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.

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.

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.