About

As a Financial Planner, my passion lies in going beyond the numbers to truly understand the Clients’ individual needs and aspirations. Building trust is at the core of my profession, and I feel grateful to establish that trust with the Clients I work with.

I believe in fostering a judgment-free environment, encouraging Clients to ask questions and openly share their thoughts and feelings. Empathy and active listening are key elements in ensuring that each Client's unique financial journey is well understood.

Holding the Certified Financial Planner® and Chartered Life Underwriter® designations, I take pride in the expertise and knowledge I bring to the table. I contribute to the financial planning community and keep my knowledge sharp by being part of the FP Canada Disciplinary and the FP Canada Certification Exam Panels. I’m also a member of CALU, an advanced advocacy organization for public policy that protects and improves the financial well-being of Canadians. In addition to my professional pursuits, I actively participate in community service. Currently, I serve as a board member for the Saskatchewan Social Services Appeal Board, and the Saskatchewan Sports Hall of Fame.

On a personal note, I am happily married and am the proud parent of three exceptional daughters. I’ve recently learned to enjoy travelling, especially to Europe, and the odd long road trip in Canada. These activities bring balance to my life and contribute to my holistic approach to financial planning.

I currently serve as an Associate Advisor on our team, offering a direct and knowledgeable approach to our clients. With 17 years of experience in the industry, I bring a wealth of expertise and a personable demeanor to the table. Jeff Lightheart and I have collaborated closely for most of our careers. From May through October, you can catch me on the golf course!

My professional journey began with the successful completion of a Medical Radiation Technology Diploma through SIAST. This propelled me into a fulfilling role as a Medical Radiation Technologist (MRT) with the Saskatchewan Health Authority. Driven by my pursuit of knowledge and skills, I furthered my education, earning a Bachelor of Medical Imaging from the University of Regina, solidifying my expertise in the healthcare field.

As a compassionate professional with a profound desire to make a positive impact, I sought an alternative avenue to continue my mission of helping people. In January 2024, I joined the Lightheart Insurance and Financial Services team as an Associate Advisor, bringing my unwavering commitment to finding innovative solutions that brighten the lives of those I serve.

Throughout my career, I have specialized in Interventional Radiology and Cardiology, underscoring my versatility and dedication to delivering high-quality healthcare services. My small-town roots, hailing from Coronach, remain a strong influence.

Outside of work, I'm an old soul who loves reading books with my son, making my daughter laugh, sharing a good meal with anyone and everyone, and traveling (but not hiking). I also enjoy the friendly competition of beating my husband at cribbage. My family and I reside in Regina, making it our home.

I joined Lightheart Insurance & Financial Services in March 2021, with a degree in Business Administration, and swiftly immersed myself in the financial services industry. My specialization lies in mutual funds and administrative functions, making me a great asset to the company.

I excel in behind-the-scenes operations, ensuring seamless Client experiences through meticulous paperwork preparation and attention to detail. Clients appreciate my trustworthy and approachable nature, relying on me for prompt assistance whenever they need it. My honest and caring attitude contributes to our team’s success in providing exceptional service to clients.

In my spare time, I enjoy sports, fitness activities, and woodworking. These pursuits allow me to unwind and provide opportunities to get away from my desk! Additionally, I find joy in spending quality time with friends and family, cherishing those meaningful connections outside the professional realm.

Theresa Chalifour is our vibrant and kind assistant. Theresa plays a crucial role in connecting with our clients and scheduling appointments to keep everything organized. A phone call from Theresa is sure to brighten your day, and we consider ourselves fortunate to have her cheerful spirit on our team.