Certified Financial Planner
When people don’t have a financial or retirement plan, it can be difficult for them to reach their goals. My great passion is helping people feel secure with their financial situations. I help my clients by taking a look at where they are now and where they want to be. then develop a plan to help them achieve their dreams so they can feel at peace.
I listen to what really matters to my clients and make them feel comfortable by answering all of their questions. I know that no single approach is the right one for every individual, family or business, so every client receives a customized plan for their personal situation. I have earned my Certified Financial Planning designation and have completed a Business Owners Specialist course in order to provide my clients with the utmost professionalism.
Outside of my work, my husband and I spend time with our children and grandchildren. We love living in Saskatoon and have been involved in this vibrant community for more than 35 years. When I’m not spending time with family, you can find me cheering for the Saskatchewan Roughriders, curling, golfing, or walking.
I am motivated and inspired by being around people and am always pleased to make new connections. Please feel free to contact me at firstname.lastname@example.org anytime.
Certified Financial Planner
& Investment Representative
l am proud to call Saskatchewan my home. The foundation of this province is built on the strong values lived by generations before me, which I embody. Work hard, be a good neighbor, and look after your family and friends; Do the right thing.
We build our lives on the foundation laid by those before us. It is from there we find the integrity and strength to navigate through life transitions. Some are traumatic, like the death of our loved ones, major career or life changes. Some are less traumatic yet equally impacting to our foundation such as preparing for retirement or planning for the future.
All can cause uncertainty and overwhelm. When you add in the financial implications and unknowns of these transitions, it can create tremendous pressure and perceived limitations about one’s choices and opportunities.
This is the place where I most love to work, and where I feel I make a difference.
I believe no one should have their potential or future limited by a financial situation.
I’m intensely passionate about this and have worked hard and long to obtain my education and designations, Certified Financial Planner and Registered Retirement Consultant, to equip me with the qualifications and expertise to provide the best possible financial options to those I serve.
I meet people where they are, in the heart of their situation, and in the place that fits best for them, around the kitchen table, in the field at harvest, at the jobsite, or at the office. The work happens where it needs to happen. The people with whom I work with, say they leave feeling optimistic about their future, focused with a financial plan tailored to their specific needs and freed to turn their time and attention to whatever is important to them.
I’m proud to be described as someone who walks their talk, a real, tell it like it is person, who loves a good laugh, is well respected in community and business, and ferociously loyal to her people.
The foundational values of this province, to do the right thing, run deep and wide within me. It’s why I’ll always be a prairie girl at heart. Saskatchewan is home, it’s where my people are.
Certified Financial Planner &
I take pride in calling Saskatoon my home, having been born and raised in Saskatoon. Despite living here my entire life, I have seen first-hand the adversities my parents had to overcome as first-generation immigrants to Canada. I understand the value of time and money, and due to my families personal experience, I decided to pursue a career in the financial services to help others understand the importance of financial planning.
Since starting my practice in 2008, I have been passionately dedicated to helping clients build, grow and protect their wealth one family at a time. Today, I am just as passionate and inspired about making a meaningful difference in the lives of those I work with – helping them create financial stability and prosperity. I look forward to maintaining trusting and long-lasting relationships with my clients.
I thoroughly enjoy bringing my clients through our comprehensive financial planning process to ensure they are fully aware of how to achieve their goals from a wealth and risk management perspective. I especially enjoy working with those who understand, value, and are committed to the financial planning process because it is the cornerstone of achieving financial peace of mind.
I started off my career and continue to be highly motivated and passionate about helping people plan and achieve their goals. I love doing what I do!
- Certified Financial Planner (CFP®) Designation
- Labour Sponsored Investment Funds Course – SaskWorks
- University of Saskatchewan, Finance
My husband, Lewis, and I keep ourselves busy with our inquisitive and active daughter, Leighton, whose thirst for life is infectious! Coming from a large family, we enjoy visiting my parents and grandma, and spending time with family and friends. My downtime is spent on puzzles of all sorts!!
I enjoy a balanced lifestyle and like many people I thoroughly enjoy traveling with my family. My favourite place to travel is Santorini and the city on the top of my bucket list is Tanzania.
Client Relationship Manager
Amanda Jones ensures that our clients always receive professional, prompt and friendly service. She will book appointments for you and is the first person you should call if you have any questions about your account administration, accounts online or documents. She thoroughly enjoys working closely with our clients and is whole-heartedly invested in building relationships based on trust and solid communication.
Amanda was born and raised on a farm in Cadillac, SK and after graduation from high school, she moved to Swift Current to attend the Great Plains College, where she graduated with a diploma in Office Adminstration. In 22012, she moved to Saskatoon and in 2015 she joined Freedom 55 Financial as a Marketing Associate and has been with the Soterra Financial Group Ltd. ever since. In her spare time, Amanda enjoys focussing on her fitness, enjoying the outdoors and spending time with her Irish Wolfhound, Luna