The McGregor Financial Team
One thing that is immediately apparent about Mary is that if she sets a goal for herself, her company or her clients, she is determined to accomplish it.
When asked “what’s the best part of leading a financial services company?” her answer is clear: providing positive opportunities for everyone. Whether it is her clients, her team, or her suppliers, she wants to see everyone win.
Mary started her career in a direct sales role (and was one of the best in the country) before following in the footsteps of her father to become a financial advisor. She’s always loved working with people and wanted to make a difference while providing something valuable. Investment and insurance advice was a great fit.
Mary has been active in her community and her industry. Among many other things, she has been president of the Estate Planning Council of Saskatoon, on the St. Paul’s Hospital Charitable Giving Committee, was the first female Chair Person of the Agents Advisory Council of Great-West Life, and has been active in Advocis in several different roles.
Outside of work, she’s a proud mother and loves spending time with her grandchildren. Mary’s an active gardener and an avid reader of biographies (because they provide great clues about success) and loves to travel with her husband Howard. She understands business, she understands family, and she understands how to protect what matters most to you.
As one of our leading financial advisors, Jeff brings a unique perspective to the industry. Whether it is setting up a savings plan or insuring what’s most important, he understands that people are looking for someone they can trust to give them good advice.
He’s been a financial advisor for 10 years now and wants nothing more than to provide sound insight and advice which aligns with his client’s values and goals. Previously to entering this industry Jeff obtained his journeyman automotive certificate. Jeff also believes in maintaining connections with clients and providing regular “tune-ups” to their financial strategy.
Jeff has been an active member of Advocis since becoming an advisor. When he is not in the office you will most likely find him in a hockey rink helping, coaching and mentoring kids. As a caring husband and father of two, he understands the importance in protecting your loved ones and providing for them in the future.
Trista is our client service representative and plays a key support role for our operations team.
There is an incredible amount of paperwork that needs to be completed accurately and quickly in an advisory firm and Trista’s fingerprints are all over that paperwork. She’s a valuable member of our team and likes to be organized and always wants to contribute.
Trista is one of those people who laughs easily. She’s an energetic mother of two and married to Jeff in our office. She’s easy going, caring and a great asset to the McGregor Financial Team.
Susan is our Team Leader and fills two roles. One is to keep the operations of McGregor Financial Inc. running smoothly. This includes leading the team, compliance, accounts payable, solving client issues and many other responsibilities. Susan brings lots of experience and is a good fit for this role after running her family business for many years.
The other role is Client and Account Specialist. Susan supports both Jeff and Mary in their Financial Advisory roles. She has learned about the Financial world quickly. Customer Service is Susan’s first priority and she is really enjoying meeting the clients of McGregor Financial Inc.
Jody is the newest member to McGregor Financial Inc. but brings years of experience to the role of Client and Account Specialist. She has been working in the Financial Industry for 19 years. When things get busy in the office, Jody keeps a cool head and delivers great customer service. She takes pride in building relationships and providing excellent service.
Jody is a dance mom to her daughter who is actively involved in Irish Dance. Jody is eager to learn new things and is enjoying the team at McGregor Financial Inc.
CONTACT US AT:
100-307 Ontario Ave
Saskatoon, SK S7K 1S3
Phone: (306) 986-9333