Bill Atkinson
Bill Atkinson,
INDEPENDENT LIFE INSURANCE AGENT
Office: 403.381.8331
Cell: 780-814-0607
Bill relocated from Grande Prairie to Lethbridge in 2017 to enjoy, what he thought would be, retirement. That didn’t last long as Bill officially joined the professional team at Quintus Financial in January 2020 to help clients mitigate risk and actualize financial goals.
His passion for financial education and assisting his clients in securing their lives is what drives Bill. Outside of work Bill enjoys golfing, hunting, fishing, camping, gardening, welding, vehicle restoration and, most of all, spending time with family.
Mary thrives on building solid, income-oriented portfolios with unbiased opinions regarding all aspects of wealth preservation and growth. Mary’s main goal is to be a key financial partner to all of his client’s families and to allow those families to focus on what is most important to them without financial worry.
Volunteer Experience and Awards
1977- 1979 Volunteer fire fighter Ft. McMurray
1980-1983 Auxiliary RCMP, Grande Prairie
1997-2001 Secretary Treasurer South Peace Fish & Game Association, Grande Prairie
1997- 2007 Coaching Novice Hockey; Mini Wolves Basket Ball &Baseball
1997- Commendation Award from Governor General of Canada
1997- Certificate of Commendation by the Governor General of Canada from Charlie Penson, Member of Parliament
1998- 2007 Fund Raiser chairman for St Kateri School new playground, minor hockey teams & Fish Game
2006- 2019- Started my career in the Life Insurance Industry: meeting clients needs for Life, Disability, Critical Illness, Long Term Insurance, Investments & Group Benefits in Grande Prairie.
2012- Qualified for the Million Dollar Round Table (MDRT) global association for top performing life insurance and financial advisors around the world.
2020- Awarded the Community Heroes Award (for his commitment to enriching the lives of others during Covid 19 crisis.
Mary Chervenka, EPC
Mary Chervenka, EPC
Investment Advisor, Manulife Securities Incorporated
Independent Life Insurance Agent
Insurance Inquiries
Investment Inquiries
Mary’s mission statement is “To make a difference in people’s lives in whatever way I can”. Mary has a passion for “thinking outside of the box” and creating strategies and concepts to save people money and taxes.
Mary has a passion for investment and estate planning and has been providing retirement and tax planning advice to valued clients since 2000. When speaking with Mary on financial matters, you can see the enthusiasm she has for approaching a challenge and finding the best solution. Mary implements unique strategies & ideas to insure investment and retirement accounts are set up in the best way possible in the event of unforeseen circumstances.
Mary works with individuals, families, and private business owners to help them achieve their goals, and protect and enhance their financial wealth. With over 20 years of financial markets experience, and a specialty in income, Mary uses integrated, purpose-driven strategies to select the right investments, manage risk, and minimize tax. Mary provides unbiased, impartial opinions about investment ideas and insurance solutions.
Mary thrives on building solid, income-oriented portfolios with unbiased opinions regarding all aspects of wealth preservation and growth. Mary’s main goal is to be a key financial partner to all of his client’s families and to allow those families to focus on what is most important to them without financial worry.
Mary’s practice is built on a few key solid principles:
Commitment: I will manage my client's wealth as if it were my own by exercising the utmost prudence and with only their financial well-being in mind.
Goal: Be a key financial partner to my client's families, especially in estate planning.
Mission: Build and preserve my client's wealth so that they can focus on what is most important in their lives.
Mary is married to Richard since 1999 and they have two beautiful daughters that keep them very busy with soccer and volleyball.
Mary joined Quintus Financial/Manulife Securities in 2004. As an independent advisor, Mary is able to customize an investment or retirement plan for her clients without being forced to use proprietary products. Mary offers mutual funds, individual stocks and bonds, tax and estate planning through investments and insurance to create a plan for her clients.
Mary uses the following strategies in her business:
- Tax minimization Strategies
- Customized Investment Plans
- Tax Efficient Retirement Planning
- Organization of Future Income Streams
Mary started in the industry as an administrative assistant in 1996. She started out by assisting in creating financial plans for clients and gathering the information required. She quickly realized she had found her passion and her “dream job”. Mary became an Investment Advisor in 2000 and obtained her Elder Planning Counsellor Designation in 2008. Mary is also a licensed insurance advisor offering life, disability, critical illness, long term care, and travel insurance through many carriers in Canada.
Mary would welcome the opportunity to meet with you and your family. If she could maximize your return while minimizing your risk, would you let her help you?
Cindy Connor
Cindy Connor
Administrative Assistant, Manulife Securities Incorporated
Investment Inquiries
Insurance Inquiries
Born in Newfoundland, my family and I later travelled across Canada to Calgary in the early 80’s as my dad was in construction and out west was the place to be. As an Honour student in High School, I received a scholarship from the Calgary Board of Education for Career and Life Technology Studies as well as many other academic accolades. After graduation, I was accepted at Mount Royal College and studied Business Administration and Secretarial Arts.
While raising two children, I worked in various customer service and human resource positions, waiting for my ‘dream office job’ to present itself and to allow me to show my true talents. I was working in Calgary when I met my husband, Steve, and we moved to Lethbridge to start our new life together.
Since joining the Quintus Financial family in June of 2008, I feel that I have finally found the position that I was always dreaming of.
Kim Craig, CFP
Kim Craig, CFP
Investment Advisor, Manulife Securities Incorporated
Independent Life Insurance Agent
Insurance Inquiries
Investment Inquiries
I have been a resident of Southern Alberta most of my life and am extremely proud to call Coaldale my home. I began my career in the financial services industry with a Canadian Chartered Bank in 1976. In 1992 I began to focus on offering investment advice to individual Canadians. It is gratifying to help clients achieve their financial goals.
Over the years I have built my investment advice practice by working with a diversified clientele and I enjoy working with a team of like minded professionals at Quintus Financial. I embrace the mission statement and code of conduct that has been adopted by the firm; in particular I recognize the value of forging trust relationships with each client.
My many years experience in the financial services industry have been complemented with many courses through the Institute of Canadian Bankers, The Financial Planner Standards Council, the Canadian Securities Institute, and Advocis.
I am a family man with a loyal and devoted wife and have three grown children. The addition of three grandchildren has brought much joy to my life.
The tremendous support I receive from my family allows me to spend many hours giving back to my community in many different ways.
Genny Hunter Barr
Genny Hunter Barr
Administrative Assistant, Manulife Securities Incorporated
Insurance Inquiries
Investment Inquiries
My name is Genny Hunter-Barr; I work alongside Malcom in addition to helping out with the day to day operations Quintus Financial.
I have lived in many places as a child since my father was in the Air Force. I finally settled in Southern Ontario as an adult with my husband, Glenn, and our two daughters. After many years of dealing with traffic and big cities we decided we wanted cleaner air and a better community to raise our daughters.
We had come to visit family in Lethbridge a couple of times and decided this was the place for us. We decided to move here in the summer of 2007.
I have been at Quintus Financial since the fall of 2008 and love the welcoming family atmosphere that is always present in the office and at our client events.
Malcom Kano, B.Sc., CFP
Malcom Kano, B.Sc., CFP
Financial Planner, Manulife Securities Incorporated
Independent Insurance Representative
Insurance Inquiries
Investment Inquiries
Malcom was born in Taber, Alberta and has spent a lifetime of work, service and education in southern Alberta, the United States and Japan before coming home to establish himself as a financial planner and supporter of the community.
Malcom’s 21 years of financial planning success are a direct result of the unique perspective he uses while helping his clients achieve their goals. He believes in a holistic approach to planning. His practice is built upon a few key, solid core principles which encourages his clients to look at the whole picture when planning for their future.
- plans that are built on realistic goals and time lines
- plans that are augmented by the use of tax and estate, legal, money management, and insurance professionals
- plans that are dedicated to the process of financial responsibility
- plans that have client commitment to the financial planning process
Malcom’s 21 years are backed by:
- 13th year as a partner with Quintus Financial
- 8 years with Investors Group
- 3 years as an Associate Regional Director
- 7 years as a Branch Manager
- 4 years as one of 16 members of the Berkshire/Manulife National Advisory Council
He has his designation as a Certified Financial Planner and is also licensed as a Broker for all Insurance products.
He specializes with a team of experts who meet with High Net Worth and Business Clients. Their experience in this specialized area of expertise has helped numerous affluent clients with: business taxation, owner-manager taxation, estate and succession planning, corporate reorganizations, and family trusts. They also have a specialty dealing with complex cases for agriculture producers and for the oil and gas industry.
Malcom was raised in the small community of Barnwell, Alberta, with 6 brothers and sisters. Growing up, his family owned the one confectionery store in the community. Working with his father and mother there, he learned the value of a dollar, as the small store was the means of providing for their family. It taught him financial responsibility at a young age that has since added personal value to his ability to help clients effectively manage their finances.
Before his work in finances, Malcom worked with the Alberta Sport Council and the Olympic movement for ten years. In 1995 he became the Chair for the Lethbridge/Taber KidSport Society, where he led the fundraising to assist over 3300 kids with hundreds of thousands of dollars to participate in sports in his local area. He is a 18-year and current provincial board member for KidSport Alberta, which has raised over 14 million dollars and funded more than 71,000 kids. Malcom is also a board member of the Lethbridge Sport Council.
Previous to his service to the Alberta sport community, Malcom competed as a member of the Dixie College track team before graduating from Brigham Young University where he competed in Badminton and Hockey.
In 2015, he was awarded the 2015 Provincial Sport Volunteer Recognition Award for his work with KidSport at both the local and provincial levels.
In May of 2015, he was awarded the first ever Honorary Black Belt from, United Traditional Tae Kwon-Do Canada.
Malcom is married to Maureen, a registered nurse, together they have 6 kids. They are actively involved with their church, community and family
Terry Mah, B.Mgt, CFP, FMA, FCSI, CSWP
Terry Mah, B.Mgt, CFP, FMA, FCSI, CSWP
Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Quintus Holdings Inc.
Insurance Inquiries
Investment Inquiries
Terry Mah was born, raised, and educated in Lethbridge. He is proud of his hometown roots along with being the first generation of his family born in Canada.
Terry started his career as a financial planner in 1995 after graduating from the University of Lethbridge. He holds a Bachelor of Management (B.Mgt.) degree with a double major in accounting and marketing.
Since beginning his career, he has received the following industry designations:
- Chartered Financial Planner (CFP), 1998: Certification provides assurance that the planner is committed to internationally recognize professional standards of competence, ethics and practice as set and enforced in Canada by the Financial Planning Standards Council. This is the industry gold standard in financial planning.
- Financial Management Advisor (FMA), 2006: Designation holders are recognized as expert professionals who can provide the advanced service and advice to meet the needs of affluent clients.
- Fellow of the Canadian Securities Institute (FCSI), 2006: The FCSI is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the financial services industry.
- Chartered Strategic Wealth Professional (CSWP), 2010: The CSWP is a specialized designation. It is the only wealth management designation that caters specifically to the complex financial needs of affluent clients.
The following products are offered:
- Mutual Funds
- Individual stocks and bonds
- Hedge funds
- High net worth products for accredited investors
- Insurance (life, disability, critical illness, health & travel)
The following services are offered:
- Financial planning (investment, insurance)
- Wealth management
- Tax & estate planning
Terry specializes in a balanced approach to wealth management. Working closely with a select number of clients, his goal is to build lifelong relationships while improving their net worth. He believes in taking a proactive role with your finances.
Terry is passionate about his clients because of the positive impact that he has on their lives. He works with clients who reside in the Provinces of Alberta, British Columbia, Ontario, PEI, and Saskatchewan.
In today's world, the desire for immediate results can be a detriment. Long term wealth requires long term vision. Terry Mah would welcome the opportunity to use his expertise to help you build and maintain a financial plan.
Paulette Reid, CFP
Paulette Reid, CFP
Financial Advisor, Manulife Securities Incorporated
Independent Insurance Representative
Insurance Inquiries
Investment Inquiries
Paulette holds a Certified Financial Planner designation, and is both an Investment Advisor and an Insurance Broker. With over 20 years of experience in the financial industry, she is committed to establishing long-term relationships, thus helping clients establish their life goals and ultimately their life’s dreams.
When working with her clients, she uses the six-step investment planning process
- Establish and define the client-planner relationship
- Gather client data and determine their goals and their expectations
- Analyze and evaluate the clients’ financial status
- Develop and present the investment planning recommendations and/or alternatives
- Implement the investment planning recommendations
- Monitor the investment planning recommendations
She strongly believes that the size of your portfolio should not impact the quality of financial advice, as everyone deserves the help of a financial advisor.
Paulette gives back to the community by volunteering for various not-for profit organizations. As a runner, she has participated and completed numerous half marathons and marathons and her proudest running accomplishment is the completion of the 2015 Boston Marathon.