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Our Team

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Stacey W. Brailean, FCSI, CFP®, CIM

Portfolio Manager

Over 30 years of Wealth Management experience
Works with clients to build and preserve wealth
Values developing meaningful long term client relationships

Brent Paterson, CFP®, BA

Financial Advisor

Believes in providing exceptional service for every client
Dedicated to helping clients align all their financial matters
Committed to working together with clients to build a path to financial success

Derek Boe, BComm, CFP®, FMA, FCSI

Wealth Advisor

Believes mutual respect and trust are the keys to building long-term relationships
Has the knowledge and experience to make rational decisions and avoid key mistakes
Loves coming to the office every day and is truly passionate about his work

Marielee Reddekop, CPA

Wealth Advisor

Over 27 years of experience as a CPA and wealth advisor
Integrity and a deep desire to help her clients reach their goals are the driving forces behind her recommendations
Enjoys developing long-term relationships with multi-generational clients

Charlie McCrystal, BBA

Wealth Advisor

Over 15 years of experience as a wealth advisor
Unique ability to simplify complex issues
Focused on aligning investment portfolios with client specific goals

Jackson Brailean, CFP®, CIM®

Portfolio Manager

Financial planning-centric approach
Evidence-based investment philosophy and portfolio management
Focused on developing long-term client relationships

Barb Hutchison

Associate Wealth Advisor

Extensive procedure and service knowledge
Embraces and values client relationships
Strong compliance background

Jill Sembaluk, CFP®

Wealth Advisor

Values working with the next generation to build the same financial confidence and success their parents worked hard to achieve
Working on her Portfolio Manager designation
Driven by a passion to help people and a desire to see them succeed

Tim Eldred, CPA

Associate Wealth Advisor

Background in public accounting and tax audit provides a wealth of experience that can be applied to all clients
Enjoys the collaborative nature of personal and corporate tax incorporated into wealth planning
Believes that a well-developed wealth plan provides peace-of-mind allowing you to focus on the things that truly matter

Thomas Brailean

Associate Investment Advisor

University of Regina Graduate
Associate supporting Stacey & Jackson’s team
Pursuing CIM® & CFP® designations

Kathy Potts

Administrative Assistant

Brings over 30 years of experience in exceptional client service
Passionate about creating efficient processes and ensuring every detail is handled accurately and on time
Enjoys supporting our advisors behind the scenes so they can focus on helping clients achieve their financial goals