Synergy Credit Union - Synergy Emerging Leaders Financial Literacy team

The Financial Literacy Team is committed to providing our communities with financial education to help build knowledge and skills to understand their money. We’re passionate about your financial wellness and view understanding how money works as the core of that wellness. We offer financial literacy services and support to empower you to understand how to manage your money for prosperity today and into your future.

TOPICS WE CAN COVER

Budgeting basics
Loan basics
Boosting your credit score
Protecting yourself from identity theft
Managing the impact of inflation
Much more

WHY IS FINANCIAL LITERACY IMPORTANT?

Empowers youth
Helps understand the power of money
Prevents from having too much debt
Teaches how to build credit
Teaches how to invest
Helps avoid scams
Enables to become self-sufficient

OTHER COMMUNITY PARTNERS

Schools - All age levels
4H Clubs
Senior Centres
Treatment Centres
Air Cadets
MS Society

Lloydminster Region
North Region (Paradise Hill, St.Walburg, Maidstone)

Breanna Sharpe

Implementation & Adoption
Support Rep

Kimberly Wells

Financial Services Associate

Mutual Fund Investment Specialist

Credential Asset Management Inc.

Breanna Sharpe

Implementation & Adoption
Support Rep

Lloydminster Region

"I started my career in the financial industry in 2019 after graduating college. There was so much about financial literacy that I wished I had learned in high school. This newly gained knowledge sparked my passion for financial literacy. I am excited to have the opportunity to share this information with people of all ages in our communities. It's never too late to learn!"

Email: financialliteracy@synergycu.ca or Breanna.Sharpe@synergycu.ca
Ph: 1-306-500-6766

Kimberly Wells

Financial Services Associate

Mutual Fund Investment Specialist

Credential Asset Management Inc.

Lloydminster Region

"I am passionate about financial literacy because I am determined to provide people with a place to turn to for help and information without fear. I’ve made mistakes in the past and have felt like there was nowhere to turn for answers. I was ashamed to be in that position and am determined to help people improve their financial wellness and gain confidence in making financial decisions. I hope our program can reach as many people as possible with information that they can apply in their everyday lives."

Email: financial.literacy@synergycu.ca or Kimberly.Wells@synergycu.ca
Ph: 1-306-500-7304

Tari Rutley

Loan Support Assistant

Elysha Olchowecki

Member Advisor

Mandy Peters

RIS

Financial Advisor

Synergy Credit Union

Credential Asset Management Inc.

Elysha Olchowecki

Member Advisor

East Region (Marshall, Lashburn, Marsden, Neilburg)

"I am passionate about financial literacy because I believe understanding finances is such an important thing in life. I want to share my knowledge to help youth gain the necessary skills to make smart financial decisions. Understanding credit and budgeting are essential when setting future financial goals."

Email: financial.literacy@synergycu.ca or Elysha.Olchowecki@synergycu.ca
Ph: 1-844-825-1350

Mandy Peters

RIS

Financial Advisor

Synergy Credit Union

Credential Asset Management Inc.

East Region (Marshall, Lashburn, Marsden, Neilburg)

Financial Literacy Co-chair

"If I can achieve something new, it is a great achievement. I enjoy working with kids of all ages, especially those in high school, teaching them on topics from opening accounts to applying for student loans. I also enjoy discussing retirement planning, wills, estates, and fraud prevention."

Email: financial.literacy@synergycu.ca or Mandy.Peters@synergycu.ca
Ph: 1-306-500-6854

Ameera Alindogan

RIS

Financial Advisor

Synergy Credit Union
Credential Asset Management Inc.

Charity Elston

RIS

Financial Advisor

Synergy Credit Union

Credential Asset Management Inc.

Mylene Harlick

Member Advisor

Ameera Alindogan

RIS

Financial Advisor

Synergy Credit Union
Credential Asset Management Inc.

South Region (Macklin, Denzil, Kindersley)

South region: Kindersley

"I believe that Life is a long process of learning, that is why I am passionate about financial literacy. My family immigrated in Canada when I was 18 and I was just starting to learn about making financial decisions in a new environment and a new culture. It can be overwhelming, but I have learned to embrace change as an opportunity to grow and learn. I am blessed to be part of Synergy, where financial wellness is a priority. I am grateful for the learning and support I have received and I have decided to pay it forward by working with the Financial Literacy group. I love helping others to be confident in their financial decisions; confidence that comes from making informed decisions through education."

“Learn continually – there’s always “one more thing’ to learn” ~ Steve Jobs

Email: financial.literacy@synergycu.ca

Charity Elston

RIS

Financial Advisor

Synergy Credit Union

Credential Asset Management Inc.

South Region (Macklin, Denzil, Kindersley)

Financial Literacy Co-chair

South region: Macklin/Denzil

“I am passionate about financial literacy because through education, we have a huge impact on the future. I enjoy presenting financial topics such as budgeting, saving, investing, retirement planning, education planning, lending options and fraud prevention in schools and community events. I look forward to continuing these presentations and discussions in the future."

"Never stop learning, because life never stops teaching!" - Unknown”

Email: financial.literacy@synergycu.ca or Charity.Elston@synergycu.ca
Ph: 1-306-500-7610

South region: Kindersley

"I came to Canada in 2014 knowing that this change will give my family and I a better chance to have a financially stable life. This life changing decision is an ongoing process of growth that I want to utilize to help others.

I am very proud and grateful to be part of Synergy Credit Union who gives back to people through Financial Literacy!

Synergy always supports and helps us to have a continuous learning environment to further ourselves and develop more skills. This enhances our performance to help our members with confidence.

I have learned that it isn’t about how much money you have but it’s knowing how to manage it."

Email: financial.literacy@synergycu.ca

Grade 9 Student

"This presentation helped me realize what I really want to do and what money to spend."

Grade 9 Student

"My favourite part of the presentation was how engaging the presenters were."

Grade 9 Student

"I learned that credit scores can also effect your job, renting an apartment, etc."

Grade 8 Student

"I learned to look at my budget and not my balance."

Grade 8 Student

"This is what students should be learning for their future."

Grade 8 Teacher

"I liked how the students got to fill out a budget sheet and make their own decisions."

Grade 4 Student

“I learned that you do not need a want.”

Grade 4 Student

“I learned that you should never tell anyone your password or PIN number.”

Grade 4 Teacher

“My favorite part of the presentation was that you informed the children of ways that they can already start making and saving money at a young age. Something new that the students learned in the presentation was that volunteering is a great thing to do and it may help you with experience when applying for a future job. The presentation was just the right length to keep the student’s engaged. This presentation was a great way to have the students start to think about their interests for future careers.”

Grade 4 Teacher

“Can I sign up for this again next year? Thanks x 1,000,000!”

Grade 9 Student

"This presentation helped me realize what I really want to do and what money to spend."

Grade 9 Student

"My favourite part of the presentation was how engaging the presenters were."

Grade 9 Student

"I learned that credit scores can also effect your job, renting an apartment, etc."

Grade 8 Student

"I learned to look at my budget and not my balance."

Grade 8 Student

"This is what students should be learning for their future."

Grade 8 Teacher

"I liked how the students got to fill out a budget sheet and make their own decisions."

Grade 4 Student

“I learned that you do not need a want.”

Grade 4 Student

“I learned that you should never tell anyone your password or PIN number.”

Grade 4 Teacher

“Can I sign up for this again next year? Thanks x 1,000,000!”

Financial Literacy for Everyone

We actively connect with any group that is looking to improve their financial literacy. Our presentation is relaxed and interactive. It can be tailored to educate people of all ages and backgrounds, including youth groups, seniors homes, families, parents, school boards and college open houses. Led by our Synergy Emerging Leaders, the presenters keep audiences of all sizes and ages interested and engaged.

If you’re not able to attend a session in person, but are still interested in learning more about how to improve your financial literacy, sign up for a free, interactive online session at our ‘It’s a Money Thing’ Academy.

Request a presentation

Financial Literacy Team

TOPICS WE CAN COVER

WHY IS FINANCIAL LITERACY IMPORTANT?

OTHER COMMUNITY PARTNERS

Meet your Representatives

Breanna Sharpe

Implementation & AdoptionSupport Rep

Kimberly Wells

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

Tari Rutley

Loan Support Assistant

Elysha Olchowecki

Member Advisor

Mandy Peters

RIS Financial Advisor Synergy Credit Union Credential Asset Management Inc.

Ameera Alindogan

RIS Financial Advisor Synergy Credit UnionCredential Asset Management Inc.

Charity Elston

RIS Financial Advisor Synergy Credit Union Credential Asset Management Inc.

Mylene Harlick

Member Advisor

What people are saying about our presentations...

Grade 9 Student

Grade 9 Student

Grade 9 Student

Grade 8 Student

Grade 8 Student

Grade 8 Teacher

Grade 4 Student

Grade 4 Student

Grade 4 Teacher

Grade 4 Teacher

Grade 9 Student

Grade 9 Student

Grade 9 Student

Grade 8 Student

Grade 8 Student

Grade 8 Teacher

Grade 4 Student

Grade 4 Student

Grade 4 Teacher

Grade 4 Teacher

Financial Literacy for Everyone

You may also be interested in:

Implementation & Adoption
Support Rep

Financial Services Associate

Mutual Fund Investment Specialist

Credential Asset Management Inc.

RIS

Financial Advisor

Synergy Credit Union

Credential Asset Management Inc.

RIS

Financial Advisor

Synergy Credit Union
Credential Asset Management Inc.

RIS

Financial Advisor

Synergy Credit Union

Credential Asset Management Inc.