Wendy Cooper, CFP, B.Admin

Certified Financial Planner and Investment Representative

Tammy Richmond, CFP, B.Comm

Certified Financial Planner and Investment Representative

Products and Services

Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.

We have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.

For Businesses

  • Group benefits to help you recruit and retain employees
  • Various types of insurance to help you protect your business
  • Banking solutions tailored to fit your needs
Click here for Businesses

For Individuals

  • Insurance products to help you manage risk and unexpected costs
  • Investment products to help you plan for retirement and reach your financial goals
  • Mortgage products to help you make home ownership a piece of your plan
  • Banking solutions tailored to your needs
Click here for Individuals

Arrange to meet* with us today to discuss your financial security plan and how these products and services could help you meet your needs and goals.

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.

* The use of email is not a secure medium and personal information should be transmitted by more secure means.

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

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