The McGregor Financial Team
Mary McGregor, CFP®, CLU, CH.F.C.
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 has always loved working with people and wanted to make a difference while providing something valuable. As a CERTIFIED FINANCIAL PLANNER® professional, investment and insurance advice were a great fit.
In addition to her professional qualifications and designations, Mary has been active within her community and industry. 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’s establishing a financial strategy or insuring what is most important, he understands that people are looking for someone they can trust to give them sound advice.
Jeff has been a financial advisor for 15 years and likes to keep up with continuing education and changes in the industry. He provides sound insight and advice which aligns with his client values, dreams and goals. Whether it is working with corporate professionals, families or individuals, a financial plan provides solutions to protect what is most important to them.
After work, Jeff will most likely be found at a hockey rink coaching and mentoring young hockey players or looking after the community rink. In his spare time, he enjoys family time at the cabin, fishing and riding ATV’s. As a devoted husband and father of two, he understands the importance of protecting your loved ones and providing for their future.
Trista has taken on a new role with McGregor Financial Inc. as Operations Manager and plays a key role in the daily performance of the office. She oversees compliance, accounts payable, is a strong team leader and knows the importance of delivering strong customer service. She is a valuable team member, likes to be organized and always wants to contribute. Trista is married to Jeff and daughter-in-law to Mary and looks forward to building on the success of the family business.
Trista is one of those people who laughs easily, is always smiling and enjoys helping clients when they visit the office. She is an easy going, caring, energetic wife and mother of two, and proud to be part of the McGregor Financial team.
Jody has stepped into a new role as our Manager of Client Service and brings years of experience to the role. She has been working in the Financial Industry for over 23 years and brings a wealth of knowledge to our team. Customer service is Jody’s top priority, and she takes pride in building relationships and providing excellent service to all our clients.
When not at work, Jody enjoys spending time with friends, going on hot vacations and keeps busy with her daughter, who is actively involved in Irish Dance.
Phyllis joined our team as a Client & Account Specialist in 2017, after spending 18 years with a large Canadian Credit Union. She brings with her a wealth of knowledge in many areas of the financial services industry, a dedication to providing excellent customer service and believes that everything she does should always be in the best interest of the client.
In her free time Phyllis enjoys walking her dog, spending time with her husband and bonding with her six grandchildren.
Pam is our Marketing Associate. As a past business owner herself, she looks forward to new challenges and bringing her marketing experience and fresh ideas to the business. She knows customer service is a top priority, enjoys meeting the clients and is proud to be part of such a hardworking and successful team.
When not working, Pam keeps busy making sure her Border Collie is entertained and happy.
CONTACT US AT:
100-307 Ontario Ave
Saskatoon, SK S7K 1S3
Phone: (306) 986-9333