My passion is to help you meet your personal financial goals. I collaborate with other professionals in the community to offer customized solutions. Whether it be saving for education, retirement, wealth management or estate planning, and insurance, I am here to support you to make the best financial decisions for you and your family today and into the future.
I have spent most of my career in finance, while also being an entrepreneur and coming from a farming family I understand the challenges and opportunities that members of our community face when putting forward a solid financial plan. It is most important to me that you are confident in the financial decisions that you make, so I take the time to get to know you and talk you through different options, as a trusted partner.
I have lived in the Yorkton Community my entire life and I am passionate about supporting the people here. Over the years, I have volunteered with many organizations, most recently I focus my efforts with the Rotary Club of Yorkton, The Health Foundation and Close Cuts for Cancer.
It is my pleasure to work with many wonderful people in our region. My Branch Administrator Jenn and I would be happy to welcome you to our office for a coffee to answer any questions you may have, or a complimentary portfolio review.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Wealth Protection Strategies
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Wealth Protection Strategies
My Personal Interests
- Gardening
- Golfing
- Health & Nutrition
- Pets
- Spending Time with Family
Personal Interests
- Gardening
- Golfing
- Health & Nutrition
- Pets
- Spending Time with Family
Office Information
Phone Number
Linda E Ouart at (306) 786-2111Branch Team
- Jenn Jones
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Branch Team
- Jenn Jones
- Branch Office Administrator
Branch Team
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