Our Team

Our Team

Photo of team member

Teresa Rennick

CFP, CPCA

linkedIn_button.gif

Book Appointment

My passion has always been in helping others. In 2001, I launched my career as a Certified Financial Planner (CFP).

In 2012 I became principal of Financial Destinations Group. I am proud to lead our dynamic team. Our success has been in helping families and business achieve clarity and their financial goals.

As a CFP, I'm committed to maintaining a high level of financial knowledge and professional practice standards. I believe in educating clients as our experience demonstrates that informed clients make good decisions.

It is with genuine concern, transparency and trust that I build enduring relationships and create solid financial plans that help clients achieve financial security and the future for which they have planned. I love and value my own family and recognize the importance of protecting and planning for the future.

Outside of the office, I understand the importance of maintaining life balance. Family, friends, co-workers and clients will tell you that I am a definite ‘yes’ to fun, golf, travel and social gatherings.

Photo of team member

Marie Prefontaine

CFP

linkedIn_button.gif

Book Appointment

I am a Certified Financial Planner with over 30 years’ experience in the financial services industry. I work closely with clients who care about their financial future, and assist them in developing and implementing their own unique financial plans.  

My focus is to provide financial planning services, strategies and products for my clients so they can achieve their goals. I view every client as unique and I approach the financial planning process according to my clients own needs and comfort level.

I have a strong commitment to continuing my education which I believe adds value to my clients. I share this knowledge with my clients so they can make informed decisions, specifically tailored to their situation.

Photo of team member

Alicja Gruntowicz

Financial Security Advisor

linkedIn_button.gif

Book Appointment

I found my life’s purpose early on.  At the early age of 13 I assisted my non-English speaking mother purchase her home.  From then on, I found myself eagerly helping people, and focused on education and processes for success.

Having been involved in business and planning for years, a career in financial services was a natural progression for me.  In 2013, I began what would be 4 years at Freedom 55 Financial.  That experience allowed me to shape a vision for my practice and enabled great opportunities to service my clients.  I believe in continuous growth and betterment, and thus have commenced my studies to become Certified Financial Planner.  I also look forward to becoming a Certified Executor Advisor.

My goal is to help you achieve your life goals through sound financial planning, transparent processes, and creative strategies.  Through strong client relationships I endeavor to not only build wealth, but also to protect your family, business, and estate.  I am fluent in 5 languages, and I can share and relate many stories of struggle, perseverance, and success.  Together, we can shape a better outlook for your financial future.

It warms my heart immensely and provides me with enormous satisfaction to know and to see individuals achieving their life’s goals; and it provides me with tremendous gratitude to be able to service my clients and be a part of their journey of life.

Photo of team member

Susan Armitstead

CFP

I am the newest member of the dynamic FDG team. With over 25 years with London Life, I have provided my clients personalized financial plans encompassing the four cornerstones of a sound financial plan: disability, retirement, liquidity and family security. Each financial plan is tailored to the clients needs, objectives, goals and dreams.

 

My greatest joy is seeing how these customized financial plans have helped my clients achieve their specific financial goals.

As a Certified Financial Planner, I adhere to the highest standards of professionalism and financial knowledge. I truly believe our job as a CFP is to provide education and clarity to our clients. My hobbies include gardening, travelling, and spending time with my family

Margaret Charest

Financial Security Advisor

linkedIn_button.gif

I joined the FDG team in 2012 and advise businesses, individuals and families on how to provide protection from “life’s many risks”.

From personal experience, I know that life has a way of taking some unexpected turns. Unfortunate events can happen to anyone and, when they do, a sound financial plan is one thing that can help. Life, disability and critical illness insurance are important options to consider to help protect one’s health and financial security. My goal is for each client to have confidence in answering these questions “If something should happen to me, will my family be OK?” and “Will I ever have enough to retire and how much money do I really need?”

Having built strong relationships with business owners, I love helping companies develop tailored group benefit plans that will help attract and retain quality employees.

Born and raised in Edmonton, I have worked in the media, the mortgage industry and also manage a real estate portfolio.

I am also a connoisseur of fine wine!

Barb Rose

Administrative Assistant

I joined the FDG team in August of 2012 bringing 4 years’ experience as an Executive Assistant along with excellent customer service skills. While new to the Insurance Industry I am looking forward to learning and developing relationships with clients as well as the challenges and advancement this industry can bring.  

I enjoy baking, travel and spending time with my friends and family.

*The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.

The information on this website is intended for residents of Alberta only.

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved

Load jQuery UI