Mallard Wealth Team
At Mallard Wealth Advisors, we’re more than financial professionals — we’re your dedicated partners in achieving financial clarity, confidence, and long-term success. Founded by veteran advisor Brian Mallard, we’ve built a team of experienced planners, investment specialists and service associates who bring decades of expertise together under one roof.
Based in Saskatoon, our team serves families and businesses throughout Western Canada with personalized, goal-driven strategies. We believe every client deserves a plan that reflects their unique life and ambitions — and we’re committed to delivering thoughtful advice, responsive service and committed guidance along the way.
Together, we help you make meaningful progress toward your financial future — so you’re free to focus on what matters most.
Wealth Advisors
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Tanis Robertson
SENIOR 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
SENIOR 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
SENIOR 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
SENIOR 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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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
CFPBritney joined Mallard Wealth Advisors in 2015. She completed her LLPQ in 2018, earned her Qualified Associate Financial Planner (QAFP) designation in 2020, and achieved her Certified Financial Planner (CFP) designation in 2023. Now working as a Wealth Advisor, Britney brings a comprehensive skill set to help guide clients through all aspects of financial planning.
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Carter Cheveldayoff
WEALTH 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.
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Cameron Gorlick
ASSOCIATE WEALTH ADVISOR
CPACameron joined the team in 2024 as an Associate Wealth Advisor, bringing over a decade of experience in accounting and estate planning. A CPA and U of S Commerce alumnus, Cameron is skilled at crafting personalized solutions to help clients achieve their financial goals. He has written and passed the CFA Level 1 and CFA Level 2 exams and is scheduled to write the CFA Level 3 exam in 2025
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 Sargan
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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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.
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Tania Lalonde
CLIENT SERVICE ASSOCIATE
Tania joined Mallard Wealth Advisors in December 2023. She provides administrative and client support for Derek Kennedy, Tim Leier and Sarah Kolla-Empey.
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Madeline Unger
CLIENT SERVICE ASSOCIATE
Madeline provides administrative and client support for Derek Kennedy and Sarah Kolla-Empey.
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Jessica Purdy
OFFICE ADMINISTRATIVE SUPPORT
