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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 financial 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.


Financial Services 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 become our newest member, chat with someone about investing, or buy or refinance a home.
The Financial Services 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

Financial Services Supervisor

Ameera Alindogan

RIS
Financial Services Associate
Mutual Fund Investment Specialist
Credential Asset Management Inc.

Sandy Dauvin

Financial Services Associate

Melissa Trayhorne

Financial Services Advisor

Jennifer Tomlinson

Financial Services Advisor

Nadine Wilson

Financial Services Advisor

Christine Valliere

RIS
Financial Services Supervisor
Mutual Fund Investment Specialist
Credential Asset Management Inc.

Michelle Grimsrud

Financial Services Supervisor

Ashlee Goodfellow

Home Finance Specialist

Amy Matthews

Financial Services Associate

Kim Rody

RIS
Financial Services Advisor
Mutual Fund Investment Specialist
Credential Asset Management Inc.

Tracey Rogers

Financial Services Advisor

Melissa Rose

Financial Services Associate

Kimberly Wells

Financial Services Associate
Mutual Fund Investment Specialist
Credential Asset Management Inc.

Tanya Whelan

RIS
Financial Services Associate
Mutual Fund Investment Specialist
Credential Asset Management Inc.

Charity Elston

RIS
Financial Services Advisor
Mutual Fund Investment Specialist
Credential Asset Management Inc.

Nicki Murphy

Financial Services Associate

Jared Lagoski

Financial Services Associate

Jessie Whitney

Financial Services Advisor

Michelle Karst

Financial Services Associate

Lexi Marchadour

Financial Services Associate

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




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.


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

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

Sharleen Giggs

Branch Business and Ag Advisor

Darcy Golden

Branch Business and Ag Advisor

John Veenstra

Branch Business and Ag Advisor

Patricia Fink

Branch Business and Ag Advisor

OUR MEMBERS SAY IT BEST

"Although our scheduled meetings are for business, we also have many laughs with our representative Karen. She is great to deal with!

- Cory Drechsler


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

Curtis Dorner

Branch Manager
Paradise Hill Service Centre

Jayne MacDiarmid

Branch Manager
Kindersley Service Centre

Kevin Schilling

CFP®, MBA, RIS
Branch Manager
St. Walburg Service Centre

Russell Schemenauer

Branch Manager
Lashburn & Marshall Service Centres

Gord Thiel

Branch Manager
Lloydminster Service Centre

Charlene Walz-Gette

Branch Manager
Macklin & Denzil Service Centres

Jody Zerr

Branch Manager
Maidstone Service Centre

Show us where you feel at home!
Hey members! Have you sent us your local snapshots yet? Help us make your new digital house feel like home by sending us your local photos and you could be featured on our website.
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