I ask the tough questions to get clients really thinking about what their future can look like.
My work ethic was developed on our family farm in southern Saskatchewan, through the life skills my parents taught me. I now apply those hard-working skills to help my clients achieve the same financial peace of mind that I seek for myself.
As a Financial Advisor, I take great pride in knowing that people trust me to help navigate the challenges of saving and protecting what they’ve worked hard for, in hopes of one day enjoying spending or transitioning it on to their beneficiaries. I want people to be proud of their accomplishments and to be right there alongside them, providing them with the education needed to understand what we are trying to achieve and why.
I provide advice to clients based on what they tell me is important to them and look forward to developing lasting relationships.
Jackie joins the firm with a degree in Advanced Clerical Accounting and after working in the Administration at an Engineering firm for a number of years, is enjoying her change and challenges in the Finance Industry.
Ready to secure your financial future?
At ATA Financial Group, we take pride in our personalized approach to financial planning. Each individual, family or institution has unique goals for their financial future. We work to identify those goals and develop a comprehensive, custom-tailored financial plan that helps you achieve them.Call us today for a free consultation and let’s take the first step toward achieving your financial goals and dreams.