Garnet Morris
Founder & President
Garnet began his career in banking and private business, but created his own niche with Targeted Strategies Limited. An innovator with a personal penchant for taking on high-potential challenges, Garnet has an instinctive ability to recognize opportunities - even those others might consider underdeveloped or unconfirmed. His forward-thinking ideas, unconventional methods, and wealth of knowledge resonate with private business owners in helping them to optimize their net worth.
Susan Kichuk
CEO

Susan recently joined the Targeted team as CEO.  With a Ph.D. in Business, a successful academic and consulting background in the areas of Strategy and Leadership, and more than 15 years experience as a Senior Executive leading large scale strategy and business transformation initiatives,  Susan brings the skills, insight, and experience to help Targeted provide the highest possible sustainable value to clients.

Cindy Sawchuk
Manager, SCDC

Cindy holds a Bachelor of Commerce (Finance) from the University of Saskatchewan and has been with Targeted Strategies since 1998. Cindy initially focused on loan and life insurance administration in the role of Client Service Manager. Thanks to her lengthy tenure with the company, Cindy has a profound knowledge both of the unique planning problems faced by our clients and of the market-leading solutions we have devised for them. Adept at evaluating opportunities, solving problems, and managing risk, she is responsible for the operations of SCDC.  

Kosta Makievski
Manager, Strategic Solutions

Kosta brings several years of experience in building and implementing advanced planning structures for business owners in Vancouver, BC. He holds a Bachelor of Commerce degree in Finance from Concordia University, and is currently completing a CLU (Chartered Life Underwriter) designation. Kosta is closely integrated with our business development and service teams where his skills and experience help design, implement and service the strategies for our clients.

Sameer Chhetry
Corporate Controller

Sameer holds a Chartered Professional Accountant (CPA) designation an MBA, and a Master of Science in Finance degree. He brings 10 plus years of Financial Advisor experience from the banking plus 4 years of experience as a controller. These various roles have given him an in depth knowledge of financial services industry and management of a team in a multi level organization. Sameer oversees the financial operations, human resources function at Targeted Strategies.

Lisa Tourand
Head of Deal Logistics

A graduate of SIAST in Office Education, Lisa worked in administration for a provincial health region prior to joining Targeted Strategies in 2011. Initially responsible for office administration, Lisa demonstrated a keen ability to strategically organize information, set priorities, and work with clients. A licensed agent who coordinated our underwriting efforts for several years, she has recently begun putting her knowledge and talents to use as a Financial Analyst.

Daniel Roberts
Financial & Actuarial Analyst

Daniel holds a Bachelor of Science degree in Actuarial Science from the University of Regina, and joined the Targeted team in 2015 as a Financial Analyst.  He brings a unique perspective to preparing custom planning strategies for our clients, thanks to his experience in Actuarial and Reinsurance roles in industry during which time he developed a solid understanding of the inner workings of insurance.  With exceptional modelling skills, a high degree of numeracy and strong client focus, Daniel has proven a quick study with respect to our custom insurance strategies.  Together with Garnet and the rest of the team, he brings fresh insight into creating strategies to optimize our clients’ personal and corporate estate and succession planning objectives.

 

Michael Sterzuk
Financial & Actuarial Analyst

Mike graduated with a B.Admin. in Finance from the University of Regina. He progressed through various Mutual Fund and Hedge Fund accounting roles with significant time spent working in the Caribbean and USA over the course of a decade. Since returning to Canada, Mike has moved into the insurance industry with several years experience in data analysis and specialty underwriting roles. Mike is an experienced user of databases and spreadsheets and looks forward to the modeling aspects of the  Financial Analyst role. He is also focused on providing a high standard of service to clients.

Michael Loo
Senior Financial Analyst

Michael holds a Master of Science with Merit in Mathematical Finance from the University of York. Michael’s previous experience includes financial model development for junior engineering projects and risk analysis for Alternative Investment dealers. Michael develops custom systems and solutions to support a consistent high-quality client experience.

Julie Munton
Account Manager
Julie joined Targeted Strategies in 2006, bringing twelve years of experience in the banking industry. Julie also worked in the public sector assisting with facilities and materials management at a university, and acting as customer service manager for an Internet marketing company. Julie holds a Bachelor of Commerce degree and brings her considerable experience to interacting with banks, ensuring accurate statements, and resolving any client concerns.
Donyne Tippe
Account Manager
Donyne holds a Bachelor of Commerce degree with a double major in Finance and Operations Management. For six years, she worked for one of Saskatoon's successful biotechnology firms - managing inventory, supply and demand, before coming to Targeted Strategies in 2007. Given her highly analytical nature and attention to detail, Donyne is responsible for maintaining client relationships and supports a considerable portion of our existing business.
Meagan Zimmer
Account Manager

Over the past 11 years, Meagan has gained progressive, direct experience as a senior account administrator and analyst in the banking and credit union sector. She has also provided accounting advice and direction for a large franchise business and a number of non-profit organizations. 

Meagan is currently continuing her accounting education and development, with the aim to achieve her accounting designation.

Paul Biln
Account Manager

Paul specializes in insurance based personal and corporate tax and estate planning for high net worth clients. Paul’s prior experience includes working as tax manager for a national CA firm and he  has also worked over 6 years in the insurance industry. Paul graduated from Simon Fraser University with a Bachelor of Business Administration Degree in 2002 and obtained his CA designation in 2004. Paul has also completed his In-Depth Tax Course Levels I & II. 

Cameron Gorlick
Account Manager

Cameron holds a Bachelor of Commerce with Distinction in Accounting from the University of Saskatchewan. He recently wrote and passed the Common Final Examination (CFE) earning him his Chartered Professional Accountant (CPA) designation. Cameron’s previous experience includes working for an internationally renowned accounting firm specializing in assurance services for a wide variety of corporate and individual clients. Cameron recently joined our team as an Account Service Manager due to his experience in dealing with clients and his financial background.

Colin Weinkauf
Account Manager

Colin holds a Bachelor of Commerce with Distinction in Accounting from the University of Saskatchewan and his Chartered Professional Accountant (CPA) designation. Prior to joining Targeted, his experience was in assurance and tax services with a wide variety of clients in multiple industries with one of the “Big 4” accounting firms. With a strong background in finance and a great rapport with clients Colin is a key player on the Targeted team as an Account Service Manager. 

Josh Polglase
Account Manager, SCDC

Josh graduated from the University of Wollongong with a B.Comm majoring in Finance and Economics while also having completed finance industry accreditations for advice in equity and derivative products.  He has spent 11 years working in financial markets for publicly listed banks and financial institutions. During this time he has implemented and developed trading desks and financial market systems in equities and derivatives. Josh has progressed to roles in financial market operations, working for retail and institutional banking in the areas of settlements and risk. Josh has extensive experience managing front office teams and has been responsible for client relations management and solutions, providing exceptional service and standards to high net worth clients. 

Jaryd Runquist
Account Service Representative
Sherry Edwards
Underwriting Associate
Sherry joined Targeted's Client Services group in 2015, bringing her considerable experience in customer relations and project management from 20 years spent in the telecommunications and health care industries.  A displaced Texan, Sherry came North for the climate and stayed for her love of the country and its people.  With a tenacious work ethic and stick-to-it-tive-ness in the face of a challenge, y'all can trust in her ability to ensure our clients receive the highest level of customer service and to resolve any issue that dares tangle with her.
Karina Franklin
Underwriting Associate
With training and nearly a decade of experience as a paralegal, Karina brings her professional manner, strong attention to detail and affinity for organiziation to her role as Underwriting Associate.  Having joined Targeted in 2015, Karina assists with underwriting activities and managing our sales pipeline to ensure that those processes are as timely and effectient as possible, in order to ensure Targeted's high standard for customer service.
Shannon McNeice
Underwriting Associate
Shannon completed her Bachelor of Commerce degree and has spent the past 10 years working in the banking sector and as a financial and operations consultant to small and medium-sized businesses. Shannon joined Targeted Strategies in 2014. She brings with her a lengthy background in lending and is highly skilled in managing a wide variety of client needs and relationships, particularly for privately-managed firms.
Marina Chakharian
Underwriting Associate
Having joined Targeted in 2016, Marina is a graduate of Business Administration (Marketing) from Dawson College in Montreal and brings with her 15 years of marketing experience.  From collateral to communications and from direct sales to consulting, Marina has developed a broad marketing base and, along with Garnet and the rest of the team, is focused on growing Targeted in innovative ways to maintain our unique and unparalleled position as a thought leader in our industry.
Tsering Asha Leba
Executive Assistant to Garnet Morris

Tsering Asha joined Targeted in February 2017, bringing client relations experience from the Higher Education and Advancement sector. She holds a B.A. in Political Science from the University of Calgary and has completed internships on Parliament Hill, with an international NGO, and the United States Commercial Service. Her opportunities have required her to work with diverse peoples and perspectives from all around the world, strengthening her ability to jump into new situations and tackle challenges. Tsering Asha is eager to apply her skills in the many tasks of her new role, and is excited to join the Targeted team.

Elise Michalenko
Executive Assistant to Susan Kichuk and Rob Orr

Elise Michalenko recently joined Targeted Strategies after working over half a decade doing sales, training and executive recruitment with a global agency in Saskatoon and Vancouver.  She is completing the Business Administration Certificate at the University of Saskatchewan, Edwards School of Business and currently supports the CEO of Targeted Strategies as Executive Assistant among other projects within the organization.

Monte Gorchinski
Special Projects

Monte brings senior level business advisory experience working through analysis of financial information with business owners and senior management and leading to a focus on their specific questions, options and solutions for decision and action.  He has a CA, CPA designation from Chartered Professional Accountants Saskatchewan.  Monte works helps guide and mentor our internal team members to provide a consistent standard of quality and service delivery for our clients.

Stephanie Tynan
Internal Counsel

B.A.(Phil.)’91; LL.B. ’91; Former partner at Mcdougall Gauley Law firm. Practised there from 1992-2004. Area of practice: Corporate/Commercial. Extensive involvement in Canadian Bar Association. Former sub-lieutenant, Canadian Armed Forces, Naval Reserves.

Eddie Pal
Senior Advisor (Ontario)

With a Masters in Mathematics and a Chartered Accountant designation, Eddie has served in an advisory capacity to clients in a wide range of private sector industries, specializing in multi-generational businesses.  Over the past 20 years, this former senior partner at Deloitte has helped numerous business owners achieve their objectives using creative life insurance tools to minimize effective taxes and thus maximize wealth.  A licensed insurance advisor in Ontario, Eddie has been working in collaboration with Targeted since 2013 to bring his expertise to new clientele.

Rob Orr
Advisor
Rob Orr CPA, CA, CMC knows first-hand what and who it takes to grow successful companies. With 30 years as a trusted advisor to the C-suite, Rob has served organizations across a broad spectrum: entrepreneurs, mid-market companies, and industry leaders such as Coca Cola, Caterpillar, General Motors, Mannheim, MGM, Bank of Montreal, Royal Bank of Canada and Quest.
Rob’s experience includes growing an accounting firm into one of the largest firms in the mid-west, becoming a successful agent for professional NHL hockey players, and starting and selling a number of businesses in both the U.S. and Canada.
Rob has also served on numerous corporate, government or standard setting Boards, including the Accounting Standards Board, the CMA’s National Board and the Budget Analysis Committee, as well as SEDCO and various corporate Boards.
This very rare mix of experience and insight has helped Rob’s clients in creating strategy and guiding them through the alignment and implementation phases of the process.
Chad Croteau
Advisor
Chad spent over 15 years in both analytical and managerial roles in Supply Chain, Operations and Finance in the Energy and Manufacturing sectors in Calgary before joining our team in 2016.  With his broad and senior experience, Chad is able to use his expertise and analytical acumen to adeptly assess ways in which clients may benefit from a targeted strategy to suit their estate and business succession planning needs.  An MBA graduate of Queen's University in Kingston, Chad is life licensed in the province of Alberta.