Meet the Team

Together, we bring years of extensive industry experience. It is our passion to help families define their futures and reach their goals. Without question we have seen it all – our experience and knowledge is our greatest resource. We are our best when we help our clients navigate through all of their financial affairs.

Brad Gross

Brad Gross

B.Comm, CIM®

Vice‐President, Senior Investment Advisor & Senior Portfolio Manager

I have been collaborating with families and defining their wealth strategies for over 20 years. As a Chartered Investment Manager (CIM®), I implement unique time tested and disciplined portfolios.

My wife Cindy and I enjoy time at the Saskatchewan Landing with our children Elliott and Olivia. You might also catch me on stage with my band RibRash.

Jennifer Juuti

Jennifer Juuti

Senior Associate Investment Advisor

I am the financial planner of our team. I bring over 20 years of industry experience. I am able to walk you through all facets of the planning process; retirement cash flow, estate planning, insurance and portfolio strategy.

I grew up in Swift Current and I’m so happy to raise my kids – Margo & Jake – with my husband Tyler here in our little city.

Michelle Jerred

Michelle Jerred

Senior Associate Investment Advisor

I am the operations manager of our group. I ensure all facets of behind the scenes run smoothly for our clients. I specialize in “special situations” ensuring that we get things done for our clients.

I live and work in Regina and enjoy spending time with my family and friends.

Cindy de Jong

Cindy de Jong

Associate

As the team associate, I assist you in your day to day activities – online access, ordering funds, opening or updating an account. I’m often the friendly voice on the phone ready to help.

My husband Chris and I moved to Swift Current in 1992 and enjoy our Grandchildren and being active in our church.