synergy Credit Union since 2002 and as an Account Manager, I can help walk you through the steps needed to create a plan that works for you.
Outside of work, I am the Treasurer and Ice Scheduler for the Lashburn Sportsplex and I also enjoy spending time following my kids in hockey and baseball. During summertime, I love spending time at the cabin and out on the water fishing.
Contact me today, let's get started on:
-
- Personal lending
- Business lending
- Agriculture lending
- Personal lending
Email: Nadine.Wilson@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Annette Kobsar
Loan Supervisor
Ashlee Goodfellow
Account Manager
Amy Matthews
Account Manager
Michelle Pittman Ricks
Account Manager
Tracey Rogers
Account Manager
Annette Kobsar
Loan Supervisor
Lloydminster
Hello, my name is Annette Kobsar and I am the Consumer Loan Supervisor in our Lloydminster Branch.
I have been in the Credit Union system since 2002 in a number of different roles that includes Teller, Personal Service Representative, Member Contact Centre Representative and Consumer & Residential Loan Officer. I hold my Consumer and Residential Mortgage Accreditation through Credit Union Institute of Canada (CUIC).
I enjoy working with my team to work with members in helping them find solutions that are tailored to meet their specific needs. We build relationships beyond banking and strive to deliver WOW member service.
Away from work, I enjoy volunteering with the local SPCA, Meals on Wheels, and LMHA.
Ashlee Goodfellow
Account Manager
Lloydminster
Hello, my name is Ashlee Goodfellow.
As an Account Manager, I look forward to helping members reach their financial goals by finding borrowing solutions that are customized to meet their specific needs. I have been with Synergy since 2014, in a number of roles before joining the Lending team in 2019.
I enjoy volunteering at Synergy events, and away from work I help out with minor hockey events and meals on wheels. I am always looking for new opportunities to get involved with the community.
Contact me today to get started on:
-
- Your personal lending needs
Email: Ashlee.Goodfellow@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Amy Matthews
Account Manager
Lloydminster
*Bio Coming Soon*
Michelle Pittman Ricks
Account Manager
Lloydminster
Hi, my name is Michelle Pittman Ricks.
Interested in a new property? As an Account Manager specializing in mortgages, I can help get you set up with a solution that works for you.
I have been with Synergy Credit Union for five years and have vast experience in personal, commercial and agriculture lending. We can get together and build a plan that works for your situation, quickly and efficiently.
Outside of work, I am involved with the school council, community committee, I'm the vice-president of the Synergy Safety Committee and I am involved with Synergy Emerging Leaders.
Contact me today and let's get you started on:
-
- Mortgages
Email: Michelle.Pittman.Ricks@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Tracey Rogers
Account Manager
Lloydminster
Hello, my name is Tracey Rogers.
As an Account Manager, I can help find the borrowing solution that helps you reach your financial goals.
I began in the financial industry in 2006 and joined the Synergy team in 2015.
Contact me today, let's get started on:
-
- Your personal lending needs
Email: Tracey.Rogers@synergycu.ca
Phone: 1.844.825.1350
Phone: 1.844.825.1350
Sharleen Giggs
Account Manager
Sharleen Giggs
Account Manager
Macklin
Hello, my name is Sharleen Giggs,
As an Account Manager at Synergy Credit Union, I specialize in assisting our Agriculture and Business members with their borrowing needs, including business loans and mortgages.
I joined Macklin Credit Union in 2005 and have had a number of roles, including Member Service Representative, Loans Clerk and Loans Officer 1, 2 and 3.
Away from work, I have sat on the board of directors for Macklin Daycare for the last two years, including as a Treasurer. I also volunteered to do the books for the local hockey team.
Contact me today, let’s get started on:
-
- Agriculture lending
- Commercial lending
Email: Sharleen.Giggs@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Melissa Rose
Account Manager
John Veenstra
Account Manager
Melissa Rose
Account Manager
Maidstone
*Bio coming soon*
John Veenstra
Account Manager
Maidstone
Hello, my name is John Veenstra.
With over 36 years in the financial industry, I can help create a plan that works for you. I have been with Synergy Credit Union since 1997 and I have experience assessing an individual's situation. I can create a plan that is tailor-made for you individually or for your business or agriculture operation.
Away from work, I enjoy volunteering with my church organization – I am currently the president of the local congregation.
Contact me today, let's get started on:
-
- Agriculture lending
- Business lending
- Personal lending
- Agriculture lending
Email: John.Veenstra@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Jessie Whitney
Account Manager
Jessie Whitney
Account Manager
Neilburg
Hi, my name is Jessie Whitney.
Stop in to see me today and we can lay out a strategy that assists your consumer, business or agriculture lending plan. I have over 13 years of experience at Synergy Credit Union, including the last three as an Account Manager.
I am also active in the community, serving as a Board Member and Treasurer with Marsden/Neilburg Minor Hockey for the last two years and I'm also involved in 4-H.
Contact me today, let’s get started on:
-
- Personal lending
- Business lending
- Agriculture lending
- Personal lending
Email: Jessie.Whitney@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Patricia Fink
Account Manager
Patricia Fink
Account Manager
Paradise Hill
*Bio coming soon*
Deanne Carmody
Loan Supervisor
Lexi Marchadour
Account Manager
Deanne Carmody
Loan Supervisor
St Walburg
Hello, my name is Deanne Carmody.
I have been with Synergy since 1999 and I am proud to lead our talented Lending team in St. Walburg that is ready to help you reach your goals. We would be happy to generate a plan that makes sense for your consumer, agriculture or business borrowing. We have the expertise in place to ensure we are able to look at your situation and create a tailor-made strategy to meet your needs.
I love to stay involved in the community and I have been the President or the Treasurer of the Paradise Hill Curling Club since 2001.
Contact me today, let's get started on:
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- Lending (Personal, Business and Agriculture)
- Residential construction mortgages
- Lending (Personal, Business and Agriculture)
Email: Deanne.Carmody@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Lexi Marchadour
Account Manager
St Walburg
Hello, my name is Lexi Marchadour.
As an Account Manager, As an Account Manager, I have a well-rounded knowledge of all of Synergy's products and services and I am happy to meet with you for your personal lending and mortgages needs.
I have worked in the financial industry since 2019 after completing my Bachelor of Science in AgriBusiness and joined Synergy in 2021.
Away from work, I have enjoyed working with the Frenchman Butte Museum Society and always looking for more volunteer opportunities.
Contact me today and let's get started on:
-
- Personal loans
- Mortgages
- Personal loans
Email: Lexi.Marchadour@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Business and Ag Team
Kaley McLeod
B. Sc. Ag., ACUIC
Manager
Raven Luchinski
Account Advisor
Taylor Harding
B. Comm, FCUIC
Sr. Advisor
Karen Hilts
Sr. Advisor
Sr. Advisor
Ron Thompson
ACUIC
Sr. Advisor
Jenna Wall
B. Comm, FCUIC
Sr. Advisor
Sydney Lake
B. Sc. AgBus, CPC
Advisor
Heidi Mark
Advisor
Kaley McLeod
B. Sc. Ag., ACUIC
Manager
Business & Ag Financial Centre
Hello, my name is Kaley McLeod.
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:
-
- 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
Email: Kaley.McLeod@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Raven Luchinski
Account Advisor
Business & Ag Financial Centre
Hello, my name is Raven Luchinski.
I am the Account Advisor for the Business and Ag Financial Centre at Synergy Credit Union.
As a Account Advisor with over 7 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:
-
- 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
Email: Raven.Luchinski@Synergycu.ca
Phone: 1-844-825-1350
Phone: 1-844-825-1350
Taylor Harding
B. Comm, FCUIC
Sr. Advisor
Business & Ag Financial Centre
Hello, my name is Taylor Harding.
As a Sr. Advisor, I specialize in getting you the best business lending product that meets your needs. I bring six years of financial experience and I can provide the type of tailor-made advice to find solutions to your business needs. Being local, we understand this region’s business climate and can work with you as part of your team to help navigate your business’ path to success.
Away from work, I like to stay involved in the community and I am involved coaching youth baseball.
Contact me today, let’s get started on:
-
- Commercial and agricultural financing
- Financial advice
- Finding the best products/services tailor made for your business or agriculture operation
- Commercial and agricultural financing
Email: Taylor.Harding@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Karen Hilts
Sr. Advisor
Business & Ag Financial Centre
Hello, my name is Karen Hilts.
I am a Sr. Advisor in the Business & Ag Financial Centre.
I bring with me over 20+ years of experience; and with this, I bring assistance to you with your commercial needs from start up, through growth to succession planning. Further, I can assist with any of your developer/ contractor needs whom require assistance with building pre-solds, specs or lot purchases.
Growing up locally on our family farm, I understand the agricultural industry, I would love to assist you with any agricultural needs.
Away from work, I volunteer at my daughters' school as they are our future; as well as any agricultural and commercial events. I truly appreciate giving my time to assist within our community.
No matter which side of the Border you live, contact me today, let's get started on:
-
- Commercial and agricultural financing
- Financial advice
- Finding the best products/services tailor made for your business or agriculture operation
- Commercial and agricultural financing
Email: Karen.Hilts@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Ron Thompson
ACUIC
Sr. Advisor
Business & Ag Financial Centre
Hello, my name is Ron Thompson.
My goal is to help your business reach their goals with the combination of advice, products and services we have available at Synergy Credit Union. As a Sr. Advisor, I have the experience to evaluate your current situation and help develop a strategy that focuses on how to assist your business in this region.
I have been in the financial industry since 1990 and have been with Synergy since 2012 and enjoy building long-term relationships that help our members.
Away from work, I enjoy being involved in the community and frequently spend my time assisting with local charities.
Contact me today, and let's get started on:
-
- 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
Email: Ron.Thompson@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Jenna Wall
B. Comm, FCUIC
Sr. Advisor
Business & Ag Financial Centre
Hello, my name is Jenna Wall.
I would be pleased to speak with you about financing options for your business. As a Sr. Advisor, I am able to assess your financial portfolio and start to develop a plan tailor-made to reach your goals.
I have been involved with Commercial and Agriculture Lending since 2012 and joined Synergy in 2014. I also have a Bachelor of Business Administration – finance major.
I can help you with your Commercial and Agriculture Lending needs, provide advice and offer personalized service to help navigate your business' path to success.
Being involved in our community is important to me. I am the treasurer for my condo association and at Synergy I'm a part of our Emerging Leaders program.
Contact me today, let's get started on:
-
- Business and Agriculture lending
- Advice
- Personalized service
- Business and Agriculture lending
Email: Jenna.Wall@synergycu.ca
Ph: 1-844-825-1350
Sydney Lake
B. Sc. AgBus, CPC
Advisor
Business & Ag Financial Centre
Hello, my name is Sydney Lake.
As an Advisor, Business & Ag, with our Business and Ag Financial centre, I want to help our local producers reach their family farming and ag business goals.
Growing up on our family farm, I developed a passion for agriculture at a young age. This passion led me to pursue a degree in AgBusiness, which satisfied my agriculture and business interests. I understand the opportunities and challenges faced by the ag industry and am excited to work with our members to grow their businesses and achieve their financial goals. I was the Agriculture Manager at the Lloydminster Agricultural Exhibition Association for three years before joining the Synergy team.
Away from work, community involvement and volunteerism is something that has always been very important to me. I’m actively involved with the Lloydminster Interval Home Dreaming Out Loud Children’s Ball, Lloydminster Exhibition, Turtleford Summer Cattle Show, and Canadian Western Agribition Mentorship Program.
Contact me today, let's get started on:
-
- Business and Agriculture lending
- Advice
- Personalized service
- Business and Agriculture lending
Email: Sydney.Lake@synergycu.ca
Ph: 1-844-825-1350
Heidi Mark
Advisor
Business & Ag Financial Centre
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:
-
- 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
Email: Heidi.Mark@synergycu.ca
Ph: 1-844-825-1350
Branch Management Team
Anne Bisson
Branch Manager
Marsden and Neilburg Service Centres
Charlene Walz-Gette
Branch Manager
Macklin & Denzil Service Centres
Curtis Dorner
Branch Manager
Paradise Hill Service Centre
Jody Zerr
Branch Manager
Maidstone Service Centre
Gord Thiel
Branch Manager
Lloydminster 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
Anne Bisson
Branch Manager
Marsden and Neilburg Service Centres
Branch Management
Hello, my name is Anne Bisson.
I am excited to be leading the tremendous teams at Synergy's Marsden and Neilburg Service Centre locations. We are thrilled to be a part of these fantastic communities and are eager to help our members reach their financial goals.
I have a great deal of experience with Synergy Credit Union, starting as a Member Service Representative before working in Loan Support, as an Account Manager and now as the Branch Manager.
Away from work, like so many at Synergy, I love being involved in my community. I help with the local community hall, I'm on the board of the Bowling Association and I try to help out wherever it's needed.
Contact me today to:
-
- Share a success story
- Voice a concern
- Discuss your lending needs
- Share a success story
Email: Anne.Bisson@synergycu.ca
Ph: 1-844-825-1350
Charlene Walz-Gette
Branch Manager
Macklin & Denzil Service Centres
Branch Management
Hello, my name 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.
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.
Contact me today, let's get started on:
-
- Advice
- Lending
- Investing
- Advice
Or contact me to:
-
- Share a success story
- Voice a concern
- Share a success story
Ph: 1-844-825-1350
Curtis Dorner
Branch Manager
Paradise Hill Service Centre
Branch Management
Hello, my name is Curtis Dorner.
I have been fortunate to help members in the Paradise Hill region as the Branch Manager for the last four years. Prior to that, I was the Branch Manager at Synergy's Marsden Service Centre and an Account Manager. In my role, I oversee the day-to-day operations of the Paradise Hill Service Centre and I am always available to help members with their financial needs. I have been with Synergy since 2008.
I also completed a Business Management diploma from Lakeland College.
Away from work, I enjoy helping out. I am a member of the Paradise Hill Chamber of Commerce and I also ref minor hockey.
Contact me today to:
-
- Voice a concern
- Share a success story
- Get lending advice
- Voice a concern
Email: Curtis.Dorner@synergycu.ca
Ph: 1-844-825-1350
Jody Zerr
Branch Manager
Maidstone Service Centre
Branch Management
Hello, my name is Jody Zerr,
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.
Contact me today to:
-
- Share a success story
- Voice a concern
- Discuss your lending needs
- Share a success story
Email: Jody.Zerr@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Gord Thiel
Branch Manager
Lloydminster Service Centre
Branch Management
Hello, my name is Gord Thiel.
I am proud to be the Branch Manager at Synergy's Lloydminster Service Centre. We have a tremendous team that is ready to help you today.
I have been involved in the financial industry since 1984 and have been with Synergy since 2005. During that time I have been fortunate to spend more than 20 years in personal and large business/agricultural lending and relationship management for more than 30 years.
I am proud of our commitment to making our communities a better place and our staff are enthusiastic about being involved with groups throughout the region. Personally, I am involved with the Rotary Club of Lloydminster, the Lloydminster Chamber of Commerce Political Action Committee and a number of other groups over the years, including 12 years as a minor hockey coach.
Contact me today to:
-
- Voice a concern
- Share a success story
- Voice a concern
Email: Gord.Thiel@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Jayne MacDiarmid
Branch Manager
Kindersley Service Centre
Branch Management
Hello, my name is Jayne MacDiarmid.
I have been part of the Credit Union system for 35 years and have been with Synergy since 2007. My experience includes lending, investments, financial planning, human resources, marketing, leadership and management.
I am proud to be an employee of Synergy Credit Union and provide leadership to our Kindersley Service Centre team as Branch Manager.
Our commitment and support to you, the community be it financial or employee volunteering truly is what makes our organization great.
Outside of work, I enjoy being involved in our community and served on many organizations over the years.
Contact me today to:
-
- Voice a concern
- Share a success story
- Voice a concern
Email: Jayne.MacDiarmid@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
Kevin Schilling
CFP®, MBA, RIS
Branch Manager
St. Walburg Service Centre
Branch Management
Hello, my name is Kevin Schilling CFP®, MBA.
I am the Branch Manager at Synergy's St. Walburg Service Centre, enjoying contributing and working in the community and area.
I have over 25 years of experience in the financial services industry and bring a wealth of knowledge to assist our members in reaching their goals.
Away from work, I am active in the community. I have officiated hockey for the last 10 years and I am Past-President of the Rotary Club of Elliot Lake and Petawawa.
Contact me today, let's get started on:
-
- Investments
- Lending
- Investments
Or contact me today to:
-
- Voice a concern
- Share a success story
- Voice a concern
Email: Kevin.Schilling@synergycu.ca
Ph: 1-844-825-1350
Ph: 1-844-825-1350
CFP® is a certification trademark owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
Russell Schemenauer
Branch Manager
Lashburn & Marshall Service Centres
Branch Management
Hello, name is Russell Schemenauer.
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:
-
- Advice
- Lending
- Advice
Or contact me to:
- Voice a concern
- Share a success story
Ph: 1-844-825-1350
