Wendy Cooper, CFP, B.Admin

Certified Financial Planner and Investment Representative

Tammy Richmond, CFP, B.Comm

Certified Financial Planner and Investment Representative

About

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Wendy Cooper, CFP, B.Admin

Certified Financial Planner
Investment Representative

306-934-7060 Ext. 4242
306-934-5210

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 my clients by taking a look at where they are now and where they want to be.  I then develop a plan to help them achieve their dreams so they can feel at peace.

 I listen to what really matters 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 utmost professionalism.

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. 

I am motivated and inspired by being around people and am always pleased to make new connections.  Please feel free to contact me at wendy.cooper@f55f.com anytime.

Tammy Richmond, CFP, B.Comm.

Certified Financial Planner
Investment Representative

306-934-7060 Ext. 4238

Tammy has resided in Saskatoon for over 25 years and is proud to call it home.

Tammy’s education includes a diploma in Medical Radiation Technology from Saskatchewan Institute of Applied Science and Technology (SIAST), a Bachelor of Commerce degree with Marketing major, and a Leadership and Development Certificate from the University of Saskatchewan. She received her Certified Financial Planner designation in June 2013.

Tammy joined Freedom 55 Financial in 2009 after being Wendy’s client for over 10 years. Wendy’s professionalism, knowledge and level of integrity influenced Tammy’s decision to work with Wendy. Together, they are developing long-term relationships built on trust and client satisfaction.

Integrity, honesty and respect are traits that Tammy strives to embody while she develops her understanding of clients challenges, opportunities, lifestyles and goals. Once she has an understanding of their goals, she will work with them to develop financial solutions to best meet their individual needs.

Tammy has been involved with numerous charitable organizations in the past including the Children’s Wish Foundation, Saskatoon Soroptomist, Canadian Cancer Society, Bridge City Boogie, the Saskatchewan Association of Medical Radiation Technologists, and the Mothers, Sisters, Daughters Breast Cancer Awareness evening. She has been a volunteer member of the Saskatoon United Way’s Community Investment Panel, co-chair and chairperson of the Business and Professional Women of Saskatoon International Women’s Day Dinner in 2011 and 2012. Currently she is the president of Business and Professional Women Saskatoon Club (2012 to 2014) and the secretary of the Canadian Federation of Business and Professional Women (2012 to 2014).

Tammy looks forward to meeting you no matter what your stage of life. Whether you’re just starting out, ready to retire, or a business owner, she will help you define your goals and develop a financial security plan to help you achieve them.

 

 

Alisha Dubiel

Marketing Associate

(306)934-7060 ext 4272

Alisha grew up in Foam Lake, Saskatchewan and moved to Saskatoon after graduating from Foam Lake Composite High School in 2006.  She completed the Financial Securities Assistant program and graduated with honors from Saskatoon Business College in 2008.  At that time she also completed the Canadian Securities Course.

Alisha joined Freedom 55 Financial in the fall of 2008 as a marketing associate and has been working alongside Soterra Financial Group Ltd. the entire time.  She provides administrative support to Wendy and Tammy and is committed to providing caring and consistent client service.

 

The information on this website is intended for residents of Saskatchewan only.

Click here to view legal, copyright and trademark information

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. used with permission.

Insurance products, including segregated fund policies are offered through Soterra Financial Group Ltd., and Wendy Cooper and Tammy Richmond offer mutual funds through Quadrus Investment Services Ltd.

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Representing Freedom 55 Financial, a division of London Life Insurance Company

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