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Partner & Advisor | Marie@fdgteam.com
I am a Certified Financial Planner with over 30 years’ experience in the financial services industry. I work closely with clients who care about their financial future, and assist them in developing and implementing their own unique financial plans.
My focus is to provide financial planning services, strategies and products for my clients so they can achieve their goals. I view every client as unique and I approach the financial planning process according to my clients own needs and comfort level.
I have a strong commitment to continuing my education which I believe adds value to my clients. I share this knowledge with my clients so they can make informed decisions, specifically tailored to their situation.
Any activity in relation to my title as Partner of Financial Destinations Group is related to my insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd.
Partner & Advisor | margaret@fdgteam.com
I joined the FDG team in 2012 and advise businesses, individuals and families on how to provide protection from “life’s many risks”.
From personal experience, I know that life has a way of taking some unexpected turns. Unfortunate events can happen to anyone and, when they do, a sound financial plan is one thing that can help. Life, disability and critical illness insurance are important options to consider to help protect one’s health and financial security. My goal is for each client to have confidence in answering these questions “If something should happen to me, will my family be OK?” and “Will I ever have enough to retire and how much money do I really need?”
Having built strong relationships with business owners, I love helping companies develop tailored group benefit plans that will help attract and retain quality employees.
Born and raised in Edmonton, I have worked in the media, the mortgage industry and also manage a real estate portfolio.
I am also a connoisseur of fine wine!
Licensed Marketing Assistant | b.atchison@fdgteam.com
I joined the FDG team in January 2020 as a licensed professional with over 20 years of experience in the financial services industry. I have worked in administrative roles at a few small independent brokerages and worked as a Financial Advisor at Edward Jones prior to joining FDG. I get a lot of satisfaction from helping others, I’m happy to share what I’ve learned, and I believe there is something to learn from everyone. I’m excited to be a part of this amazing organization and look forward to getting to know our clients.
I love live music and theatre and enjoy camping, biking, and karaoke.
Administrative Assistant | Sheena@fdgteam.com
With over 12 years of experience as an Administrative professional specializing in legal practices, I am excited to be the newest member of the FDG Team.
I am well versed in best business administrative practices ensuring compliance and efficiency. As I delve into the financial services industry I look forward to assisting individuals in many different capacities while learning everything this industry has to offer.
I have a passion for adventures of any nature with friends and family and when off the clock I enjoy good company, food from all over the world and various entrepreneurial endeavors.
Licensed Marketing Assistant | Jeannette@fdgteam.com
I am excited to be back on the FDG Team! Originally joined the team in 2004, I have returned to work with our amazing existing clients that I already know and the new ones I am soon to meet. It’s my passion assisting clients and helping them get what they need done in a quick and efficient manner.
I am a licensed administrative assistant and have been in the industry for more than 17 years. I have had the opportunity to worked in many areas of the insurance and investment industry that has given me the experience that I have to help clients in a variety of ways.
When not working, I enjoy spending time with my family and friends, reading a good book or taking off for a relaxing getaway!
Administrative Assistant
I recently joined the team at Financial Destinations Group as an Administrative Assistant. I have more than 15 years of experience in high-volume operations and management within the hospitality industry, though I have always had a passion for the financial services industry. I’m currently working toward my QAFP designation and am excited to support clients achieve their financial goals. I bring a strong work ethic, organizational skill, and genuine dedication to client service to everything I do.
In my personal time, I enjoy spending time with my daughter and family, and gardening. I look forward to learning all I can from the team at FDG.
