Darcie is a go-getter. She is always looking for ways to go above and beyond for her colleagues and clients.
Darcie has built her career and her education from the ground up and received a variety of investment certifications in 2008 and 2009. She is a lifelong learner who is eager to soak up information on the latest trends and intelligence in the industry.
Her career has taken the same sort of ground-up trajectory, starting as an administrative assistant in the late 1990s and moving up through a series of progressively more challenging administrative roles. Before joining Pat’s team eight years ago, she was the Manager of the Prince Albert Youth Soccer Association.
Soccer has also been a passion for Darcie outside of work. She was appointed to the Saskatchewan Soccer Association (SSA) in 2010 for a two-year term. Darcie played an intricate role on the Finance and Audit Committee. Under her watch, policies and procedures were redefined and changes to the overall accounting processes were implemented. She assisted with the budget, strategic plan and general operations. Darcie continues to be a liaison with the SSA board and is currently on its Membership and Resolution Committee.
Darcie is licensed in mutual funds, segregated funds and insurance. She is currently completing her CERTIFIED FINANCIAL PLANNER® designation.
Pat Weir is all about giving back. Not only is she one of Saskatchewan’s best known and trusted personal financial advisors, she also works hard at making the world a better place by donating her time generously both at home and abroad.
Pat is an established leader in Saskatchewan’s financial planning industry. She achieved both the CERTIFIED FINANCIAL PLANNER® designation as well as the prestigious Registered Financial Planner certification more than 20 years ago.
Laurianne is a financial advisor who is passionate about helping women gain greater control and responsibility over their financial lives. Whether her clients come to her for retirement, loss of a loved one, or divorce, Laurianne has the expertise to solve most any challenge.
Shannon had been a client of Pat’s for 18 years before joining the team. Pat has always been impressed with Shannon’s diligent investing, her ability to take advice, and her understanding of the industry.
Shannon has a Bachelor of Commerce degree in Human Resource Management from the University of Saskatchewan. She spent almost two decades working as an instructor of business administration at the Saskatchewan Indian Institute of Technologies, teaching basic accounting, economics, organizational behaviour and statistics.
As a busy working mom, Shannon relates to many of Pat’s clients. Shannon has three daughters, all of whom take dance. As a “dance mom,” she dedicates much of her spare time to helping her daughters and their classmates with practices and recitals. Always up for learning something new, she has even given dance a go herself by taking adult tap classes.
Shannon says she’s excited to be working with Pat and Darcie, noting that they are great teachers and that the three of them are like a little family unit.