Brian Mallard
Wealth Advisor; CLU, CH.F.C. , President
Brian commenced his business career in 1970 with National Drug and Chemical as a Cost Accountant. In November 1973, he became associated with The Canada Life Assurance Company as an individual insurance representative and completed the Career Agent's Training Course in September 1974. He obtained the Chartered Life Underwriters (CLU) designation in May of 1979. Brian attained the Chartered Financial Consultant (Ch.F.C.) designation in 1989, the first year the designation was offered in Canada. In 1995, he attained the Registered Financial Planner (RFP) designation, and in 1997, the Certified Financial Planners designation (CFP).
In 1980, Brian founded Dataplan Consulting Associates Ltd. The firm changed its name in 1987 to Dataplan Financial Services Ltd. in response to their increasing scope in financial services. In September of 1996, he finalized the sale of the Dataplan Group of Companies to Assante Capital Management. He held the position of Chief Executive Officer and President until June of 1998 when the Dataplan Group of Companies merged with Equion Financial of Toronto, a subsidiary of Assante Capital Management. Following the merger, he formed Brian Mallard & Associates, a financial planning services company. Initially the firm provided that service to approximately 250 client families representing $40 million of assets under management. The firm has grown to 14 financial planners, 16 staff, over 4000 client families, and $600 million of assets under management.
Brian has achieved many awards in the industry, as well as being actively involved in the community and volunteerism.
Brian was recently awarded a medal at The Queen’s Platinum Jubilee Medal Ceremony in Saskatoon for his valuable contributions to the province of Saskatchewan.
Brian’s Team
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Derek Kennedy
WEALTH ADVISOR
Derek is a Certified Financial Planner or CFP professional. He enjoys showing his clients a better path to achieving financial security and helping them traverse the inevitable bumps along the way. At Mallard Wealth Advisors, we help clients make informed decisions about their future by making sense of their current financial situation.
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Maria Burgess
CLIENT SERVICE ASSOCIATE
Maria works side by side with Brian Mallard and Derek Kennedy to help clients meet their financial goals. Providing administrative and operational support to the team, she facilitates and resolves client service requests.
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Carter Cheveldayoff
ASSOCIATE ADVISOR
Carter works alongside Brian Mallard, Derek Kennedy, Mitch Haver & Britney Hayes. His key responsibilities are to meet with clients to assess their current situation and develop a structured financial plan to help them reach their financial goals.
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Mitch Haver
WEALTH ADVISOR
B.Comm, CFPMitchell joined Mallard Wealth in 2012 after graduating from Edwards School of Business at the University of Saskatchewan. He supports clients in navigating a multitude of financial worries to develop a structured financial plan.
