The newest member of our team brings with her a great deal of time spent in customer service and a special love for the financial industry. Bridgette directly assists advisors and the employee group benefit program. She's also involved in daily administrative tasks, as needed. Bridgette is a warm and inviting person with high attention to detail.
Individual Operations Specialist
Scott Lissoway, CFP, CHS, Senior Wealth Manager By Private Referral
As the founder of the firm, Scott has worked in the financial services industry since 1991. Scott’s focus on business owners, professionals and wealthy families have equipped him with a unique set of skills to apply to high net worth situations.
Scott’s expertise is showing qualified people how to help protect and grow their net worth with as little risk to capital as possible by using techniques and unique asset classes designed to help preserve capital, enhance yield, and allow clients to magnify the wealth of their families.
- Community Philanthropic Involvement
- Trustee of the Queen Elizabeth II Hospital Foundation
- Past member of Grande Prairie Rotary Club
- Past director of United Way Grande Prairie
Jeremiah Richardson, B.Comm, CFP, RHU, Wealth Manager
Jeremiah started with Discovery Financial Group in 2010 as the insurance and investment specialist. He brings to this role the expertise he gained as a Life Insurance and Investments Product Manager, responsible for the northern Alberta and northern B.C. region for a leading Canadian insurance company. He has been in the financial services industry for 15 years.
He specializes in creating estate and wealth solutions for high net worth individuals who are seeking tax reduction, wealth enhancement, retirement solutions and estate maximization. Investment portfolios are custom-built with diversification and risk mitigation in mind. As a Certified Financial Planner®, he utilizes a solutions-driven process to help ensure financial goals are achieved.
Jeremiah and his wife, Callie, have three very energetic boys, Wyatt (12), Sawyer (9), and Emmett (4). When he’s not out enjoying the outdoors, camping, hunting and fishing, he is busy as the Vice-President of the Estate Financial Planning Institute in Grande Prairie, a Big Brother Mentor, and his sons’ extracurriculars.
Kristen Yaceyko, RHU, Risk Management Consultant
Kristen has provided service for clients of Discovery Financial since 2003 for Grande Prairie and surrounding area. She has been in the financial industry for the past 16 years. She will provide service to meet your life, critical illness, disability insurance and employee health plan needs. She specializes in working with contractors and business owners giving them financial advice. Kristen has a deep knowledge of insurance contracts, investments and health plans. This ensures that she can find the right product for your specific situation. She is currently working towards earning her Canadian Financial Planners certification.
Kristen is active in Grande Prairie supporting community activities. She sits on the board for the Grande Prairie Hospice and Palliative Care Society for the past six years. The Grande Prairie Hospice and Palliative Care Society provides support for people living with life threatening illnesses and care for their loved ones. Kristen is also the event chair for the society, organizing the successful Swinging with the Stars Gala and smaller events in the community.
Group Operations Specialist
Liz joined the Discovery Financial team in 2001 with many years of experience in the general insurance industry. Her dedication to her role of helping ensure employees and business owners are taken care of is unmatched.
She specializes with Discovery Financial in all areas related to employee group benefit programs. Her duties include marketing existing and new group benefit plans with our many insurance providers to help ensure that we provide clients with the most suitable plan design for their employees at the most cost efficient rates. She is also responsible for assisting employers and employees with claims, changes, amendments, troubleshooting any problems with administration and medical or disability claims. Don’t be surprised when she seems to go far above and beyond what you expect. Her goal is to help ensure that employee group benefit plans are running in a smooth and efficient manner.
Judy Callioux, Group Operations Specialist
Judy joined the Discovery Financial team in January 2011. She brings 28 years of insurance industry experience with a high level of professional expertise in customer service and excels to help ensure that employees and business owners are well taken care of.
The end of 2013 Judy became a key contact for our employee group benefit programs. Her duties include marketing existing and new group benefit plans with our many insurance providers to help ensure that we provide clients with the most suitable plan design for their employees at the most cost efficient rates. She is also responsible for assisting employers and employees with claims, changes, amendments, troubleshooting any problems with administration and medical or disability claims.
Heather Cowger, ACS, Individual Operations Specialist
Heather joined our team in July 2014. Having spent the last several years in the insurance industry, she brings extensive experience and knowledge of products and administrative processing to our firm.
Heather directly assists the associates with the servicing of new and existing applications, as well as handling all the daily administrative processing, scheduling and client service for all individual business.
Heather’s attention to detail and client service experience adds extreme value to Discovery Financial.
Kayla Richard, Individual Operations Specialist
Kayla joined our team in January 2018. She brings with her many years of experience in the customer service industry.
Kayla directly assists the Advisors and the employee group benefit program, as well as handling the daily administrative processing, scheduling and client service for all individual business.
#107, 10134 – 97 Avenue
Grande Prairie, AB
T8V 7X6 Canada