Meet the Team

Swift Current

PO Box 1090 Stn Main, 198 1st Ave NE, Swift Current, SK   S9H 3X3

Karen Bender
Karen Bender

Wealth Associate

Innovation Wealth

Scott Cassidy
Scott Cassidy

B.A., CFP®, CIM, RIS

Wealth Advisor

Credential Securities

Book an appointment

Adriana Hoffman
Adriana Hoffman

B. Comm

Wealth Associate

Innovation Wealth

Paula Munro
Paula Munro

B. Comm, CFP®, FMA, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Karen Rousseaux
Karen Rousseaux

CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Roy Schultz
Roy Schultz

Wealth Advisor

Credential Securities

Book an appointment

Brenda Switzer
Brenda Switzer

CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Michele White
Michele White

CFP®

Wealth Planner

Credential Securities

Book an appointment

North Battleford

PO Box 638, 1202 102nd St, North Battleford, SK   S9A 2Y7

Donnica Bernier
Donnica Bernier

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Hayden Friedrich
Hayden Friedrich

BIB, CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Andy Garvik
Andy Garvik

B. Comm, CIM, FCSI

Wealth Advisor

Credential Securities

Book an appointment

JoAnne Iverson
JoAnne Iverson

Wealth Associate

Innovation Wealth

Janelle Marchewka
Janelle Marchewka

Wealth Associate

Innovation Wealth

Dana Rissling
Dana Rissling

Wealth Advisor

Credential Securities

Book an appointment

Shirley Bongosia
Shirley Bongosia

FCUIC

Wealth Associate

Innovation Wealth

Meadow Lake

PO Box 1060, 125 Centre St, Meadow Lake, SK   S9X 1Y8

Kirsten Wright
Kirsten Wright

BAFS, QAFP™ , RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Swift Current

PO Box 1090 Stn Main, 198 1st Ave NE, Swift Current, SK   S9H 3X3

Karen Bender
Karen Bender

Wealth Associate

Innovation Wealth

Scott Cassidy
Scott Cassidy

B.A., CFP®, CIM, RIS

Wealth Advisor

Credential Securities

Book an appointment

Adriana Hoffman
Adriana Hoffman

B. Comm

Wealth Associate

Innovation Wealth

Paula Munro
Paula Munro

B. Comm, CFP®, FMA, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Karen Rousseaux
Karen Rousseaux

CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Roy Schultz
Roy Schultz

Wealth Advisor

Credential Securities

Book an appointment

Brenda Switzer
Brenda Switzer

CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Michele White
Michele White

CFP®

Wealth Planner

Credential Securities

Book an appointment

North Battleford

PO Box 638, 1202 102nd St, North Battleford, SK   S9A 2Y7

Donnica Bernier
Donnica Bernier

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Hayden Friedrich
Hayden Friedrich

BIB, CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Andy Garvik
Andy Garvik

B. Comm, CIM, FCSI

Wealth Advisor

Credential Securities

Book an appointment

JoAnne Iverson
JoAnne Iverson

Wealth Associate

Innovation Wealth

Janelle Marchewka
Janelle Marchewka

Wealth Associate

Innovation Wealth

Dana Rissling
Dana Rissling

Wealth Advisor

Credential Securities

Book an appointment

Shirley Bongosia
Shirley Bongosia

FCUIC

Wealth Associate

Innovation Wealth

Meadow Lake

PO Box 1060, 125 Centre St, Meadow Lake, SK   S9X 1Y8

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Dana Rissling
Dana Rissling

Wealth Advisor

Credential Securities

Book an appointment

Kirsten Wright
Kirsten Wright

BAFS, QAFP™ , RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Battleford

PO Box 160, 131 22nd Street, Battleford, SK   S0M 0E0

Donnica Bernier
Donnica Bernier

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Hayden Friedrich
Hayden Friedrich

BIB, CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Andy Garvik
Andy Garvik

B. Comm, CIM, FCSI

Wealth Advisor

Credential Securities

Book an appointment

JoAnne Iverson
JoAnne Iverson

Wealth Associate

Innovation Wealth

Janelle Marchewka
Janelle Marchewka

Wealth Associate

Innovation Wealth

Dana Rissling
Dana Rissling

Wealth Advisor

Credential Securities

Book an appointment

Shirley Bongosia
Shirley Bongosia

FCUIC

Wealth Associate

Innovation Wealth

Buffalo Narrows

PO Box 310, 3 1491 Pederson Ave, Buffalo Narrows, SK   S0M 0J0

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Kirsten Wright
Kirsten Wright

BAFS, QAFP™ , RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Cabri

PO Box 410, 201 Centre St, Cabri, SK   S0N 0J0

Paula Munro
Paula Munro

B. Comm, CFP®, FMA, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Roy Schultz
Roy Schultz

Wealth Advisor

Credential Securities

Book an appointment

Michele White
Michele White

CFP®

Wealth Planner

Credential Securities

Book an appointment

Cut Knife

PO Box 308, 205 Broad Street, Cut Knife, SK   S0M 0N0

Donnica Bernier
Donnica Bernier

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Andy Garvik
Andy Garvik

B. Comm, CIM, FCSI

Wealth Advisor

Credential Securities

Book an appointment

Eastend

PO Box 369, 304 Redcoat Drive, Eastend, SK   S0N 0T0

Scott Cassidy
Scott Cassidy

B.A., CFP®, CIM, RIS

Wealth Advisor

Credential Securities

Book an appointment

Karen Rousseaux
Karen Rousseaux

CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Michele White
Michele White

CFP®

Wealth Planner

Credential Securities

Book an appointment

Frontier

PO Box 240, 104 1st Ave W, Frontier, SK   S0N 0W0

Scott Cassidy
Scott Cassidy

B.A., CFP®, CIM, RIS

Wealth Advisor

Credential Securities

Book an appointment

Karen Rousseaux
Karen Rousseaux

CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Michele White
Michele White

CFP®

Wealth Planner

Credential Securities

Book an appointment

Glaslyn

PO Box 186, 101 Main St, Glaslyn, SK   S0M 0Y0

Donnica Bernier
Donnica Bernier

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Dana Rissling
Dana Rissling

Wealth Advisor

Credential Securities

Book an appointment

Goodsoil

PO Box 88, 101 Main St S, Goodsoil, SK   S0M 1A0

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Dana Rissling
Dana Rissling

Wealth Advisor

Credential Securities

Book an appointment

Kirsten Wright
Kirsten Wright

BAFS, QAFP™ , RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Gravelbourg

PO Box 90, 403 Main Street N, Gravelbourg, SK   S0H 1X0

Scott Cassidy
Scott Cassidy

B.A., CFP®, CIM, RIS

Wealth Advisor

Credential Securities

Book an appointment

Paula Munro
Paula Munro

B. Comm, CFP®, FMA, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Michele White
Michele White

CFP®

Wealth Planner

Credential Securities

Book an appointment

Gull Lake

PO Box 178, 1371 Conrad Avenue, Gull Lake, SK   S0N 1A0

Karen Rousseaux
Karen Rousseaux

CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Roy Schultz
Roy Schultz

Wealth Advisor

Credential Securities

Book an appointment

Michele White
Michele White

CFP®

Wealth Planner

Credential Securities

Book an appointment

Hafford

PO Box 338, 16 Main St, Hafford, SK   S0J 1A0

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Hayden Friedrich
Hayden Friedrich

BIB, CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Andy Garvik
Andy Garvik

B. Comm, CIM, FCSI

Wealth Advisor

Credential Securities

Book an appointment

Hodgeville

PO Box 64, 100 Main St, Hodgeville, SK   S0H 2B0

Scott Cassidy
Scott Cassidy

B.A., CFP®, CIM, RIS

Wealth Advisor

Credential Securities

Book an appointment

Paula Munro
Paula Munro

B. Comm, CFP®, FMA, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Michele White
Michele White

CFP®

Wealth Planner

Credential Securities

Book an appointment

Lancer

PO Box 120, 112 Balaclava St, Lancer, SK   S0N 1G0

Paula Munro
Paula Munro

B. Comm, CFP®, FMA, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Roy Schultz
Roy Schultz

Wealth Advisor

Credential Securities

Book an appointment

Michele White
Michele White

CFP®

Wealth Planner

Credential Securities

Book an appointment

Leoville

PO Box 100, 38 Main St, Leoville, SK   S0J 1N0

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Dana Rissling
Dana Rissling

Wealth Advisor

Credential Securities

Book an appointment

Kirsten Wright
Kirsten Wright

BAFS, QAFP™ , RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Mankota

PO Box 67, 140 3rd St, Mankota, SK   S0H 2W0

Scott Cassidy
Scott Cassidy

B.A., CFP®, CIM, RIS

Wealth Advisor

Credential Securities

Book an appointment

Paula Munro
Paula Munro

B. Comm, CFP®, FMA, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Michele White
Michele White

CFP®

Wealth Planner

Credential Securities

Book an appointment

Medstead

PO Box 149, 105 1st Ave, Medstead, SK   S0M 1W0

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Hayden Friedrich
Hayden Friedrich

BIB, CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Dana Rissling
Dana Rissling

Wealth Advisor

Credential Securities

Book an appointment

Meota

PO Box 249, 300 2nd St, Meota, SK   S0M 1X0

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Hayden Friedrich
Hayden Friedrich

BIB, CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Andy Garvik
Andy Garvik

B. Comm, CIM, FCSI

Wealth Advisor

Credential Securities

Book an appointment

Pierceland

PO Box 10, 181 Main St, Pierceland, SK   S0M 2K0

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Dana Rissling
Dana Rissling

Wealth Advisor

Credential Securities

Book an appointment

Kirsten Wright
Kirsten Wright

BAFS, QAFP™ , RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Ponteix

PO Box 388, 237 Centre St, Ponteix, SK   S0N 1Z0

Scott Cassidy
Scott Cassidy

B.A., CFP®, CIM, RIS

Wealth Advisor

Credential Securities

Book an appointment

Paula Munro
Paula Munro

B. Comm, CFP®, FMA, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Michele White
Michele White

CFP®

Wealth Planner

Credential Securities

Book an appointment

Shell Lake

PO Box 38, 204 Main St, Shell Lake, SK   S0J 2G0

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Dana Rissling
Dana Rissling

Wealth Advisor

Credential Securities

Book an appointment

Kirsten Wright
Kirsten Wright

BAFS, QAFP™ , RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Wilkie

PO Box 84, 204 2nd Ave W, Wilkie, SK   S0K 4W0

Donnica Bernier
Donnica Bernier

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Andy Garvik
Andy Garvik

B. Comm, CIM, FCSI

Wealth Advisor

Credential Securities

Book an appointment

Investment Advisor

Our Wealth Advisors focus on protecting your wealth after you have worked hard to build it. They provide comprehensive investment services, retirement planning and protection strategies that will meet your needs and goals. They can offer a full suite of investment products through our partnership with Credential Securities which include stocks, bonds, ETFs, mutual funds and managed accounts.

Scott Cassidy
Scott Cassidy

B.A., CFP®, CIM, RIS

Wealth Advisor

Credential Securities

Book an appointment

Andy Garvik
Andy Garvik

B. Comm, CIM, FCSI

Wealth Advisor

Credential Securities

Book an appointment

Dana Rissling
Dana Rissling

Wealth Advisor

Credential Securities

Book an appointment

Roy Schultz
Roy Schultz

Wealth Advisor

Credential Securities

Book an appointment

Associate

Our Wealth Associates provide support to the Wealth team while servicing and enhancing your experience with us.

Karen Bender
Karen Bender

Wealth Associate

Innovation Wealth

Adriana Hoffman
Adriana Hoffman

B. Comm

Wealth Associate

Innovation Wealth

JoAnne Iverson
JoAnne Iverson

Wealth Associate

Innovation Wealth

Janelle Marchewka
Janelle Marchewka

Wealth Associate

Innovation Wealth

Shirley Bongosia
Shirley Bongosia

FCUIC

Wealth Associate

Innovation Wealth

Certified Financial Planner

Life happens and our Wealth Planners are here to help you navigate through those life changing events with peace of mind. Our Wealth Planners provide a holistic financial plan that includes strategies for retirement, risk management, estate planning and distribution as well as succession planning.

Laurel Fauth
Laurel Fauth

CFP®

Wealth Planner

Credential Securities

Book an appointment

Michele White
Michele White

CFP®

Wealth Planner

Credential Securities

Book an appointment

Investment Specialist

Our Wealth Specialists focus on wealth accumulation by providing advice and investment solutions that are tailored to your short, medium and long-term goals. We offer mutual funds from top companies through our partnership with Credential Asset Management Inc.

Donnica Bernier
Donnica Bernier

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Hayden Friedrich
Hayden Friedrich

BIB, CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Paula Munro
Paula Munro

B. Comm, CFP®, FMA, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Karen Rousseaux
Karen Rousseaux

CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Brenda Switzer
Brenda Switzer

CFP®, RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Kirsten Wright
Kirsten Wright

BAFS, QAFP™ , RIS

Wealth Specialist

Credential Asset Management Inc.

Book an appointment

Click the map pin in your area to find your nearest Innovation Wealth professional, or use the "filter team by" button at the top of the page to view a listing of all team members or staff by specialty.


ACUIC: Associate Credit Union Institute of Canada , B. Comm: Bachelor of Commerce , B.A.: Bachelor of Arts , BAFS: Bachelor of Applied Financial Services , BIB: Bachelor of International Business , CFP: Certified Financial Planner , CIM: Chartered Investment Manager , FCSI: Fellow of the Canadian Securities Institute , FCUIC: Fellow Credit Union Institute of Canada , FMA: Financial Management Advisor , FPSC: Financial Planners Standards Council , FPSC Level 1: Financial Planners Standards Council, Level One , PFP: Personal Financial Planner , QAFP™ : Qualified Associate Financial Planner , RIS: Responsible Investment Specialist


Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.