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.

Ameera Alindogan
RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.
Credential Asset Management Inc.

Doyle Elliott
CFP®, RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.
Credential Asset Management Inc.
When did I join Synergy: April 2017
How many years have I been in the financial industry? 4
What’s my favourite part of helping members? When members feel confident with their finances, when they reach a milestone and when we learn from each other and building that relationship.
What’s one piece of advice I can give that I think is crucial? Staying focused on their goal and do not hesitate to reach out for assistance.
I can assist you with:
- Investment planning
- Retirement savings
- Wealth management
- RRSPs, TFSAs, RESPs
- Mutual funds*
Ph: 1-306-500-6874
I began my financial services career in 2003 and I am a CFP professional. I have the experience to evaluate your current financial situation and create a strategy that makes sense for you – whether it's investments, retirement planning or estate planning.
Away from work, I am involved in the community as well as with Kindersley Minor Hockey and the high school football program.
-
- Financial planning
- Estate planning
- Financial planning

Mandy Peters
RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.
When did I join Synergy/start my career in the financial services industry?
I joined Synergy in 2018. I started my career in the financial industry that same year.
What’s my favourite part of helping members?
I really enjoy going over the financial house with our members while providing education to them on our products and speaking about their goals. I believe that being an honest, trustworthy and hardworking advisor helps build lifelong members. But one of the most rewarding parts of working with our members is celebrating together when they reach their goals!
What’s one piece of advice I can give members?
Don’t be scared to talk to an expert about your financial wellness, it’s all about YOU feeling good about your financial health now and in the future.
I can assist you with:
- Investment planning
- Retirement savings
- Wealth management
- RRSPs, TFSAs, RESPs
- Mutual funds*

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

Jeanette Sherling
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 can assist you with:
- Investment planning
- Retirement savings
- Wealth management
- RRSPs, TFSAs, RESPs
- Mutual funds*
Ph: 1-306-500-2232
I began my credit union experience in 1995 and have held various positions. I started as a Member Service Representative, and since then have been a Finance Assistant, Member Contact Centre Representative, Member Service Supervisor. In 2018, I became the Wealth Services Supervisor at Synergy and a Mutual Funds Investment Specialist with Credential Asset Management. I also have my Credit Union of Canada General Business Studies and an accounting certificate.
I believe in providing my members with excellent member service. I believe in creating a positive work environment for my staff, I want them to love coming to work and shine at what they do.
Away from work, I participate in community events that Synergy sponsors such as Agrivisions, Health Foundation Gala, and various other events, such as taking part in Here Comes Santa Claus Day. I also enjoy being a part of Synergy Emerging Leaders Financial Literacy program. I have also been part of the School Community council for years as well.
Together, our Wealth Team can get you started on:
-
- Investment planning
- Retirement savings
- Wealth management
- RRSPs, TFSAs, RESPs
- Mutual funds*
Ph: 1-844-825-1350
Credential Asset Management Inc.
- Investment planning
- Retirement savings
- Wealth management
- RRSPs, TFSAs, RESPs
- Mutual funds*
Ph: 1-306-500-6821

Charity Elston
RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.
When did I join Synergy? Our branch merged with Synergy on July 2020; I joined Macklin Credit Union in July 2014.
How many years have I been in the financial industry? 15 years
What’s my favourite part of helping members? I love listening to members tell me about their lives and their financial goals. It is really nice to be in a position where I can work with them to achieve their goals.
What’s one piece of advice I can give that I think is crucial? Start your savings plan early!
I can assist you with:
- Investment planning
- Retirement savings
- Wealth management
- RRSPs, TFSAs, RESPs
- Mutual funds*

Danielle Hollingshead
CFP®, RIS
Wealth Services Supervisor
Synergy Credit Union
Financial Advisor
Credential Asset Management Inc.
- Investment planning
- Retirement savings
- Wealth management
- RRSPs, TFSAs, RESPs
- Mutual funds*
Ph: 1-306-500-9122
Danielle Hollingshead, CFP RIS | LinkedIn

Credential Financial Strategies Inc. & Credential Securities

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
- Integrated approach to wealth management
- Expert advice on financial planning, investment selection, and insurance strategies
Ph: 1-306-825-8110
When did I start in the financial industry?
June 2003
What’s my favourite part of helping clients?
Assisting in goal setting and seeing that goal come to fruition.
What’s one piece of advice I can give clients?
Start planning early!
What keeps me up at night?
Everything!
I can assist you with:
- Growing your wealth
- Exploring tax-efficient strategies
- Planning for the unexpected
- Looking after your loved ones
When did I start in the financial industry?
I started in the financial industry in 2002.
What’s my favourite part of helping clients?
Helping members achieve their financial goals.
What’s one piece of advice I can give clients?
Find an advisor that you enjoy working with and who has your best interests in mind.
What keeps me up at night?
Knowing that there are many people who aren’t receiving proper advice.
I can assist you with:
- Growing your wealth
- Exploring tax-efficient strategies
- Planning for the unexpected
- Looking after your loved ones.

Maureen McMillan
Coordinator
Credential Financial Strategies Inc.
Credential Securities

Emily Meyer
B.Comm, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities
Dec 2010
Possibility
When did I start in the financial industry?
2008
What’s my favourite part of helping clients?
My favourite part about helping clients is giving them answers and solutions to the questions that they have around their financial planning. People tend to have so many questions that they have either not got around to asking an expert about or think that they should know the answers to, so are hesitant to ask.
What’s one piece of crucial advice I can give clients?
Everyone has their own job or life responsibilities that they are an expert in, spend a large portion of their time on and continue to learn more about. Helping people achieve financial wellness is what I’m committed to. It’s not your job to be a financial expert, but it is in your best interest to have one in your corner.
What keeps me up at night?
That people wait too long to do proper financial planning. While it’s never too late, at some point, options become limited and may require more sacrifices. Financial planning is important for everyone and early planning makes your financial life so much easier.
I can assist you with:
- Growing your wealth
- Exploring tax-efficient strategies
- Planning for the unexpected
- Looking after your loved ones


Holistic Planning with Wealth Goals
ESTATE PLANNING
TAX PLANNING
INSURANCE PLANNING
FINANCIAL PLANNING
RETIREMENT PLANNING
INVESTMENT PLANNING
Planning Tools

Retirement assessment

Major Purchase Assessment

Education Assessment

Budget Worksheet

Do you have an estate plan?

Are you an executor?

Retirement assessment

Major Purchase Assessment

Education Assessment

Budget Worksheet

Do you have an estate plan?
