Kevin MacLeod, CFP | Financial Planner
Good advice was a rare commodity 20 years ago when Kevin found his personal and professional lives evolving. He and his wife were about to start a family and – having recently sold his retail business – he was seeking a new career. After a yearlong search, Kevin sought financial advice as a means of securing his future. Instead he found a passion for financial services and his future was realized. Kevin earned his CFP designation and set out to educate people on money matters, one client at a time. As a focused and passionate leader, Kevin’s greatest reward comes from helping clients make informed financial decisions. “There are two things we have no control over: the markets and life. We help our clients make great decisions that are designed – among other things – to weather the unexpected.” – Kevin MacLeod
Cory Petersen, BA | Financial Advisor
Cory is a financial advisor with a longstanding passion for investments: he began investing his own money at 12 years of age. Cory fortified this passion with a range of valuable experiences, from a well-respected Alberta bank to a Canadian insurance company. Combined with his degree in Business Administration and Economics from Brandon University, Cory can be counted on to deliver the same high quality planning and investment strategy he applies to his own portfolio. When he is not watching the financial news station, you will find him outside cycling, hiking or playing with his two kids. Cory and his family have been in Alberta 18 years. He is currently the President of Ups and Downs – Calgary Down Syndrome Society.
Ken Serr, BComm, CFP | Financial Planner
Ken has been employed in Accounting, Management and Finance positions since 1980, and has been an active member of his community for many years. He was awarded the Alberta Centennial Medal in 2005 for recognition of his outstanding service to the people and province of Alberta. Ken is a former instructor in the Business Faculty of the Medicine Hat College, former Chairman of Medicine Hat School District #76, and former Co-Chair of the Child and Family Services Authority of South Eastern Alberta. He is currently an active volunteer for the Medicine Hat chapter of the Children’s Wish Foundation of Canada. Ken completed a Bachelor of Commerce degree at the University of Calgary and in 1999 earned the Certified Financial Planner designation. “Educating clients to help them make sound financial decisions for their future is the most important thing I do.” – Ken Serr
Kara Patton, Bcomm | Business Manager
Collaborative, gregarious and committed: this is a snap shot of Kara. Interacting with people is something she genuinely enjoys, in fact, she’s passionate about it. Kara has been surrounded by the financial industry from a young age and has garnered experience throughout the field — little wonder she’s a perfect fit when it comes to helping clients. She graduated from the University of Saskatchewan in Finance with Honours, and has worked in both the distribution and sales side of the business. When she’s not in the office, you will likely find Kara pursuing her other three passions: coaching soccer, fitness and her family. “Your interactions should leave people better than how you found them… I’m on a life-long journey of helping others and self-improvement.” – Kara Patton
Deb Sauer, ACS, AIAA | Insurance Administrative Assistant
Deb started her career in Insurance in client service and moved into Operations Management for some years. She has gained the service, product and operational knowledge to better support our clients through her 20 plus years of industry experience. Before being introduced to the Insurance Industry she was standing on top of a sluice box, doing what most of us just watch on a reality show – she was mining for gold in the Yukon! She also homeschooled her kids and took care of a bustling household. Throughout her journey both personally and in business she learned the value of being patient, the art of multi-tasking, and is passionate about doing what is best for the client. Deb easily adapts to situations by listening intently, not to mention she always has a great story to share. “Customer service is not a department it is an attitude….Always give people more than what they expect.” – Deb Sauer
RABIHA BHATTI | Receptionist / Administration
With a history in corporate administration and customer service, Rabiha thrives on excelling in both her everyday tasks and daily interactions. Rabiha has completed her Business Administration Certificate through SAIT and hopes to further pursue her education in the field of finance. She has a passion for fine arts and enjoys spending her free time sketching and spending time with her family. “Paying it forward is a concept I strongly stand by; bettering someone else’s day will only cause a ripple of positivity”- Rabiha Bhatti
Jeff Switly | International Retirement Specialist
Jeff and his wife Laurie retired early in 2014 and relocated to Los Cabos, Mexico full time. Jeff and Laurie have fully embraced the Mexican Lifestyle and enjoy living there year-round. Having gone through the process of relocating and living in another country, Jeff has first hand knowledge of the pitfalls and benefits of living a normal life in Los Cabos. From getting your possessions across the border to finding a place to live Jeff is a great resource for anyone looking to relocate to Mexico. Jeff is available to meet via phone or skype or feel free to meet him in person in Los Cabos on your next holiday! Please feel free to contact Jeff at 360-977-7738
Denise MacLeod | AUPE Group Account Manager
Denise has over 25 years of office experience. Denise brings a top level of customer service to our AUPE group life insurance account members. Outside of work Denise enjoys being a Mom to her two daughters Kellie and Nikole and her dog Moxie!
Jeff Switly and Deb Sauer are not registered in any capacity with Worldsource Financial Management Inc. (WFM). WFM is responsible for mutual fund-related business activities conducted by its Registrants, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.