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wealth meet the team

Meet the Team

Whether you're a beginner or experienced investor, our Wealth Advisors will assist you in meeting your financial goals.
 
 

Our Wealth team is here to serve you

 

Pete Deisroth

Investment Specialist 

"Looking for a financial coach? I'm here to offer tailored advice to ensure your needs and goals are met. While I specialize in asset management, retirement and income planning, I am also licensed and available to advise on insured investment products (segregated funds). Together we'll discover what your next steps are."

SASCU Wealth

Call: 250-833-4466
Email: petedeisroth@sascu.com

Pete offers over 12 years of experience in the financial industry having spent time as an account manager, mortgage broker, and credit coach prior to joining SASCU Wealth as an Investment Specialist.

Pete’s goal is to build and develop long-lasting relationships with his clients in order to ensure that their needs are met and goals identified over the long-term. He works with his clients to help them discover solutions that will set them up for financial success, not only as individuals but for future generations. Pete specializes in asset management, retirement and income planning, and is licensed to advise on insured investment products (segregated funds).

Outside of the office, Pete coaches his sons’ baseball and hockey teams. He’s also a board member with Salmon Arm Minor Baseball (SAMBA), and with the Sicamous and District Museum and Historical Society. His family loves the outdoors. Often you can find them alpine skiing, snowshoeing, mountain biking, camping, and hiking. Before entering the financial industry, Pete worked for 25 years as a high-performance alpine ski racing coach in the US and Canada.

 

Blaine Anhel

Life Insurance Specialist 


"I'm SASCU Wealth’s Estate and Business Succession Planner. I offer advice on life insurance solutions and provide specialized counsel for business owners, guiding you through tax planning, buy/sell agreements, key man insurance, critical illness, and disability policies."

SASCU Wealth

Call: 250-833-4466
Email: blaineanhel@sascu.com

With considerable experience in the insurance industry, Blaine employs empathy as well as expertise when analyzing each member’s unique situation and recommending solutions that best fit their needs. As SASCU Wealth’s Estate and Business Succession Planner, he offers advice on life insurance solutions and provides specialized counsel for business owners, guiding them through tax planning, buy/sell agreements, key man insurance, critical illness, and disability policies.

Blaine works with other members of the SASCU Wealth team to contribute the specialist knowledge as required to design a comprehensive financial plan. He is a 4-time qualifier for the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals and is currently working towards his Chartered Life Underwriter (CLU) designation.

Blaine moved from Alberta to the Shuswap with his family in 2002 and still feels so fortunate to reside in such a beautiful area. 

 

Paulette Symak

Investment Specialist 

CSC, PFP®

"For your retirement and income planning, trust and estate planning, and investment management, I'm your person. I'll work with you through life's events to ensure your investment strategy and financial plan continue to meet your specific needs." 

SASCU Wealth

Call: 250-833-4466
Email: paulettesymak@sascu.com

As an Investment Specialist, Paulette provides investment advice and solutions tailored to each member’s unique financial goals and objectives. With more than 30 years in financial services, Paulette specializes in retirement and income planning, trust and estate planning, and investment management. She has achieved her Canadian Securities Course (CSC) and her Professional Financial Planning (PFP®) designation.

Paulette is firmly committed to long-term relationships with her members. She works with them through their life events to ensure their investment strategy and financial plan continue to meet their specific needs. She takes great pride in her role and feels the biggest endorsement she can receive from a member is when they tell their friends and family about their positive experience.

When Paulette isn’t in the office, she is out in the Shuswap planning day trips or volunteering her time offering free, financial literacy seminars to groups in town.

 

Amanda Moga

Investment Specialist 

"As an Investment Specialist, I provide holistic planning to help you reach your goals. Specializing in investment management and retirement planning, I take the time to establish trust through open communication and dialogue. Have questions? I'm here to help."

SASCU Wealth

Call: 250-833-4466
Email: amandamoga@sascu.com

Amanda has been in financial services for more than 12 years and was with a “big 5” bank before joining SASCU in 2017. She is passionate about delivering best in class service, and spends the time needed with each of her members to get to know them and their unique financial objectives. As an Investment Specialist, Amanda provides holistic planning to help members reach goals, and specializes in investment management and retirement planning.

Amanda prides herself on establishing strong trust with clients through open communication and dialogue. She is an active listener who helps members make prudent financial decisions with their long-term goals in mind.

Raised in the Shuswap, Amanda values her community and is a regular SASCU Community Crew volunteer – often bringing her family with her to community events. She loves to travel and create memories with the family, but also enjoys a summer “staycation” in the in the Shuswap.

 

Kim Parker

SASCU Wealth Assistant 

 

Nicole Mercereau

SASCU Wealth Assistant 

 
Randi Northeast

We're here for you.

Our specialized team of Financial Planners and investment specialists bring your needs together in a plan built around you, your goals, risk tolerance, and values. Taking a holistic view of your financial life, our wealth management team will bring you unique strategies to help you achieve your vision for you and your family.

If you have over $100,000 in investable assets, succession planning needs, or complex tax requirements, we can help.

Email wealth@sascu.com or call 250-833-4466.
 

Champion your family's future

Efficiently and Effectively Transfer Your Estate

Ensure your assets go where you want them to go. Through estate planning, a Wealth advisor will work with you to discover your estate transfer objectives and develop a strategy to:

  • simplify estate transfer between generations,
  • minimize the cost, effort, and time required to settle your estate, as well as, direct estate distribution as lump sum, distribution over time, or a combination of both,
  • provide a legacy for your children, grandchildren, or favourite charity 
  • Provide estate distribution instructions to protect against your predeceasing an incapacitated spouse
Estate planning
 

Discover more

 

Financial advice

If you have a goal, we can turn it into an actionable plan. Whether it is buying a first home, a boat, or another large financial investment we can help. 

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Plan my estate

Create a legacy for the future. Ensure that your assets go exactly where you want and that they retain as much value as possible.

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Mutual funds

Talk to your Advisor about our Mutual Fund options. It's time to diversify your investment portfolio.

LEARN MORE
 

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc.

 

Online brokerage services are offered through Qtrade Investor. Qtrade Investor is a division of Credential Qtrade Securities Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc.