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Financial Service Excellence | BMA Benefits
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Brian Mallard and Associates. VP - Individual Financial Planning. Since 1999. He has also been an active member of the International Foundation of Employee Benefit Plans since 2003. He has also been assisting clients in retirement and investment planning for 20 years and. Maintains his insurance license and Certified Financial Planner designation. Trevor completed his Certified Financial Planner (CFP) designation in 2002 and is a member of the Financial Planners Standards Council and an active member of ...
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Tim Leier – Brian Mallard and Associates
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Tim began his financial planning career in 1994 with Regal Capital Planners, following completion of degrees in Kinesiology, Business Administration and Commerce from the University of Saskatchewan. Assisting clients in the areas of retirement and investment planning for over 15 years has involved a very comprehensive team oriented approach, further enhanced following a career move partnering with the office of Brian Mallard in 1998 to the present. Tweet to @BMA Saskatoon. Tweets by BMA Saskatoon.
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Rick Kennedy – Brian Mallard and Associates
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Donald Bristow – Brian Mallard and Associates
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Don started his business career in the summer of 1992 after completing his Bachelor of Commerce at the University of Saskatchewan. He majored in Finance, but spent seven years playing post secondary football in Saskatoon splitting the years between the Saskatoon Hilltops and University of Saskatchewan Huskies. With time spent in practice and the gym, people commented he majored in Football and minored in finance. Was on the Board of Elders at Lakeview Church and served as the Board Chair in 2008 and 2009.
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Michael Wong – Brian Mallard and Associates
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With a strong commitment to the financial business industry Michael is a Chartered Financial Consultant and a Chartered Life Underwriter. He is well-trained and equipped to handle financial matters ranging from debt management, budgeting, investments, and savings to financial planning, retirement planning, and estate issues. He invites you to take the time to consult with him on any of your financial matters. Tweet to @BMA Saskatoon. Tweets by BMA Saskatoon.
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Wayne Sanderson – Brian Mallard and Associates
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Brian Mallard – Brian Mallard and Associates
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In 1980, Brian founded. Dataplan Consulting Associates Ltd. The firm changed its name in 1987 to. Dataplan Financial Services Ltd. In response to their increasing scope in financial services.In September of 1996, he finalized the sale of the. Dataplan Group of Companies. He held the position of Chief Executive Officer and President until June of 1998 when the. Dataplan Group of Companies. Of Toronto, a subsidiary of Assante Capital Management. Following the merger he formed. Brian Mallard and Associates,.
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Derek Kennedy – Brian Mallard and Associates
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Derek graduated high school from Bishop James Mahoney High School in Saskatoon. He has a BA in History and English from the University of Saskatchewan and the University of Auckland, which he began while in the Infantry Reserve. Derek went on to do post graduate studies in secondary school teaching and subsequently taught English in New Zealand. Derek moved back to Canada in 2008 to pursue an opportunity with Brian Mallard and Associates. Election 2015 Vote for Equality & Respect. October 14th, 2015.
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Donna Hurren – Brian Mallard and Associates
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Donna’s career in Financial Services began at a bank-owned brokerage firm in 1986. Most of her 17 years with this firm involved management of the branch operations and compliance. In 2004 Donna joined Brian Mallard and Associates as Branch Manager. She manages the branch and its operations and regulatory compliance. Donna has served on the Board of Directors of a Montessori elementary school and a condominium corporation and has participated in fundraising activities for several charities.
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Trevor Grabowski – Brian Mallard and Associates
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Trevor joined Brian Mallard and Associates in 2008 and manages our Benefits and Pension Solutions. Trevor has over 15 years of experience representing two of the country’s largest providers of Employee Benefits and Pensions and as a Consultant with an International Consulting firm working with clients of various sizes and needs. Trevor is experienced in the design and management, contractual and funding techniques of both traditional, flexible benefit and group retirement solutions.
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