Our business is about people, not money. We need to build a relationship before we can build your financial goals. We are fortunate to have a first-rate team that makes it easy to forge those relationships. We look forward to meeting you.
She’s all about giving back. Not only is Pat Weir one of Saskatchewan’s best known and trusted personal financial advisors, she also works hard at making the world a better place by donating her time generously both at home and abroad.
Pat is an established leader in Saskatchewan’s financial planning industry. She achieved both the CERTIFIED FINANCIAL PLANNER® designation as well as the prestigious Registered Financial Planner certification more than 20 years ago.
Prior to establishing her own practice she worked with national and regional financial and investment houses but chose to provide her own brand of individualized service where clients are real people with real dreams, not just account numbers. As principal of her own practice in Prince Albert she has assisted hundreds of clients to develop personal financial goals and make them happen.
She has become particularly skilled at helping women achieve their financial objectives. While her practice is not devoted exclusively to female clients, her thoughtful and accountable approach has made her the advisor of choice for many women in throughout the province.
Pat served on the board and ultimately served as chair of the Saskatchewan Pension Plan, a first-of-its-kind voluntary pension plan aimed at individuals who do not have the benefit of a workplace pension plan. She is also an advisor member on the board of Value Partners Group Inc.
An active community member, Pat has served as a director of the Saskatchewan Research Council. She also previously served on the boards of a local women’s shelter, the local gymnastics club and provincial alpine ski association.
Her passion for helping others has also taken her to the disputed border areas of Thailand and Burma. Each year she spends time on the ground in this developing region, devoting her time and resources to help people affected by decades of conflict and oppression.
Darcie is a go-getter. She is always looking for ways to go above and beyond for her colleagues and our clients.
Darcie has built her career and her education from the ground up, working her way up to a variety of investment certifications in 2008-2009. She’s not stopping there: She is a life-long learner who is eager to soak up information on the latest trends and intelligence in the industry.
Her career has taken the same sort of ground-up trajectory, starting as an administrative assistant in the late 1990s and moving up through a series of progressively more challenging administrative roles. Before joining Pat’s team eight years ago, she was the manager of the Prince Albert Youth Soccer Association.
Soccer has also been a passion for Darcie outside of work. Darcie was appointed to the Saskatchewan Soccer Association (SSA) in 2010 for a two year term. She played an intricate role on the Finance and Audit Committee. Under her watch, policies and procedures were re-defined and changes to the overall accounting processes were implemented. She assisted with this non-profit organization’s budget, strategic plan and general operations. She continues to be a liaison with the SSA board and is currently on its Membership and Resolution Committee.
Darcie is licensed in mutual funds, segregated funds and insurance. She is currently completing her CERTIFIED FINANCIAL PLANNER designation.
Shannon had been a client of Pat’s for 18 years before joining the team. Pat says she has always been impressed with Shannon’s diligent investing, her ability to take advice, and her understanding of the industry.
She has a Bachelor of Commerce degree in human resource management from the University of Saskatchewan, and spent almost two decades working as an instructor of business administration at the Saskatchewan Indian Institute of Technologies, teaching basic accounting, economics, organizational behaviour and statistics.
As a busy working mom, Shannon connects with many of Pat’s clients. Shannon has three daughters, all of whom take dance. As a “dance mom,” she dedicates much of her spare time to helping her daughters and their classmates with practices and recitals.
Shannon says she’s excited to be working with Pat, Darcie, Laurianne, and Jenn, noting that they’re great teachers and that the five of them are like a little family unit.
Laurianne is a financial advisor who is passionate about helping women gain greater control and responsibility over their financial life.
Most of Laurianne’s clients have spent years raising families and building careers. The stock market wasn’t a priority to them and as a result were often setting themselves up for a crisis. But when given the opportunity to learn and are comfortable expressing their financial concerns, women are totally capable of managing their money.
What’s interesting is that it doesn’t matter if they come to her because of retirement, loss of a loved one or a divorce, they typically come to her with the same concerns:
- What do I do now?
- Will I have enough money?
- Will I be able to support my family and personal interests?
- As a result of working with her, together you will:
- Create your Life Stage Plan, which will give you the confidence and clarity to begin your journey to becoming financially savvy.
- Build your Balanced Investment Strategy tailored to your unique life’s goals, balancing your desire for growth, safety and income.
- Enrol in her “Savvy Women’s Club”, a community of women and events that focus on the financial education and independence now so you are better prepared to handle life’s events with confidence and grace.
Laurianne has been in the financial services industry for over 25 years starting out in the Credit Union system as a summer student. Over the years, she gained experience as a Mutual Fund Administrator, Financial Planner’s Assistant, Life Insurance Specialist, Independent Living Specialist and most recently Co-Owner of Rudichuk Agencies Ltd. while obtaining her CLU & CHS Designations and Masters of Women Advisory Program.
She lives at Wakaw Lake with her husband and their two daughters that are currently attending University of Saskatchewan. Laurianne is very active in her community; Active Member, Past President & Secretary of Wakaw & District Board of Trade; Past Fundraising Chair for Wakaw Girls Club Volleyball; Past President & Program Chair with Advocis (NCSAS) and Past Secretary of Wakaw Minor Sports. She enjoys singing, skating, golfing and of course boating on their beautiful lake.
Jenn has worked with Laurianne for the last four years, joining the ladies at Pat’s office one year ago. She started her career in the insurance business and moved into the financial side two years ago. She has learned a lot since working with the ladies and is eager to learn more and help the company grow.
She is working towards getting her mutual funds licence and is very grateful for the help and encouragement the ladies provide and looking forward to being a valued member of the team.
Jenn lives in Wakaw with her husband and two daughters who are active volleyball players and dancers, which keeps them very busy. When she is not busy going to games and recitals she loves to take her dogs for walks, spend time with her family and support the great community of Wakaw.