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Meet the Team

Marni Harvey

Marni Harvey

B.Comm (Honours); CFP; CLU

Senior Investment Advisor

Marni began working in the financial services industry in 2002; after graduating from the University of Saskatchewan with a B.Comm (Hons) degree, majoring in Finance, and then obtaining her Certified Financial Planning (CFP®) designation. She is passionate about research and education, and works to incorporate both into each client experience through a thorough understanding of what our client’s goals and objectives are, as evidenced by recently obtaining her Chartered Life Underwriter (CLU®) designation. In her spare time, she enjoys spending time with her friends and family; the loves of her life: her husband and their two children: Haley and Grayson.

Krissy Morrison

Krissy Morrison

B.Comm; CFP

Senior Investment Advisor

Krissy graduated in 2006 from the University of Saskatchewan with a Bachelor of Commerce degree, majoring in Finance. She began working in the financial Industry immediately after and has continued to broaden her education by obtaining her Certified Financial Planning (CFP®) designation. Her broad wealth of experience across the industry contributes to her expertise in clients’ wealth considerations. Outside of work, Krissy is involved in her children’s school and sporting activities. She loves to travel with her family, focus on fitness and relaxing at the lake.

Lena Buckham

Lena Buckham

Senior Associate

Lena began her career in finance in 2013. She has completed the Canadian Securities Course and the Conduct and Practices Handbook to become licensed as an Investment Representative, which allows her to provide quotes, enter orders, and field numerous other inquiries with respect to investment accounts. Lena is very service oriented, passionate about helping other people, and committed to building long term relationships based on trust. When Lena is not working she is spending time with her dog, Wilbur. She is dedicated to giving back and being an active member of the community; recently she has volunteered with the Jim Pattison Children’s Hospital Foundation, the Ronald McDonald House, United Way, and the Multiple Sclerosis Society of Canada.