Our specialized team of 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.
Our Wealth Team can guide you with:
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:
Pete Deisroth
Wealth Advisor
"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."
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.
Paulette Symak
Wealth Advisor
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."
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
Wealth Advisor
"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."
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 Shuswap.
Tyler Piccini
Wealth Management Associate
"I strive to help members achieve their financial goals and grow their wealth in the most effective ways possible, and am committed to financial literacy for the everyday person."
Tyler has gained extensive experience during his 12 years in the financial industry. He started as an independent financial advisor in Edmonton, AB, where he offered holistic investment and insurance advice to his portfolio of clients. He has worked as a mortgage advisor and obtained his mortgage broker license to further help families with things like debt consolidation, buying a new or first home, and understanding their lending products better.
Wanting to be a bigger part of the local community and local banking services, he started with SASCU in 2021 as our Broker Specialist. This role was primarily responsible for mortgage advice, but Tyler was able to draw on his experience as a financial advisor to spot opportunities for our members to optimize their investment portfolio and tax situation and in turn, enhance their wealth.
SASCU Wealth was fortunate to have Tyler join the team in 2023 as our Wealth Management Associate. Tyler strives to help members achieve their financial goals and grow their wealth in the most effective ways possible, and is committed to financial literacy for the average Canadian. He is passionate about educating members on the options they have: to pay lower interest rates, pay lower taxes, and achieve greater returns, all while planning for the future for themselves and their families.
Tyler was raised in Salmon Arm and while moving away for a time to explore other areas, he has settled back into the Shuswap with his wife and 2 children. When not in the office, Tyler enjoys fishing, camping, BBQing and watching movies.
Kim Parker
SASCU Wealth Assistant
"Let's make the most of your money."
Nicole Mercereau
SASCU Wealth Assistant
"Feel secure knowing your investments are in good hands."
Nicole has been in the Credit Union industry since 2006. She joined SASCU when she first moved to Salmon Arm in 2015. Nicole has a diverse background at SASCU offering her a unique knowledge base to assist clients and colleagues.
After working in all 3 divisions within SASCU, she's found her niche in the Wealth Department and obtained her Mutual Funds License in 2020 to be a fully licensed assistant.
In Nicole’s spare time, you will find her enjoying local hiking trails in all 4 seasons or paddle boarding and kayaking throughout the summer months.
Randi Northeast
Director, Wealth & Insurance
As the Director of Wealth & Insurance, Randi is responsible for the leadership and strategic direction of SASCU’s subsidiary business lines. Having been in the financial services industry for 25 years, she has extensive experience in retail banking, asset management, enterprise risk, regulatory compliance, and governance.
As the Director of Wealth & Insurance, Randi is responsible for the leadership and strategic direction of SASCU’s subsidiary business lines. Having been in the financial services industry for 25 years, she has extensive experience in retail banking, asset management, enterprise risk, regulatory compliance, and governance. Randi holds designations in financial planning (PFP®) and Risk Management (CRM®) and has completed the Chief Compliance Officer (CCO) Qualifying Exam.
Randi is passionate about the sustainability and growth of youth sports programs. She sits on the Board of Directors for the Salmon Arm Skating Club and Salmon Arm Minor Baseball, and coaches athletes in both organizations. Originally from BC’s Lower Mainland, Randi moved to Salmon Arm with her husband and 2 young sons in 2017 and hasn’t regretted it for a moment! When not on the ball field or at the rink, she spends her free time gardening, baking, and spending time with family and friends.
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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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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Talk to your Advisor about our Mutual Fund options. It's time to diversify your investment portfolio.
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every step of the way.
