I became a financial advisor because I have a need for knowledge; this extends to an understanding of my clients and their individual unique life goals. I truly and patiently love helping people, businesses and families work through financial decisions that they may face throughout their lives. Regardless of the circumstance, protecting my clients wealth is a core pillar during each of these life events. Partnering with individuals and families and helping them to navigate a path towards their life goals, with less uncertainty and greater confidence is why I do what I do.
I grew up on a farm in southern SK and had the amazing experience of being involved in traditional farming. We raised cattle, chickens, turkeys, which left me with a passion for agriculture, we also operated smaller scale grain operation. This experience left me with a deep respect for hard work, spending time with family and truly understand what our farming communities go through.
I started my financial career in the banking industry in 2001,
I truly believe in community supporting community I strive to promote local business and to make our community a better place. I volunteer 3 days a week in the fitness industry and I am a new Rotary member.
I am a wife and proud mother of three children, I very much enjoy the experience of being a mom who is involved with teenagers and the seemingly endless amount of activities they pursue! Regardless of whether I’m watching them during sporting events, or spending time with friends and family, I’m incredibly proud to have a front row seat as they become young adults. Being a tight knit family of five, we live for big experiences and little moments.
My goal after our meetings is that you leave with a sense of peace and understanding and feel confident knowing you have a financial strategy in place.
I'd love to meet with you in person or for a virtual coffee. Give me a call at 306-752-2810 or email me at [email protected].
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Education Savings Strategies
- Wealth Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
My Personal Interests
- Baseball
- Camping
- Fishing
- Health & Nutrition
- Outdoor Enthusiast
Office Information
Office Address
816 Main StMelfort, SK S0E 1A0 opens in a new window
Phone Number
Bobbi Lyn L Weiman at (306) 752-2810- Liezel Du Toit
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Connect on Social
- Liezel Du Toit
- Branch Office Administrator
Branch Team
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