Our Team

Why I Love What I Do

I was passionate about wanting a career that would allow me to make a meaningful difference in the lives of others and provide me with the flexibility to care for my family so in 1998 I began my career at Freedom 55 Financial. I thoroughly enjoy helping my clients reach their goals by developing wealth management plans leading to their long-term financial success. In July 2011, I incorporated my financial business as Soterra Financial Group Ltd. to continue to build a financial advisory practice that would thrive on the value and promise of Building the Foundation for Your Future.

How I Enjoy Working with Others

When people don’t have a financial or retirement plan, it can be difficult for them to reach their goals. My great passion is helping people feel secure with their financial situations. I help and guide my clients by taking a look at where they are now and where they want to be. Once I understand the unique definition of their financial foundation, I develop a comprehensive wealth management plan to help them achieve their dreams so they can experience financial peace of mind.

I take the time to really listen to what matters most to my clients and make them feel comfortable by answering all of their questions. I know that no single approach is the right one for every individual, family or business, so every client receives a customized plan for their personal situation. I have earned my Certified Financial Planning designation and have completed a Business Owners Specialist course in order to provide my clients with the most professional advice.

My Credentials

• Certified Financial Planner (CFP®) Designation – Advocis & Member of Advocis
• Business Administration Certificate – College of Commerce University of Saskatchewan
• Labour Sponsored Investment Funds Course – Sask Works
• Business Owners Specialist Course – London Life Insurance Company

 

What Else Am I Passionate About?

I have lived in Saskatoon for more than 40 years and I enjoy being part of Saskatoon’s vibrant community. Outside of my work, my husband and I spend time with our children and grandchildren. We love living in Saskatoon and have been involved in this vibrant community for more than 35 years. When I’m not spending time with family, you can find me cheering for the Saskatchewan Roughriders, curling, golfing, or walking.

Why I Love What I Do…

I am proud to call Saskatchewan my home. The foundation of this province is built on the strong values lived by generations before me, which I embody. Work hard, be a good neighbor, and look after your family and friends; Do the right thing.

We build our lives on the foundation laid by those before us. It is from there we find the integrity and strength to navigate through life transitions. Some are enormously challenging, like the death of our loved ones, caring for others, unexpected career or life changes. Some on the other hand provide us with exciting opportunities to build and solidify our future, such as preparing for retirement or leaving a legacy. This is the place where I most love to work, and where I feel I make a difference. I listen closely, seek to understand each client's unique situation, and answer questions. From there I create a customized financial plan for the individual client. I’m intensely passionate about this and have devoted my time to obtain meaningful education and designations, such as the Certified Financial Planner, Registered Retirement Consultant and Chartered Life Underwriter.

How I Enjoy Working with Others

I meet people where they are, in the heart of their situation, and in the place that fits best for them, around the kitchen table, in the field at harvest, at the jobsite, or at the office. The work happens where it needs to happen. The people with whom I work with, say they leave feeling optimistic about their future, focused with a financial plan tailored to their specific needs and free to turn their time and attention to whatever is important to them.

I’m proud to be described as someone who walks their talk, a real, tell it like it is person, who loves a good laugh, is well respected in community and business, and ferociously loyal to her people. The foundational values of this province, to do the right thing, run deep and wide within me. It’s why I’ll always be a prairie girl at heart. Saskatchewan is home, it’s where my people are.

My Credentials

• Certified Financial Planner (CFP®) Designation – Advocis & Member of Advocis
• Chartered Life Underwriter (CLU®)
• Registered Retirement Consultant (RRC®)
• Bachelor of Commerce – University of Saskatchewan
• Leadership & Development Certificate – University of Saskatchewan
• Labour Sponsored Investment Funds Course – SaskWorks
• Medical Radiologic Technology Diploma – SIAST

 

What Else Am I Passionate About?

Golfing!!! I. Love. Golf. And if it is not golf season, I can be found singing with Joy of Vox (a 200-member choir), volunteering, and spending time with my spouse, Jason, and my dog Ebony.

Why I Love What I Do…

I take pride in calling Saskatoon my home, having been born and raised in Saskatoon.  Despite living here my entire life, I have seen first-hand the adversities my parents had to overcome as first-generation immigrants to Canada.  I understand the value of time and money, and due to my families personal experience, I decided to pursue a career in the financial services to help others understand the importance of financial planning.

Since starting my practice in 2008, I have been passionately dedicated to helping clients build, grow and protect their wealth one family at a time.  Today, I am just as passionate and inspired about making a meaningful difference in the lives of those I work with – helping them create financial stability and prosperity.  I look forward to maintaining trusting and long-lasting relationships with my clients.

How I Enjoy Working with Others

I thoroughly enjoy bringing my clients through our comprehensive financial planning process to ensure they are fully aware of how to achieve their goals from a wealth and risk management perspective. I especially enjoy working with those who understand, value, and are committed to the financial planning process because it is the cornerstone of achieving financial peace of mind. 

I started off my career and continue to be highly motivated and passionate about helping people plan and achieve their goals.  I love doing what I do!

My Credentials

• Certified Financial Planner (CFP®) Designation
• Labour Sponsored Investment Funds Course – SaskWorks
• University of Saskatchewan, Finance

 

What Else Am I Passionate About?

My family. My husband, Lewis, and I keep ourselves busy with our inquisitive and active daughter, Leighton, whose thirst for life is infectious! Coming from a large family, we enjoy visiting my parents and grandma, and spending time with family and friends. My downtime is spent on puzzles of all sorts!! 

I enjoy a balanced lifestyle and like many people I thoroughly enjoy traveling with my family.  My favourite place to travel is Santorini and the city on the top of my bucket list is Tanzania.

Why I Love What I Do…

I take great pride in creating a meaningful difference in the lives of my clients – and I firmly believe it’s paying attention to the small things that has the biggest impact on creating financial stability and future prosperity.  

I especially enjoy seeing the impact my work has on the quality of their life – whether it is helping them fund education for their children, sleeping better at night because Ts are crossed and Is are dotted, working toward achieving financial independence, navigating significant life events, or celebrating retirement. It’s why I do what I do.

How I Enjoy Working with Others

For the past 23 years as a Financial Security Advisor, I’ve enjoyed providing my clients with solutions to various aspects of their wealth management which involves having a clear understanding of their financial security planning, investment management, risk management, estate planning, and wealth management goals. This includes working alongside business owners and individuals with their group benefits and group retirement plans.

Today I continue to be passionately committed to helping my clients simplify, organize and coordinate all aspects of their wealth so they can focus on what matters most to them. I help take the complexity away.

My Credentials

• Member of Advocis (Professional Association for Financial Advisors)
• Currently working towards the Certified Financial Planning (CFP) designation

 

What Else Am I Passionate About?

I enjoy spending my downtime with my spouse, Tammy, and our adorable puppy, Ebony. In our spare time, we love to golf, visit with friends & family, as well as travel. 

Giving back has always been something that's important to me. I enjoy being active in fundraising for different events over the years. This includes the Easter Seals 24 Hour relay, Juvenile Diabetes Foundation and others events throughout the city.

Why I Love What I Do…

My strength and passion lies in connecting with people and I approach each interaction with a genuine desire to add value and make a positive impact on the lives of those I work with.

With over a decade of experience in working with customers service, I have enhanced my skills in creating meaningful connections and providing exceptional service. My ability to understand our clients and make them feel heard and understood is invaluable. I find immense satisfaction in being able to connect with individuals on a personal level, understanding their unique perspectives, and tailoring my approach to meet their specific needs. Caring is my super-power!

 

How I Enjoy Working with Others

I play a crucial role as a bridge between our clients and advisors, acting as a communication facilitator to ensure a smooth and comfortable interaction. Building strong relationships and effective communication is the key in such a role, as it enhances trust and satisfaction for both clients and advisors.

My dedication to customer satisfaction goes beyond the transactional aspect of the job. I take pride in my ability to empathize with clients, anticipate their needs, and find innovative solutions to enhance their overall experience. Building trust and fostering long-term relationships is a priority for me, and I am committed to consistently delivering high-quality service.

 

Fun Facts

I am grateful for my family, my son, Pranav Sharey, who brings tremendous joy. The bond we share, engaging in various activities together is the highlight of my life. Learning and experiencing with a 3-year-old can be incredibly enriching. Their curiosity and energy often bring a new perspective and happiness in life.  I enjoy small moments. I love to participate in volunteering any events for Canadian Cancer Society or helping at Health sector events.

Why I Love What I Do…

As a Financial Assistant, I have an opportunity to work collaboratively with our Advisors and clients to make a meaningful impact on what they are trying to achieve. I thrive on exceeding expectations, problem-solving, managing complex issues and proactively seeking opportunities to learn and grow professionally.

I’m so grateful to wake up every day excited about the work I get to do and the difference I know I make.

I’ve completed an MBA in Finance and a Bachelor’s Degree in Commerce.  I also bring with me over a decade of practical experience working in the financial services industry. I am very passionate about my professional career and pour my heart into my work.

 

How I Enjoy Working with Others

I absolutely love working with others and collaborating on a team brings out the best in me. I enjoy brainstorming ideas and finding solutions together. As a Financial Assistant my focus is overall operational support for our Advisors and in doing this, I know that ultimately, I am impacting our clients and their experience with our team.

 

What Else Am I Passionate About?

I was born and raised in India and happy to call Saskatoon my new home. I enjoy spending time with my husband and together we enjoy visiting with friends and enjoy cooking Indian foods.  I especially enjoy indulging in travel and shopping.