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CFP
Senior Investment Advisor
As a Senior Investment Advisor at Wellington-Altus Private Wealth, Jeff prides himself in offering his clients valuable financial advice. Jeff was born and raised in Shellbrook, SK, where he eventually took over the operation and management of the family farm.
Passionate about business, Jeff decided to make a career shift into financial services in 2004. Today, Jeff helps his clients build holistic, client centric financial plans. He specializes in wealth management focusing on the areas of retirement, estate, tax minimization, and insurance planning.
Prior to joining Wellington-Altus, Jeff built an industry leading office at his previous firm. This drive and entrepreneurial vision has continued at Wellington-Altus. As one of the founders of GreyWolf, his vision is to continue to expand and add quality, industry-leading professionals to the GreyWolf team across the prairies.
CFP, RRC
Senior Investment Advisor
Kari Derkachenko is a Senior Investment Advisor at Wellington-Altus Private Wealth. Kari is highly dedicated to her clients and passionate about helping them reach their financial goals, taking a holistic approach to doing so. By building long term client relationships, Kari can individually create and implement comprehensive financial plans that focus on creating retirement lifestyle, tax efficiency, and estate preservation. Kari obtained her Certified Financial Planner designation in November 2005, as well as her Registered Retirement Consultant designation in January 2010. Kari has two children and has been very involved with their numerous sporting events over the years.
PFP
Senior Investment Advisor
Brenda is highly dedicated to her clients. She is passionate about helping them reach their financial goals and has built many long-term client relationships. With over 20 years’ experience in the financial planning industry, she ensures that each customized plan is supported by a solid portfolio structure that help clients meet their financial objectives. She obtained her Business Administration degree (U of S) in 1994 and her Financial Planning Designation in 2000.
She has a wealth of knowledge and expertise with respect to financial planning, wealth management, and estate planning for individuals, families, professionals, and small business owners. Every individuals’ journey may be simple or complex and she believes everyone should have some form of financial plan to follow which will guide them along their journey.
Born and raised in Saskatchewan, Brenda grew up on a farm and was involved in the family business. She eventually co-founded her mother’s company, Natural Plantation, which is currently being managed by her husband Dave after her mother’s passing. In her spare time, she is passionate about health and wellness and will often attend Health Expos with her husband and spend time outdoors.
B. Comm.
Associate Investment Advisor
Raynelle has been in the financial industry since 2009. She joined forces with Jeff in 2011 when he expanded his practice to Saskatoon. When the opportunity to join Wellington-Altus arose, they knew they could continue building something special with the independent firm. Embracing the change, Raynelle joined Wellington-Altus as an Associate Investment Advisor in its first year.
Raynelle wears many hats within the team. The majority of her time is spent monitoring and managing internal processes to ensure our clients and Advisors have a notable experience when joining our team. Client service levels are top priority and she feels successful when our team receives referrals from existing clients. Additionally, she is crucial to the onboarding process and equips new Advisors and Associates with the tools they need to reach their career goals. Raynelle is excited to continue to see the team and the firm grow!
PFP
Associate Investment Advisor
Derek got his start in finance working in the banking industry. His experience spans six years, across two financial institutions and he brings with him a wealth of knowledge. Over the years, his interests began focusing more on investments. The positive effect investing can have on achieving a client’s financial goals and the strategies behind planning for a healthy retirement have inspired him to make the transition to the GreyWolf team. He looks forward to working closely with the clients and for the opportunity to expand his investment knowledge beyond the limitations of banking.
Derek was born and raised in Wakaw, SK and now calls Saskatoon his home. He spends his spare time getting a quick round in at one of Saskatchewan’s numerous disc golf courses or visiting local establishments with his friends.
