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Kathy Sauerborn is the VP Retail Banking for Access Credit Union.  Access Credit Union is a strong Credit Union with over $13 billion in assets and serving 47  communities in the Province of Manitoba.  Access Credit Union offers a multitude or products and services including personal financial planning, will and estate planning, investment and retirement planning and all lending products.  Kathy leads all member facing branch staff in deposits, retail lending as well as the Wealth Management arm.  She has enjoyed over 30 years experience in the financial services industry directly related to coaching, team building, leadership, customer service, strategic planning and personal financial planning.  Her passion is leading and dealing with people and finding solutions in order to meet their financial goals.  Kathy also is on the Senior Management Team for Access Credit Union and is involved in the direction of the Credit Union in this quickly changing landscape.  Kathy values education and is always actively learning in order to stay current.  Her most recent accomplishment was obtaining her Masters in Business Administration MBA, Chartered Management Degree and various other courses directly related to Finance, Wealth and leading people.   Kathy is also embarking on Executive Coaching through International Coaching Federation.  Always willing to assist.  

Comprehensive financial planning, investment management and tax planning

TBD

I've always been interested in the world of finance and business. I studied economics at university hoping one day to find a profession I loved and believed in. The event that solidified my choice to become a financial advisor happened over 20 years ago when my dad passed away after a lengthy illness. Due to poor financial planning and lack of professional guidance, the estate he worked so hard for was quickly depleted. Ultimately, I wanted to help others take control of their financial situations, their estates and their legacies because “a goal without a plan is just a wish.”

In 2005, I joined Edward Jones. Today, I help retirees and clients in all life stages with strategies to meet their financial goals. We work on withdrawal plans, succession plans and estate planning so they feel in control of their financial situation and secure in their decision making. We work as a team with clients as well as their lawyers, accountants and families to make sure we consider all details. I couldn't do this without Senior Branch Office Administrator Joyce Ibbott-Belvin who takes the concept of service to a whole new level.

Life changes all the time–a new grandchild, an unexpected health issue, a move to a retirement community–we regularly meet with clients to keep strategies and paperwork in line with their goals. Today, I am honoured to work with the adult children and grandchildren of my clients.

I always offer my full engagement and clear direction. It's not uncommon for market swings and fear-based headlines to rattle emotions and trigger investors to make impulsive decisions not in their best interest. With written financial strategies tailored to each client's unique situation and goals, we can keep that fear at bay and stay the course toward success.

Bryan graduated from the Odette School of Business in April 2012. He holds a Bachelor of Commerce degree with a concentration in finance. He is recognized as a member of the Golden Key Society for ranking in the top 15% of his class in academics.

Upon graduation, in July 2012, Bryan began his career in the financial services industry.

Since beginning his career, he has been a member of Advocis, The Financial Advisors Association of Canada.

Bryan is the Managing Partner and Co-Principal Planner of Goals Based Advisory and Consulting™, the high-net-worth financial planning division of Goals Based Financial Inc.

Bryan strongly believes in professional development and is an advocate for continuing education. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and holds several other additional professional designations concentrating in financial planning.

Bryan is currently working with STEP Canada towards obtaining his Trust and Estate Practitioner (TEP) designation.

As a CFP Professional, Bryan specializes in comprehensive financial planning in both the personal and corporate landscapes. Bryan’s real passion is consulting with wealth management advisors. He strongly believes that complimenting a wealth management advisor’s practice with holistic financial planning creates a synergy that brings considerable benefit to all aspects of the client’s financial position.

Bryan works very closely with the advisors that he consults with throughout the entirety of his distinct financial planning process. He sincerely believes trust and transparency is the foundation of a successful partnership and yields the best outcome for the advisor’s client.

Bryan uses complex tax and estate planning strategies to formulate clear and concise client recommendations. This enables the client to truly comprehend their financial plan and recognize the value provided by their advisory team.
In Bryan’s time away from the office, he enjoys spending time with his wife, Krista, their children, Lincoln and Marley, and their dog, Lenny. Bryan is also passionate about sports, health and wellness, specifically hockey, golf, baseball, and CrossFit.

Wealth Advisor for TD Private Wealth Management providing Investment, Private Banking and Estate Planning and Services

I have worked in the finance industry for over 10 years and am passionate about investing, retirement planning and finding suitable insurance solutions.

I have attained multiple designations since starting in the field including: Certified Financial Planner, Chartered Life Underwriter, Certified Health Specialist, Certified Consultant on Aging, Certified Executor Advisor, and my Certified Financial Divorce Specialist. 

I help my clients manage their time, energy and most importantly their money so they can achieve their personal goals. Unlike other financial advisors, I have a client first approach. For example, I have a process to help my clients define their values, clarify their goals, understand their situation. I then create a comprehensive plan and provide a simple checklist that they can follow to achieve their goals.

Consulting, and courses in support of preparing and then living out legacies to ensure families thrive for the long term