As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
As the founder of R Financial Group, Darrell's primary role is to advise clients on how to navigate financial planning, tax, and investment decisions. Darrell focuses on providing clients with unbiased advice in order to help them clarify their goals and objectives. This often includes building a plan that takes into consideration investments, estate planning, tax strategies, wealth protection, and preservation. All mutual funds are sold through Portfolio Strategies Corporation, and all other products and services are offered through R Financial Group Inc.
Darrell is married to Susan and has four adult children. Outside of analyzing numbers, Darrell can be found outdoors. During the summer, the lake is the place to be, and during the winter months, downhill and cross-country skiing continues to be his lifelong passion. His long-term goal is to ski past 70 years of age because that's when lift tickets are free.
Kellie Katchuk, CFP®
Kellie has been working in the investment industry for over 13 years. She proudly holds her Certified Financial Planner designation and is a licensed life/group/disability/travel insurance agent.
Focusing on providing comprehensive financial planning services, with a client first approach, she thrives on examining every financial aspect of the client situation. Providing no fee financial plans, Kellie's goal is to help you navigate through every phase of life. All mutual funds are sold through Portfolio Strategies Corporation, and all other products and services are offered through R Financial Group Inc.
Kellie is married to Ryan and they enjoy spending time with their son Noah and travelling.
Karen started her career with a large financial institution in Regina and joined R Financial Group in 2012. With almost 20 years of experience she offers a trusted client experience with strong organizational skills and knowledge of back-office systems. Karen has completed her Canadian Securities Course and is also a licensed life/group/disability/travel insurance agent.
Karen is married to Mark and with three children and they keep busy with sporting activities.
With over 25 years of professional financial experience, Tracey joined R Financial Group in 2017. Prior to joining RFG, she worked at a large financial institution here in Regina.
Tracey has extensive experience in identifying transaction and communication solutions in addition to the structuring of documents. Tracey's support experience, having worked in processing, gives her the necessary skills to assist our team and provide exceptional service.
Tracey is married with three adult children and four grandchildren. She enjoys spending time with her family, traveling, the outdoors, gardening, and golfing.