Mitchell Haver
Wealth Advisor; B.Comm, CFP
Mitchell joined Mallard Wealth in 2012 after graduating from Edwards School of Business at the University of Saskatchewan. While finishing his degree, he successfully completed his Honours research paper focusing on ethical practices of the modern day business. Over the years, Mitchell has helped over 1,300 client families develop their own unique financial plan based on their specific goals and needs. Mitchell helps clients navigate a multitude of financial worries to create a clear picture for his clients. From retirement and insurance planning to purchasing a first home or planning for a child’s education – all aspects will be discussed and built together.
Outside of work, Mitch enjoys spending time with his wife, Kristan and daughter, Ellie. Throughout the year, all three enjoy travelling, visiting with family and friends or cheering on their favourite teams.
Mitchell’s Team
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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, interacts directly with clients and is committed to providing exceptional customer service. She also assists in organizing Mallard Wealth hosted events.
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Carter Cheveldayoff
ASSOCIATE ADVISOR
Carter has worked as part of the Mallard team since June of 2020 after graduating from the University of Saskatchewan in Commerce. He meets with clients to assess their current situation and develop a structured financial plan. Carter works with Brian Mallard, Derek Kennedy, Mitch Haver, Britney Hayes and Maria Burgess. He is currently working towards his Certified Financial Planner (CFP) designation.
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Britney Hayes
WEALTH ADVISOR
LLPQ, QAFPBritney joined Mallard Wealth Advisors as an Executive Assistant in 2015. She completed my LLQP in 2018 and followed that with the Qualified Associate Planner at the end of 2020. She has now begun her new role as an Associate Advisor.