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https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/0a469563-bdef-46a6-85a9-641e1a3d760a/2021+Mallard+%2B+Associates+%28NROMANOFF%29-7.jpg Contact https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/24a6b6d0-a67c-4de4-804f-d0baaa006fce/2021+Mallard+%2B+Associates+%28NROMANOFF%29-59.jpg Contact https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/0d4067f7-575d-40cf-b7c1-0494c3aeb760/2021+Mallard+%2B+Associates+%28NROMANOFF%29-30.jpg Contact https://mallardwealth.ca/testimonials daily 0.75 2022-07-20 https://mallardwealth.ca/about-us daily 0.75 2025-10-30 https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/84f75ec4-cb49-439d-af87-8068f35e3a48/unsplash-image-wRrQxcGMtDE.jpg About Us - Achieve Your Best Life Founded in 2000, Mallard Wealth brings decades of expertise to your wealth management needs. As an independent, comprehensive, and integrated financial advising firm based in Saskatoon, we proudly serve all of Western Canada. Our commitment is to ensure your financial well-being, providing you with peace of mind. Our team at Mallard Wealth comprises a diverse group of professionals from various backgrounds, forming a highly skilled and cohesive unit of Wealth Advisors. Using an integrated approach to wealth management, we combine our expertise to craft personalized and holistic financial plans tailored to your unique situation. Simply put, we are dedicated to helping you achieve and sustain financial independence. We are passionate about seeing our clients realize their dreams. Contact us today to schedule an appointment and take the first step toward your financial goals. https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/4e64c3c9-9122-4f95-89fb-bbfd25d7f9a1/2021+Mallard+%2B+Associates+%28NROMANOFF%29-48.jpg About Us We Are Organized We bring order to your financial life. Knowledgeable Our years of experience and knowledge bring insight to guide your decisions. Objective We are your financial coach. We listen and help guide you along the way. Proactive Life happens. We help prepare you for all of life’s potential experiences. Accountable We make sure financial commitments are kept, and we are fully transparent. https://mallardwealth.ca/derek-kennedy daily 0.75 2022-07-28 https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/dfabc809-f75e-4a0d-a469-addbe378d2ab/2021+Mallard+%2B+Associates+%28NROMANOFF%29-1.jpg Derek Kennedy https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1648486955617-1LAQJ5T2HH3BKW0J4WVE/2021+Mallard+%2B+Associates+Headshots+%28NROMANOFF%29+-+20.jpg Derek Kennedy https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1648485636712-RQRBSGABW1D59L0Z1FV3/2021+Mallard+%2B+Associates+Headshots+%28NROMANOFF%2932.jpg Derek Kennedy https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1639755028624-K7KD75TQ16VY1F3P4CHE/2021+Mallard+%2B+Associates+Headshot+%28NROMANOFF%29-1.jpg Derek Kennedy https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1653633114026-2E4W5HW1HNLH9X9M0WOF/2022-05-17+Mallard+Wealth+Headshot+%28NROMANOFF%29+1.jpg Derek Kennedy https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1653633281276-3GV6F0ZBOSSABDJ1SP7M/2021+Mallard+%2B+Associates+Headshots+%28NROMANOFF%29+-+28.jpg Derek Kennedy https://mallardwealth.ca/tanis-robertson daily 0.75 2025-10-30 https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/8e7709fa-f2ee-43da-94a0-979e4684fd5f/Tanis+-+About+Me.jpg Tanis Robertson - Tanis Robertson Senior Wealth Advisor; B.Comm., CFP, CLU, CIM® Tanis Robertson has been in the business of financial planning and investment advice in Saskatoon since 1996. Originally from Vermilion, Alberta, Tanis went to The University of Calgary where she completed a Bachelor of Commerce degree in Finance. Corporate jobs at Husky Oil Marketing Company and the CIBC early in her career made it clear to Tanis that she wanted to use her skills in a boutique, locally involved business that gave her the ability to work independently, form relationships, work directly with clients, and make a difference. Financial planning was the perfect fit. Tanis worked as a financial planning associate with Brian Mallard for over ten years before purchasing a book of business from a retiring colleague in 2008. Tanis has the Certified Financial Planner, Chartered Life Underwriter, and Chartered Investment Manager designations. Tanis enjoys working with families, retirees, widows, and same sex couples, and describes her financial planning practice with the phrase, “I specialize in family financial planning for when you have outgrown your bank.” https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/fe0389eb-6c81-48cc-b4b6-d519dcb72211/2021+Mallard+%2B+Associates+Headshots+%28NROMANOFF%29+-+30.jpg Tanis Robertson - Shirley Metanchuk CLIENT SERVICE ASSOCIATE Shirley has been with the Mallard group for 3 years. As a service associate for Tanis Robertson, Shirley assists in the day-to-day administrative support for our clients and ensures they’re satisfied with our services. shirley.metanchuk@assante.com 306-986-1353 https://mallardwealth.ca/sarah-kolla-empey daily 0.75 2022-07-26 https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/5e67f690-9d12-47cf-ac64-55bf26042e4e/2022-05-17+Mallard+Wealth+Casual+%28NROMANOFF%29+63.jpg Sarah Kolla-Empey - Sarah Kolla-Empey Wealth Advisor; CPA, CA, TEP, CFP Sarah is wealth advisor with an accounting background. She takes a holistic approach to solving her clients’ financial puzzles. Sarah utilizes her accounting and tax background when working with clients to create a tailored plan to ensure they achieve financial security through making informed decisions regarding their investments, insurance, estate plans and other decisions life brings. She primarily works with business owners and professionals who are looking to work with a tax and wealth planning expert to ensure their business and family can thrive now and in the future. Sarah attended the University of Saskatchewan where she completed a Bachelor of Commerce in Accounting. She has over a decade of experience working in public accounting helping clients navigate the complex world of tax while working with individuals and private, public and non-profit organizations. Sarah joined the wealth management industry in 2018 and recently passed the Certified Financial Planner qualification exam to obtain her CFP designation. When not working, Sarah and her husband are busy chasing their two kids to their many activities and enjoys traveling and spending time at the family cottage. She loves relaxing with wine and great food. https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1651590625145-4UEXIE5UILXT64OR66YX/2021+Mallard+%2B+Associates+Headshots+%28NROMANOFF%29+-+27.jpg Sarah Kolla-Empey https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1651590908506-YBQBOF1KWEAHNCNP9SEU/2021+Mallard+%2B+Associates+Headshot+%28NROMANOFF%29-14.jpg Sarah Kolla-Empey https://mallardwealth.ca/tim-leier daily 0.75 2024-04-01 https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/af8e9079-6c1f-4c78-b213-69aceadd3674/2021+Mallard+%2B+Associates+%28NROMANOFF%29-135.jpg Tim Leier https://mallardwealth.ca/michael-wong daily 0.75 2022-07-18 https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/cb1108c2-fa7a-4794-98e3-6dfd43964c8c/2021+Mallard+%2B+Associates+Headshot+%28NROMANOFF%29-2.jpg Michael YC Wong - Michael YC Wong Wealth Advisor; CLU, CH.F.C Michael was born overseas in Hong Kong and later moved to Canada with his family. He has been serving the public in the financial business for more than 30 years. In June of 2004, Michael joined Brain Mallard & Associates in order to harness the energy needed to face the constant challenges of the industry. Michael knows that working with good people in a positive and proper environment is what it takes to do a superb job. In the end, it translates to a win-win situation for everyone - and that’s what Michael would like to see happen. With a strong commitment to the financial business industry, Michael is a Chartered Financial Consultant and a Chartered Life Underwriter. He is well-trained and equipped to manage financial matters ranging from debt management, budgeting, investments, and savings to financial planning, retirement planning, and estate issues. He invites you to take the time to consult with him on any of your financial matters. Michael is married and has two lovely children that keep his household pretty busy. He has also been active in the community with Care and Share, Folkfest, Mosaic, Heritage Chinese Language School and other fundraising and charity events. Currently, Michael’s other passion is martial arts. He believes a healthy lifestyle helps balance a person’s life. He is still actively teaching and practicing as he has done for many years. https://mallardwealth.ca/don-bristow daily 0.75 2025-10-30 https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/52ca7710-19e1-4f4e-8e0e-bd54798467b0/2021+Mallard+%2B+Associates+%28NROMANOFF%29-48.jpg Don Bristow - Don Bristow Senior Wealth Advisor; B.Comm, CLU Don is a U of S Commerce alumnus who has been in the insurance and investment industry for 25 years. Throughout this time, he has been helping both individuals and businesses with their insurance and investment needs. His company Bristow Financial Services provides more specific information regarding the work he does. He is also the President and majority stakeholder of BMA Benefits. In addition, he holds the Chartered Life Underwriter designation (CLU) and frequently advises the top executives of insurance and investment companies through various councils. He is a member of Conference for Advanced Life Underwriting (CALU), which are national professional association of elite advisors that regularly advises governments across Canada on critical tax and finance policy. Aside from his credentials, Don prides himself on his Saskatchewan roots and is continually giving back to his community. Whether it’s serving as chair of the board at his home church, volunteering with the Huskie Football Alumni, or donating to the Friends of the Bowl Foundation, he is always looking to support the charities and initiatives involved in the community that shaped him. https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/71a54cba-9043-4f47-bc95-6de0f9f48936/Screenshot+2025-10-30+at+4.34.56%E2%80%AFPM.png https://mallardwealth.ca/britney-hayes daily 0.75 2022-07-28 https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1653633114026-2E4W5HW1HNLH9X9M0WOF/2022-05-17+Mallard+Wealth+Headshot+%28NROMANOFF%29+1.jpg Britney Hayes https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1639755028624-K7KD75TQ16VY1F3P4CHE/2021+Mallard+%2B+Associates+Headshot+%28NROMANOFF%29-1.jpg Britney Hayes https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1648485636712-RQRBSGABW1D59L0Z1FV3/2021+Mallard+%2B+Associates+Headshots+%28NROMANOFF%2932.jpg Britney Hayes https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1648486955617-1LAQJ5T2HH3BKW0J4WVE/2021+Mallard+%2B+Associates+Headshots+%28NROMANOFF%29+-+20.jpg Britney Hayes https://mallardwealth.ca/mitch-haver daily 0.75 2022-07-28 https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1639755028624-K7KD75TQ16VY1F3P4CHE/2021+Mallard+%2B+Associates+Headshot+%28NROMANOFF%29-1.jpg Mitchell Haver https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1648485636712-RQRBSGABW1D59L0Z1FV3/2021+Mallard+%2B+Associates+Headshots+%28NROMANOFF%2932.jpg Mitchell Haver https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1648486955617-1LAQJ5T2HH3BKW0J4WVE/2021+Mallard+%2B+Associates+Headshots+%28NROMANOFF%29+-+20.jpg Mitchell Haver https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/1653633114026-2E4W5HW1HNLH9X9M0WOF/2022-05-17+Mallard+Wealth+Headshot+%28NROMANOFF%29+1.jpg Mitchell Haver https://mallardwealth.ca/404-system-error daily 0.75 2022-07-18 https://mallardwealth.ca/investment-planning daily 0.75 2022-07-18 https://images.squarespace-cdn.com/content/v1/615ce8ccf6661432391afaf0/24dd0a36-27f1-4382-8ef5-c9975a4831f9/2021+Mallard+%2B+Associates+%28NROMANOFF%29-32.jpg Investment Planning - Investment Planning Investing can be an overwhelming and confusing experience. We’re here to cut the complication and streamline your investment planning from the start. We take care to explain every step of the process so you understand what you’re investing in and why. Every question you have is valid and we’re here to answer them. Creating a smart plan for your portfolio is the first step to investing successfully. We work with you to understand your objectives and risk tolerance, then use the right investment vehicles to obtain those objectives. We always create agreed upon guidelines that build the framework for your investment decisions. After implementing your custom portfolio, the management process begins. We regularly monitor your investments, not only in performance but in relation to the rest of your financial plan. Have new goals and dreams? No problem. We’ll adjust everything to best meet those goals. There’s lots to consider, but we’re here to make things easy. Creating a smart plan for your portfolio is the first step to investing successfully. We work with you to understand your objectives and risk tolerance, then use the right investment vehicles to obtain those objectives. We always create agreed upon guidelines that build the framework for your investment decisions. To speak with one of our advisors about starting your investment planning journey, click on the button below.