Mallard Wealth Team
Previously known as Brian Mallard & Associates, Mallard Wealth Advisors was founded in 2000 by veteran financial advisor Brian Mallard. He’s built an expert team of professionals specializing in integrated financial planning that work to maximize the power of your money.
Wealth Advisors
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Brian Mallard
WEALTH ADVISOR
CLU, CH.F.C. , RFP, CFP, PresidentBrian founded Mallard Wealth Advisors (previously known as Brian Mallard and Associates) in 1998. He is a Certified Financial Planner and has worked in the industry for 50 years. Brian has obtained a variety of designations along with many awards within the industry.
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Tanis Robertson
WEALTH ADVISOR
B.Comm., CFP, CLU, CIM®Tanis has been in the business of financial planning and wealth management in Saskatoon since 1996. Tanis has the Certified Financial Planner, Chartered Life Underwriter, and Chartered Investment Manager designations.
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Don Bristow
WEALTH ADVISOR
B.Comm, CLUDon is a U of S Commerce alumnus who has been in the insurance and investment industry for 25 years. He holds the Chartered Life Underwriter designation (CLU) and frequently advises the top executives of insurance and investment companies through various councils.
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Sarah Kolla-Empey
WEALTH ADVISOR
CPA, CA, TEP, CFPSarah is Certified Financial Planner with an accounting background. She takes a holistic approach to solving her clients’ financial puzzles. After over a decade of experience in public accounting, Sarah made the change to wealth management in 2018.
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Derek Kennedy
WEALTH ADVISOR
BA, CFPDerek is a Certified Financial Planner who enjoys showing his clients a better path to achieving financial security and helps them traverse the inevitable bumps along the way.
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Tim Leier
WEALTH ADVISOR
CLUTim is a Certified Financial Planner who brings over 25 years of industry experience to his clients experience. Him and his team have specialized in offering advice driven solutions in the areas of retirement and pension-style investment planning.
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Rick Kolla
WEALTH ADVISOR
CFP, R.F.PRick is a Certified Financial Planner who brings over 30 years of industry experience to his clients experience. He always invested the time to get to know his clients and values building long term relationships. Precision planning has always been key to his clients’ success in achieving their family goals.
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Micheal YC Wong
WEALTH ADVISOR
CLU, CH.F.CWith 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.
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Mitchell 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.
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Britney Hayes
WEALTH ADVISOR
LLPQ, QAFPBrittany joined Mallard Wealth Advisors as an Executive Assistant in 2015. After completing a LLPQ in 2018, followed by a Qualified Associate Financial Planner designation at the end of 2020, she now works as an Associate Planner.
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Carter Cheveldayoff
ASSOCIATE ADVISOR
B.CommCarter has worked as part of the Mallard Wealth 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. He is currently working towards completing his Certified Financial Planner (CFP) designation.
Service Associates
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Donna Hurren
OFFICE MANAGER
Donna's career in Financial Services began at a bank-owned brokerage firm in 1986. In 2004 Donna joined Mallard Wealth as Branch Manager. She manages operations and regulatory compliance within the branch, while continuing her industry education through a variety of courses.
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Almira Erenea
CLIENT SERVICE ASSOCIATE
Almira joined the Mallard Wealth Advisors team in 2018. She assists Rick and Sarah Kolla-Empey with client support and administration.
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Char Plett
CLIENT SERVICE ASSOCIATE
Char joined Don Bristow and his team at Bristow Financial in 2013. She is often the first point of contact for Don’s team, providing administrative and operational support. Char is licensed for life insurance through the Insurance Council of Saskatchewan.
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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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Michelle Bailee
OFFICE ADMINISTRATOR
Michelle is the first smiling face you see upon walking into the Mallard Wealth Office. She supports the entire office with answering client calls and assisting with office organization.
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Shirley Metanchuk
CLIENT SERVICE ASSOCIATE
Shirley has been with the Mallard group since 2019. As a service associate for Tanis Robertson, Shirley assists in the day-to-day administrative support for clients and ensures they’re satisfied with our services.
