Synergy knows Wealth

Personal Wealth

Business & Ag Wealth

Synergy Wealth Team
The Synergy 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.
Synergy Wealth Team
To learn more about each expert, click or tap on their image below.
Credential Asset Management Inc.
If you want today’s paycheque to work harder for your future, you’re not alone. Our 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.

Jason Rindfliesch
QAFP™, RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.

Jeanette Sherling
FCUIC,RIS
Manager of Wealth Services
Synergy Credit Union
Financial Advisor
Credential Asset Management Inc.

Jason Topolnisky
CFP®, RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.
Credential Asset Management Inc.
I enjoy sitting down with our members to help determine and understand their short- and long-term goals. The most powerful tool to help guide you to those goals is to have a plan in place. Being able to help families sort through the different financial aspects while providing them with a visual strategy of how we can create that pathway to make their dreams and goals a reality is very much a passion of mine!
Credentials/Education highlights:
Qualified Associate Financial Planner (QAFP™)
Responsible Investment Specialist (RIS)
Personal highlights:
I am firmly committed to returning to school to complete my designation while working full-time and raising a family.
I love watching and playing sports, volunteering for my girls sporting activities and also being outside.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Ph: 1-306-500-2232
I manage a team of professionals that work with members looking for personalized, expert investment and wealth management advice. They provide education, customized solutions and make recommendations so members can make sound financial decisions.
For us, true success is providing strategies and solutions to issues members hadn’t anticipated.
I have been part of the credit union system for 27 years and have been with Synergy Credit Union since 2010. My experience includes finance, investments, leadership and management. Away from work, I participate in community events that Synergy sponsors, such as Agri-Visions, Health Foundation Gala, Meals on Wheels, and various other events.
- Fellowship of the Credit Union Institute of Canada (FCUIC)
- Branch Compliance Officer's (BCO)
- Responsible Investment Specialist (RIS)
Ph: 1-306-500-3070
Credential Asset Management Inc.
I aim to provide holistic financial planning and investment advice that helps members meet their life goals and dreams—providing them with financial plans and financial products that work best.
Credentials/Education highlights:
- Certified Financial Planner® (CFP)
- Responsible Investment Specialist (RIS)
- Bachelor of Education from the University of Alberta
Personal highlights:
I graduated from the University of Alberta with a Bachelor of Education. I worked previously as a Branch Manager with Enterprise Rent A Car, a Financial Consultant with Investors Group, and an Investment Specialist with Servus Credit Union, where I provided complete financial advice to my clients. I joined the Synergy Wealth team in November 2020.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Ph: 1-306-500-6821

Doyle Elliott
CFP®, RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.
I am a financial builder. I help you discover what areas you want to build, and I work with you to realize them. No matter where in life you currently are, I'll help you navigate your money management needs.
Credentials/Education highlights:
Certified Financial Planner® (CFP)
Responsible Investment Specialist (RIS)
Personal highlights:
When I have helped a member get to the goal.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning

Charity Elston
CFP®, RIS, RRC
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.
FSA Learning Lead
Synergy Credit Union
My name is Charity Elston, I am a Financial Advisor and FSA Learning Lead with Synergy Credit Union, in the Macklin branch.
True success is helping people understand their finances so they can make educated decisions about their future. As a teacher, I educate internal and external members on various financial products and how they may be used as tools to achieve their goals. Along the way, I highlight solutions and strategies for issues they may have yet to anticipate. Together we put a plan in place to achieve short and long-term goals. To ensure that I can provide the best advice, I continually seek ways to increase my knowledge. In short, I teach people about money, and I would love to work with you!
Credentials/Education highlights:
Certified Financial Planner® (CFP)
Registered Retirement Consultant (RRC)
Responsible Investment Specialist (RIS)
Advanced Certificate in 3H Financial Planning
Personal highlights:
I enjoy volunteering with Meals on Wheels and Synergy Financial Literacy.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Ph: 1-306-500-7610

Danielle Hollingshead
CFP®, RIS
Wealth Services Supervisor
Synergy Credit Union
Financial Advisor
Credential Asset Management Inc.
I'm local to the Maidstone area and passionate about supporting my community. I believe that financial advice should always be accessible and transparent. Using my education and experience as a Certified Financial Planner® and the unique perspective of small-town living, I work with my clients to review all areas of their financial plan and empower them to make better financial decisions.
Credentials/Education highlights:
Certified Financial Planner® (CFP)
Responsible Investment Specialist (RIS)
Branch Compliance Officer's Course
Diploma in Financial Services
Personal highlights:
Outside of work, I can be found chasing my two children and volunteering as the president of the Maidstone Museum Board. I enjoy caring for my chickens, crocheting and finding new adventures to share with my family.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Ph: 1-306-500-9122
Danielle Hollingshead, CFP RIS | LinkedIn

Ameera Alindogan
RIS
Financial Advisor
New Community Branch
Synergy Credit Union
Credential Asset Management Inc.
Credential Asset Management Inc.
Credential Asset Management Inc.
My role as an advisor is to help and provide our members with wealth planning and honest advice. It involves understanding their short-term and long-term goals and setting up a plan. I work with people from all walks of life, whether a member or non-member who is new to investing or those working towards their retirement. What I love about my role is the opportunity to build relationships beyond banking, helping members and being part of their lives.
Credentials/Education highlights:
Canadian Investment Funds Course
Responsible Investment Specialist (RIS)
Personal highlights:
I love working with people, building relationships, and getting to know them personally. I am passionate about learning and giving back to the community through volunteer opportunities and outreach.
I can assist you with:
- Investment planning
- Financial goal planning
- Retirement planning
- Estate planning
- Tax planning
Ph: 1-306-500-6874

Credential Financial Strategies Inc. & Credential Securities
The dedicated team of financial experts at Credential can help you grow and protect your money with a customized and collaborative approach. They have the expertise, experience, and tools to assist in helping you reach your financial goals. Whether you are evaluating your investment strategy or looking for a complete review of your profile, this team is ready to help.

Deanna Amos
B. Comm, CFP®, 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
My purpose is to understand what’s essential to our community members and positively influence their decisions regarding their wealth. I work with farm families, business owners, and those that are nearing or at retirement. A holistic financial plan supports our strategies to best grow, spend, protect and transfer wealth.
Credentials/Education highlights:
Bachelor of Commerce
Certified Financial Planner® (CFP)
Dealing with High-Net-Worth Clients Program
Responsible Investment Specialist (RIS)
Personal highlights:
I'm married with two boys and am a volunteer on the Lloydminster Minor Hockey Association board. My family enjoys spending time at our property at Jackfish Lake, SK, and my family farm in south central Saskatchewan.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Ph: 1-306-825-8118
I work with individuals who are nearing or are already in retirement and are looking to enjoy it and not worry about the financial stuff. Financial success means something different for everyone; that's why I incorporate investment portfolios, cash flow and income analysis, retirement and estate needs into what is most important to my clients when developing a holistic financial plan.
Credentials/Education highlights:
Fellow of the Canadian Securities Institute (FCSI)
Chartered Investment Manager (CIM)
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Certified Health Insurance Specialist (CHS)
Responsible Investment Specialist (RIS)
Personal highlights:
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
I specialize in helping those who are in or near retirement get the most out of their retirement years. I provide financial planning in an informative and fun manner. It is essential to work with an advisor you trust and who you enjoy working with.
Credentials/Education highlights:
Responsible Investment Specialist (RIS)
Personal highlights:
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Ph: 1-306-825-8110

Maureen McMillan
RIS
Investment Advisor
Credential Securities

Emily Meyer
B.Comm, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities

Ashley Brick
Coordinator
Credential Financial Strategies Inc.
Credential Securities
I’m passionate about helping you achieve the financial independence to spend your time as YOU choose. I love hearing what a fulfilling life looks like to you and using the tools available to my team and I to help bring that vision to fruition.
Credentials/Education highlights:
- Responsible Investment Specialist (RIS)
- Experience with rental properties
- Small business owner (painting contractor)
- Experience navigating separation and divorce
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Working with me means that I will help improve the way you save and withdrawal your money. I provide a roadmap showing what your hard-earned money will look like over time and present strategies to make your estate settlement as easy as possible for your family once you're gone. I help you plan for the unexpected while making goals for a great future.
Credentials/Education highlights:
- Bachelor of Commerce (BComm)
- Certified Financial Planner® (CFP)
- Responsible Investment Specialist (RIS)
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Member inquiries
- Appointment booking


Holistic Planning with Wealth Goals
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