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.
A guiding force and the founder of R Financial Group, Darrell is a primary advisor who helps clients navigate questions related to financial planning, tax and investment decisions. Darrell focuses on providing clients with unbiased advice in order to help them clarify their goals and objectives and simplify their financial lives.
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.
Kellie Katchuk, CFP®
I am pleased to be part of the team at R Financial in my role as a Certified Financial Planner (licensed in SK, BC and AB) as well as a licensed life/group insurance sales person.
CFP designation holders are regarded for their ability to provide clients with comprehensive financial planning services, always putting clients’ interests first.
I will strive to ensure your financial needs and objectives are met.
Strong organizational skills are Karen’s trademark at R Financial Group. She coordinates all back office transactions with existing and new accounts while overseeing the fund transfer process.
Clients and custodians depend on her sure hand in opening, accessing, and maintenance of their accounts.
Her 15 plus years of industry experience started with a large financial institution here in Regina.