To Book An Appointment –
Janea Dieno, Wealth Advisor – Click here for her calendar (existing clients only): calendly.com/brightrock
- Janea will review your financial plans including your retirement plan, investment strategy and insurance plans
- For new clients, please contact the office at 306-979-5000 to schedule a 30 minute introduction call
Jordan Macpherson, Associate Advisor – Click here for her calendar: calendly.com/insurance_brightrock
- Jordan will review your existing insurance policy with you
- Jordan will complete your insurance application with you
For NEW clients –
- You will start with a 15 minute phone call with Janea Dieno so we can find out more about you and what you are looking for.
- After our phone call we can schedule a time to get together. You will be asked to bring in some of your documents to prepare your financial plan.
- Please contact the office at 306.979.5000 to schedule a call.
For EXISTING clients –
To review your investment, insurance and financial plans, please select from the above!
Alternatively, please feel free to call our office anytime at 306.979.5000.
Suite 114 – 3502 Taylor Street East
Saskatoon, SK S7H 5H9
Office Tel: (306) 979-5000
Fax: (306) 956-3872