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 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 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 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.
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 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.
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 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.
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 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 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 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 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.
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 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 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.
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.
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’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.