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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.


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

CFP®, 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

Can I still retire at age 65?

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


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.

Ashlee Goodfellow

Financial Services Advisor

Amy Matthews

Financial Services Associate

Kim Rody

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

Tracey Rogers

Financial Services Advisor

Melissa Rose

Financial Services Associate

Jennifer Spady

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

Kimberly Wells

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

Tanya Whelan

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

Charity Elston

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

Nicki Murphy

Financial Services Associate

Mandy Peters

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

Jessie Whitney

Financial Services Advisor

Shawna Harwood

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

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

Michelle Grimsrud

Branch Business and Ag 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

Deanne Carmody

Branch Business and Ag 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

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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