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EXPERTS

Our team is your team. Synergy experts are a team of hard-working and dedicated people who live and work right here in your community. Not only do they understand your challenges, they also have the skills and training to tailor innovative solutions to your unique financial needs. Everyone at Synergy, from our branch management to our member services team, is invested in your success. Because when you succeed, we all do.
Invest with a Local Expert
We are here to help our member owners, realize their goals and dreams.


Wealth Team

If you want today’s paycheque to work harder for your future, you’re not alone. The Wealth Team can help you with a wide range of services to understand, protect and grow your wealth. It all starts with a simple conversation that’s focused on your goals and becomes a tangible, practical plan for the tomorrow you’re dreaming of.

To learn more about each expert, click or tap on their image below.

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 Topolnisky

RIS
Financial Advisor
Credential Asset Management Inc.

Stephan St. Amant

Financial Advisor
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.
Credential Asset Management Logo

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

*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.
Credential Financial Strategies Securities
Value of a Financial Coach
Your coach becomes an integral part of getting to where you want to be by not only helping you chart the course, but by also holding you accountable.


Member Service Team

When you walk through the doors of any Synergy branch, you’ll be greeted with a smile and a team of people who are genuinely happy to see you.
Whether you’d like to open a new account, chat with someone about investing, consider a credit card product or become our newest member,
the Member Services team is here to help.


To learn more about each expert, click or tap on their image below.

Ameera Alindogan

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.

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.

Kimberly Wells

Member Service Officer
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.

Charity Elston

RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.

Nicki Murphy

Member Service Officer

Mandy Peters

RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.

Karen Borja

Member Service Officer

Shawna Harwood

RIS
Member Service Officer
Mutual Fund Investment Specialist
Credential Asset Management Inc.

Michelle Karst

Member Service Officer

Mutual funds are offered through Credential Asset Management Inc.
Credential Asset Management




Can I still retire at age 65?

Seek advice early so you can reinforce your strategy and discover the tools to maximize your dollars.


Lending Team

There are lots of reasons to consider a lending product. Whether it’s to make a big purchase, buy or refinance a home, consolidate debt
or have access to cash flow when you need it, a smart borrowing plan can change your financial picture.
Our Lending team knows how to craft a solution that will fit your goals and dreams.


To learn more about each expert, click or tap on their image below.

Christie McIvor

Loan Supervisor

Sandy Dauvin

Account Manager

Alannah Cavanagh

Account Manager

Melissa Trayhorne

Account Manager

Michelle Grimsrud

Loan Supervisor

Jennifer Tomlinson

Account Manager

Nadine Wilson

Account Manager

Annette Kobsar

Loan Supervisor

Ashlee Goodfellow

Account Manager

Amy Matthews

Account Manager

Melissa Rose

Account Manager

Tracey Rogers

Account Manager

Sharleen Giggs

Account Manager

Darcy Golden

Account Manager

John Veenstra

Account Manager

Jessie Whitney

Account Manager

Patricia Fink

Account Manager

Deanne Carmody

Loan Supervisor

Lexi Marchadour

Account Manager

We are committed to helping you succeed and reach your goals
A strong credit history can be an important first step and we can help you develop the skills to make sure your score puts you in the best position possible.


Business and Ag Team

Business and agriculture are the strength of our local economy, so we’ve designed a Business and Ag Financial Centre to support your growth
and meet your diverse needs. We’re here in your corner with everything from business banking, borrowing, investing and insurance
to specialized financial expertise and customized solutions.


To learn more about each expert, click or tap on their image below.

Kaley McLeod

B. Sc. Ag., ACUIC
Manager

Raven Luchinski

Account Advisor

Taylor Harding

B. Comm, FCUIC
Sr. 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

Building Relationships

When you work with a Synergy Expert it's about more than just spreadsheets.


Branch Management Team

Building a progressive, engaging and rewarding workplace culture is one of our core values and it is championed by branch management
in every Synergy location. Their positive leadership empowers our staff to feel proud of the work they do helping members,
resulting in outstanding service centres at each of our branches.


To learn more about each expert, click or tap on their image below.

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

Show us where you feel at home!
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