About

Douglas has been in financial services since 2006 before establishing his own business in 2010. With an extraordinary ability to enhance Clients’ financial strategies, he helps them realize and achieve their full potential. Solutions are customized for each Client’s individual needs. With a background in education, previous experience as an insurance product specialist, and as a sales manager for South Saskatchewan; Douglas is exceptional at helping Clients understand their options, so they feel confident and in control of their future.

Whether he’s working with families, business owners, or people thinking about retirement, Douglas’ priority is maintaining strong Client relationships. They are long-standing and built on trust, reliability, and stability.

Douglas lives in Regina with his wife and two children. He’s an active member of the arts community which helps him identify new creative ideas to help Clients succeed. Douglas supports a wide range of community-based organizations and initiatives through volunteer time and sponsorship. Douglas enjoys camping, sailing, and is a formally trained photographer.  

Mark launched his financial services career in London, Ontario in 1996 with a national life insurance company. In 1998, he joined one of Canada’s leading mutual fund companies, and spent the next 21 years, first in Toronto, followed by Montreal, and eventually Saskatchewan, in several roles. The first 7 years in Toronto Mark covered several operations and managerial positions. The next 15 years he spent working with financial advisors across Canada, learning about their business and assisting them in building investment portfolios and creating solutions for Clients. Starting in 2020, Mark joined a high-net worth advice team in Regina to help with the investment portion of their practice and joined Douglas and his team in 2024 as an investment focused associate advisor.

The world of investing can seem complex and intimidating to many. With his vast experience working through the ups and downs of the markets over the past 25 years, Mark seeks to leverage his knowledge and experience to help Clients navigate the investing landscape and assist in managing their emotions through market cycles. His primary focus lies in helping Clients reach their financial goals while growing and maintaining their wealth. As an added value to our francophone Clients and community, Mark is bi-lingual and can conduct appointments in both English and French.

Mark has lived in Regina since 2010 with his wife and two sons. Their family grew by one with the addition of a beloved standard poodle, and they particularly enjoy spending their time alpine skiing, whether that be in the lovely ski hills Saskatchewan has to offer or making a trip or two to the mountains every winter.

Ross has been an advisor since 1983, dedicated to the same company which is now known as Sun Life. As a seasoned advisor, Ross has seen many changes in his career but the one thing that remains steadfast is Clients’ need for a clear financial strategy. That is why he is driven to help them understand their needs to grow and protect their wealth.

Most of the Clients he works with are families and farmers who appreciate his friendly, open and caring demeanor. Since he has years of experience and expertise, he has built many lifetime relationships. He is proud to be servicing second and third generation Clients.

As a former fastball player and coach with provincial and national championship teams, he’s well known throughout South Saskatchewan.

With Chris’ educational background in Finance, he brings a unique understanding and perspective. This is especially apparent when working with other recent graduates and young professionals starting their careers. He enjoys helping them develop financial strategies in building and protecting their wealth.

As a Service Associate, Christopher works closely with Douglas, Ross, and the team. Together they will continue providing excellence in customer service with existing and new clients.

Christopher is originally from Regina and enjoys spending time with family and friends.

Cindy has dedicated over 30 years to a career in the insurance and financial services industry. She provides support to Clients and team members and is responsible for workflow management. Cindy is knowledgeable, attentive, and puts clients’ needs first!

Cindy has completed numerous professional development courses and has obtained an Associate Customer Service and Fellow, Life Management Institute designation.

Cindy resides in Regina and keeps busy with her two dogs, her friends and family. She enjoys travelling or relaxing with a good movie and is often working on home improvement projects.

Chandra has an extensive background in administration and a history of excellence in her work. Chandra’s role as our Administrative Assistant is to be our friendly front of line staff working with Clients daily to schedule appointments, contact Clients with important notifications, updating Client details, and manage our digital presence and marketing. Outside of work Chandra is almost always in the company of her dogs. Whether hiking, skiing, or snowshoeing, she loves being active in nature. She is also interested in history and art, having shared for many years her specialty in traditional textiles.