Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

At MKS Financial Services Inc., we believe in educating Clients to help them understand how their money is working for them. We believe that knowledge is power. Our team works with Clients to help them reach their present and future financial goals. We’re committed to offering exceptional Client service while sharing our knowledge and experience. Our goal is to provide the Client with the best possible financial advice. We genuinely care about Clients and take pride in helping them achieve financial success. Our “Client first” approach is demonstrated in how we conduct every aspect of our business.

MKS Financial Services Inc.

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Mike Spicer

As a former teacher, now a retirement planning specialist, I have a unique ability to educate Clients about their financial options. I take great pride in helping them make choices based on their financial goals and objectives. By focusing on tax efficiencies and risk management, I work to help Clients grow while keeping their best interests at heart.

I began in the financial services industry in 2011. My dedication to Clients has earned me membership with the Million Dollar Round Table (MDRT). MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding Client service.

Since then, I have continued to build my team and enhance the services we offer to Clients. As a holistic advisor, I am committed to educating Clients about financial strategies to help them maximize their savings, protect them from the unexpected, and assist them in retiring their way.

A proud married father of two, I spend my spare time with my wife and kids enjoying the outdoors in the summertime. During the winter months, you'll find me watching my son's volleyball and following my daughter's dance career.

Awards and memberships are based on insurance business only.

Job Title: Financial Planner, Sun Life, B.Ed, CFP®

Email: mike.spicer@sunlife.com

Susan Deschenes

I bring over 35 years of quality administrative and management experience to the team. I started my career away from Regina, in the oil and gas sector while raising my daughter in Calgary. I moved back to my hometown where I enjoy being close to my immediate and extended family.

I have been with MKS Financial Services Inc. since inception and continue to be essential in its growth and vitality. On top of overseeing office operations, I have earned my Mutual Fund license.

Along with my operational skills I bring integrity. I genuinely care about Clients and I am committed to ensuring a positive long-lasting rapport.

Job Title: Service Associate, Sun Life | Office Manager, MKS Financial Services Inc.

Kerry Swann

With over 30 years of experience in financial services, I use an educational approach when working with Clients. I have developed and facilitated financial related educational programs for Clients as well as other advisors. As a wealth focused advisor, I provide portfolio analysis, recommendations, and wealth planning for retirement. I am passionate in helping people. My personable approach helps put Clients on the right path to reach their goals. 

Job Title: Financial Planner, Sun Life, CEBS, CFP®

Michelle Ramsay

As an Associate Advisor, I build Clients a strong plan by actively listening to their needs and goals. I work with small businesses and young families. With seven years of experience in group wealth, I have a strong understanding of business and employee needs. It brings me joy to see small wins turn into big wins for the Clients I work with. I feel accomplished when Clients feel confident in their financial future.

As a believer in education, I started my children’s financial education early on. By teaching them the importance of saving early, I hope they will have a solid understanding for their future. 

When I’m not working, I enjoy hiking and biking with my family and going for walks with my Westie. You’ll often find me spending hours completing puzzles with my mom and sister. 

Job Title: Financial Planner, Sun Life, QAFP™

Danielle Mullen

In my role, I always try to help Clients the best I can. I know that Clients may not understand the lingo we use. Because of this, I always try to break things down into clear and concise messaging. It makes me happy to help others and give them an experience that is stress-free.

In my free time, I enjoy game nights with friends and spoiling my nephews. I also enjoy going for walks with my Cocker Spaniel.

Job Title: Advisor Assistant, Sun Life

Emma Snider

As an Advisor Assistant, I handle a lot of administrative work. I try to make sure paperwork is up to date, organized and processed correctly. I enjoy helping Clients and I make sure to really listen to their needs. My main goal is to provide efficient and helpful service with a positive and supporting attitude.

It makes me happy to be part of a team that makes a difference in people’s lives. I know my work contributes to a big solution for the individuals and families we work with.

I am working towards a Bachelor of Business Administration and so, I am usually busy with schoolwork. Outside of work and my studies, I enjoy taking my two dogs for walks and spending time with my family. I’m also passionate about dancing and am looking to continue growing my dancing career.  

Job Title: Advisor Assistant, Sun Life

Liberty Eirich

I joined the MKS Financial team in May as a summer student, while continuing to pursue my Bachelor or Business Administration majoring in Finance. I enjoy helping the team in any way I can. In my role as an administrative assistant, I efficiently organize paperwork and ensure Clients stay updated with their appointments. Assisting Clients brings me great fulfillment, knowing that I can make a positive impact in their lives. I believe that by checking in and listening to their needs, I am able to leave a lasting impression. Outside of work and studies, I enjoy dancing, spending time with my family, and volunteering locally.

Job Title: Advisor Assistant, Sun Life

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.