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Discovery Financial Group Inc.

Discovery Financial Group Inc.

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  • At Discovery Financial

    We believe there is a better way.

     

     

  • At Discovery Financial

    We believe there is a better way.

     

     

  • At Discovery Financial

    We believe there is a better way.

     

     

   

 

Click here for Employee Benefits

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About Us

As financial security advisors, our mission is to build a plan tailored to help meet your specific needs. We’re dedicated to understanding your goals and providing you with the professional advice needed to help you achieve those goals.

 

Our Philosophy

We work to help secure and enhance your net worth, through proper management of your personal and corporate assets using our knowledge, our experience and our strategies.

 

Our Process

To build financial security plans, we use a proven process based on the four cornerstones of financial security – financial security at death, at retirement, liquidity and in the event of disability and critical illness. Working together, we assess your total financial security planning needs regarding retirement, insurance, major purchases and education – then we look at product solutions to help address those specific needs.

OUR SERVICES

When it comes to financial planning and wealth management, every situation requires a unique solution. The combination of efficient strategies, tax-effective planning, innovative products and effective execution are key to our approach.

 

Investments

Investments play a key role in your financial security plan. A mix of registered and non-registered savings and tax reduction strategies will help achieve your goals.

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Insurance

Insurance is essential to any comprehensive financial security plan. It can help protect you and your family from the unknown.

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Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

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Philanthropy

Is the sense of caring, nourishing, developing and enhancing "what it is to be human" on both the benefactors' (by identifying and exercising their values in giving and volunteering) and beneficiaries' parts.

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Our Team

Learn more about our amazing team of professionals.

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Scott Lissoway, CFP, CHS

Senior Wealth Manager By Private Referral

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Scott Lissoway, CFP, CHS

Email: scott@discoveryfinancial.ca

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
  • Past trustee of the Queen Elizabeth II Hospital Foundation
  • Past member of Grande Prairie Rotary Club
  • Past director of United Way Grande Prairie

Bio
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Jeremiah Richardson, B.Comm, CFP, RHU

Wealth Manager

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Jeremiah Richardson, B.Comm, CFP, RHU

Email: jeremiah@discoveryfinancial.ca

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 16 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, Sawyer, and Emmett. 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.

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Liz Kushner

Group Operations Specialist

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Liz Kushner

Email: liz@discoveryfinancial.ca

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.

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Judy Callioux

Group Operations Specialist

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Judy Callioux

Email: judy@discoveryfinancial.ca

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.

Bio
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Heather Cowger, ACS

Individual Operations Specialist

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Heather Cowger, ACS

Email: heather@discoveryfinancial.ca

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.

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Kayla Richard

Group Operations Specialist

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Kayla Richard

Email: kayla.richard@discoveryfinancial.ca

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.  

Bio
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Erin Lafond

Marketing and Public Relations

BAdmin/Marketing

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Erin Lafond

Phone: 780-513-8323

Mobile: 780-402-9110

Email: erin.lafond@discoveryfinancial.ca

Erin moved to Grande Prairie in 1996 to attend and graduate the marketing program at GPRC. For the last 20+ years, Erin has been involved in the marketing of both large corporations and individually owned companies. She's a strong community supporter, being involved in numerous charities and non-profit groups. She sincerely believes we should leave the world better than we found it.  Erin is our client liaison, party planner, event coordinator and brand ambassador. For our corporate clients, Erin can assist with staff parties, client events and fundraisers.  

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Resources

We've got the resources to keep you informed.

 

Events/Seminars

 

Useful Websites

Phone: 780-513-8323
Toll Free: 866-513-8323
Fax: 780-513-8893
Email: inquiries@discoveryfinancial.ca

#203, 10134 – 97 Avenue , Grande Prairie, AB T8V 7X6

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