Our team consists of myself as the Senior Investment Advisor, Cheri Scott, David Frerichs, Martina Donnellan, and Donald Jenkins. In addition, we also have access to a team of experts within our firm who can assist with sophisticated financial planning, will and estate planning, and insurance issues.

Dave Bryson

Senior Investment Advisor

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306-956-5252
1-800-785-4722

David Frerichs

Associate Wealth & Investment Advisor

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Cheri Scott

Administrative Assistant

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Martina Donnellan

Associate

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Donald Jenkins

Associate Advisor

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Our Extended Team

 

Advisor

Avideh Parent, LL.B, TEP

Vice President and Will & Estate Consultant, RBC Family Office Services


Advisor

Colin Biblow, CFP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Tim Squire, FCPA, FCGA, CFP, CLU, FMA

Financial Planning Specialist, RBC Family Office Services


Our Teams Guiding Principles:

  • We will treat your investments as we would for our own family.
  • We will focus on placing your investment assets in our best recommendations.
  • We will invest for the long term both in guiding your investment plan and in our relationship with you and your family
  • We will communicate with you as candidly as possible.
  • We will help you achieve your plan in any way we can; when we cannot, we will direct you to an outside solution.