Veroba Dutcheshen Advisory Group

Transcription

1 Managing the Worlds most important investments: Yours! Veroba Dutcheshen Advisory Group 08-Veroba-Dutcheshen_Marketing Booklet_v11.indd :22 AM

2 The Veroba-Dutcheshen Advisory Group Our team mission is to guide and advise you about every aspect of your financial wealth. We can help you grow your wealth, preserve it, use it to provide steady income, and pass it along to future generations. As a partner for all of your financial needs, our team has the expertise and the resources to help you build and manage the wealth you need to reach your goals. Core Beliefs We believe financial markets are complex. Our team is here to simplify this complexity so you can feel confident about your financial future. We believe everyone deserves a retirement that meets their expectations. To realize the retirement of your dreams you need to take the time to plan properly. Simply leaving it up to fate does not ensure a fulfilling and worry free retirement. We believe success is not accidental. Our team has the expertise to help you follow through with a well thought out and comprehensive plan to build and manage your wealth. Our Approach By choosing our team as a partner in your financial success, you can count on receiving expert and unbiased advice to help you make the right decisions. We are professionals with solid credentials and relevant industry experience. With our four step process, you will gain access to a wide range of solutions created to meet your individual needs. Discovery Introduce team Discuss your current financial situation Establish the foundation for mutual trust Wealth Portrait Understand your current situation, objectives and priorities Set realistic expectations Look for opportunities to enhance your situation using our dedicated specialists Road Map & Set Plan in Motion Present comprehensive plan to get you where you want to go Tailor solutions to meet your needs Execute plan using highest quality products and services Monitor & Refine Closely monitor and manage your assets Be proactive and keep you informed on a regular basis Review and update your plan to ensure you are on track to meet goals 1 Discovery 2 Wealth Portrait 4 Monitor & Refine 3 Road Map and Implement Plan

3 Our Value - We Provide Peace of Mind Team Based Approach Real value is peace of mind the peace of mind that comes with knowing that you and your loved ones are well taken care of by a team of competent, trusted professionals. We believe there are three things that differentiate our team. Our Team Our team has a unique combination of experience and expertise that allows us to better address the individual needs of our clients. We pride ourselves on having diverse backgrounds. This diversity allows us the ability to connect with clients from a wide range of personal and professional backgrounds. Our Network Our clients can take comfort knowing there is a large team of experts working on their behalf. We always make sure our clients have access to the right person at the right time. We have a large network of professionals able to provide proactive solutions in the areas of: Estate Planning Tax Planning Succession Planning Insurance Financial Planning Banking Solutions Portfolio Management Insurance and annuity Estate Planning Personal Life Client Professional Life Banking Solutions Financial Planning Tax Planning Complementary Services Our Client Focus We have a manageable client base which allows us the ability to provide greater focus on the advisor-client relationship to help deliver a complete wealth management offering. Discretionary Portfolio Management We live in increasingly complex financial markets and through our Discretionary Portfolio Management Service, we can react quickly to situations as they develop. Our Discretionary service allows you to hand over the day-to-day management of your investment portfolio to us. We will monitor your holdings and make investment decisions on your behalf, based on the mutually agreed upon guidelines set out for the management of your portfolio. National Bank Financial National Bank Financial is an innovative, wealth management focused firm that embraces technological advances for our client s benefit. As one of Canada s Big 6 banks we are supported by a team of industry-leading analysts and economists.

4 06 INVESTING Our Team Shawn Veroba Vice President,, Portfolio Manager, CIM. Having been raised in an entrepreneurial family Shawn was instilled with the importance of hard work, trust and compassion. Working in two family businesses from a young age he became well aware of the challenges that many small business owners and professionals face in Saskatchewan. Shawn graduated from the University of Saskatchewan with a bachelor s degree in Commerce, majoring in both finance and business economics. Upon graduation he moved overseas, gaining valuable work experience in finance in Tokyo as a foreign exchange day trader. This international experience set him up for various opportunities back in Canada where he accepted a position as a small business lender with a leading Canadian bank. This experience further reinforced his passion for assisting small business owners and professionals to succeed but his true passion still lied within the investment industry where he felt he could add even more value to clients. Soon after, Shawn became an with a leading full service brokerage firm where he worked closely with clients and guided them through the very tumultuous 2008 financial crisis. Lessons learned from that time shaped his outlook on financial markets and guided him to further advance himself by gaining his Chartered Investment Manager (CIM ) designation; allowing him to provide discretionary portfolio management to his clients. In the summer of 2015 he joined National Bank Financial along with David Dutcheshen, whom he was partnered with at BMO Nesbitt Burns for several years; as well as Brenda Serfling, their own in-house certified financial planner. Together they built a team focused on providing exceptional solutions to exceptional clients. Shawn has been married for nine years to his amazing wife, Lara. Together, they have two incredible children, Dylan 6 and Bryn 4. Shawn is actively involved in his children s lives and enjoys coaching Dylan`s hockey team. Together as a family they enjoy many sports and spending time outdoors whether it be at the lake or in the Rocky Mountains. David Dutcheshen Associate David was born and raised in Kamsack Sk. Growing up in a farm and business background has helped mold him into a hardworking and proactive individual who has a strong appreciation for family and friends. He graduated in 2003 with a bachelor s degree in Commerce from the University of Saskatchewan. His professional career in finance started as a Commercial Account Manager with BMO bank of Montreal where he worked with progressive farmers and other small business owners; helping them expand and grow their businesses. After doing that for 6 years David took a great opportunity to join Shawn Veroba as an at BMO Nesbitt Burns. We are very excited to have had the opportunity to come to National Bank Financial together and further expand our team with Brenda Serfling, our own in house Certified Financial Planner. David has had a passion for investing and financial planning from an early age; and he is currently working towards his Chartered Investment Manager designation. He is married to Raelynn, a dedicated school teacher in Yorkton. They have two wonderful daughters, Abby age 3 and Taylor age 1. David enjoys golfing and spending quality time with family and friends at his cabin at Madge Lake. Brenda Serfling Senior Advisor Business Development, Financial Planning Brenda grew up on a family farm, in the small town of Nokomis, Sask. She has made Yorkton area her home for the past 25 years and was fortunate to have the ability to raise her two children in this area. She has a strong understanding of rural Saskatchewan and the farming community. Brenda appreciates and knows the value of being involved in her community and spending time with family and friends. She has over 20 years of experience in the Financial Services Industry. Her career in the financial sector consisted of positions with RBC Royal Bank, BMO Nesbitt Burns and then in the year 2000, she moved to BMO Bank of Montreal as a Financial Planner. Brenda is a Certified Financial Planner and a member of the Financial Planning Standards Council of Canada. In the summer of 2015, she was thrilled to have the opportunity to join Shawn Veroba and David Dutcheshen at National Bank Financial Wealth Management and become a part of the Veroba Dutcheshen Advisory Group. Throughout her entire career she has worked in the area of investments and financial planning. Brenda enjoys getting to know and working with clients to help them feel comfortable and confident with their financial future. She feels very fortunate to live and work in Yorkton. Living an active and healthy lifestyle is very important to her; and Yorkton, with its surrounding area allows her to enjoy golfing, skiing, biking, curling, and the many beautiful parks and lakes!

5 06 INVESTING Kris Sapara Kris Sapara was born and raised in Esterhazy. After receiving his Bachelor of Commerce degree from the University of Saskatchewan, he joined the Regina office of RBC Dominion Securities in He moved three years later to open the Yorkton chapter of RBC Dominion Securities and was later joined by his brother Kim and Penny Sandercock, together they formed the Sapara Wealth Management group. In August of 2002, The Sapara Wealth Management group moved their practice to Wellington West (a predecessor firm of National Bank Financial). Kris has managed individual investment portfolios for over 25 years. Kris is a graduate of the Certified Investment Management Program, a Fellow of the Canadian Securities Institute, and is a qualified life insurance agent. In the past Kris has been a part of many community organizations including the Kinsmen Club, the Yorkton Economic Development Board, and served as Chairman for the Charity Golf Classic for Health for several years. He is currently sitting on the Health Foundation for East Central Saskatchewan board. In his leisure time Kris and his wife Debbie enjoy travelling, spending time at the lake and golf. Penny Sandercock Senior Associate Penny spent her childhood years in the small town of Balcarres, Sk. She has made Yorkton her home for the past 37 years; raising her two children on an acreage 7 miles Southwest of Yorkton. She has over 39 years in the Financial Services Industry. In 1977; she joined the Royal Bank holding numerous positions over the 25 years of employment including Teller; Deposit Clerk; Loans Manager and Manager of Investments. In 1997; she accepted an invitation to join the Sapara Wealth Management team at RBC Dominion Securities as an. In 2002 Sapara Wealth Management joined Wellington West Investments out of Winnipeg MB; which was acquired by National Bank Financial Wealth Management in Penny continues to enhance her skills and knowledge of the investment industry; successfully completing numerous courses including her Canadian Securities Course; Personal Financial Counselling and Personal Financial Planner designations. In the summer of 2015; our team was thrilled to welcome the Veroba-Dutcheshen Advisory Group to our office. Together we focus on providing exceptional service to our existing and new clients throughout the area. Penny is a very active volunteer in the community; serving on the Yorkton Chamber of Commerce Board and as President and now Director with the Yorkton Exhibition Association for the last 23 years. Penny enjoys her busy lifestyle along with her husband Joe; her children; Kirk & Shantelle; grandchild; Drayton and Cole & Tanis. Penny and her family are avid hunters and spend many family vacations at their northern cabin in the Wild Cat Hills east of Carrot River SK. Curling, quadding, hunting and walking are only a few of the many activities that are important to a healthy and active lifestyle that Penny shares with her family. Shannon Thorley Associate Shannon Thorley grew up in the prospering potash and agricultural community of Esterhazy, SK. After obtaining her Office Education Diploma she began her career as a legal secretary in a law firm in Yorkton, SK. In 2011, she entered the financial services industry and joined National Bank Financial Wealth Management as an Investment Associate. She is committed to career development as evidenced in continuing her education to become a licensed Investment Associate. As an Investment Associate, Shannon plays an important role in the administration and organization of the office and provides support to the team ensuring the proper tools are made available and procedures are followed. This allows both the client and Advisor to experience productive and positive meetings. Shannon is married to her wonderful husband, Mike, and together they raise four busy teenagers. In her leisure time she loves spending time at her cottage with friends and family. She spends much of the summer canoeing, fishing and hiking and much of the winter snowboarding and skiing.

6 Veroba Dutcheshen Advisory Group 89 Broadway Street West Yorkton, Saskatchewan S3N 0L nbfwm.ca National Bank Financial ( NBF ) and National Bank Securities Inc. ( NBSI ) are wholly-owned subsidiaries of National Bank of Canada ( NBC ). NBC is a public company listed on the Toronto Stock Exchange (NA:TSX). NBF is a member of the Canadian Investor Protection Fund.