Email: jeremiah@discoveryfinancial.ca

Jeremiah started with Discovery Financial Group in 2010 as the insurance and investment specialist. He brings to this role the expertise he gained as a Life Insurance and Investments Product Manager, responsible for the northern Alberta and northern B.C. region for a leading Canadian insurance company. He has been in the financial services industry for 16 years.

He specializes in creating estate and wealth solutions for high net worth individuals who are seeking tax reduction, wealth enhancement, retirement solutions and estate maximization. Investment portfolios are custom-built with diversification and risk mitigation in mind. As a Certified Financial Planner®, he utilizes a solutions-driven process to help ensure financial goals are achieved.

Jeremiah and his wife, Callie, have three very energetic boys, Wyatt, Sawyer, and Emmett. When he’s not out enjoying the outdoors, camping, hunting and fishing, he is busy as the Vice-President of the Estate Financial Planning Institute in Grande Prairie, a Big Brother Mentor, and his sons’ extracurriculars.

Email: liz@discoveryfinancial.ca

Liz joined the Discovery Financial team in 2001 with many years of experience in the general insurance industry. Her dedication to her role of helping ensure employees and business owners are taken care of is unmatched.

She specializes with Discovery Financial in all areas related to employee group benefit programs. Her duties include marketing existing and new group benefit plans with our many insurance providers to help ensure that we provide clients with the most suitable plan design for their employees at the most cost efficient rates. She is also responsible for assisting employers and employees with claims, changes, amendments, troubleshooting any problems with administration and medical or disability claims. Don’t be surprised when she seems to go far above and beyond what you expect. Her goal is to help ensure that employee group benefit plans are running in a smooth and efficient manner.

Phone: 780-513-8323

Email: heather@discoveryfinancial.ca

Heather joined our team in July 2014. Having spent many years in the insurance industry, she brings extensive experience and knowledge of products and administrative processing to our firm.

Heather works alongside the advisors providing support with the processing of new applications and investment accounts. She also assists with the planning and preparation for client meetings, scheduling, and the servicing of all inforce individual business. 

Heather’s attention to detail and client service experience adds extreme value to Discovery Financial.

 

 

Phone: 780-513-8323

Email: brittany@discoveryfinancial.ca

Brittany joined our team in May 2022. She brings with her extensive experience in customer service in the health industry.  Brittany handles the administrative processes and scheduling for our clients. She  is the smiling face that will greet you upon entering our office, and has become a vital part of our team.