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Who We Are
We are committed to helping people achieve their financial goals through a team approach. We want to ensure those who we work for and with have a high degree of trust.
Our team continually demonstrates their enthusiasm and commitment to ensuring clients receive responsive, innovative and professional service.
We would like to take the opportunity to introduce our partners and team.
Peter J. Tiani - CFP, R.F.P., Partner
Peter J. Tiani, CFP, R.F.P.
250-564-7484
ptiani@moneyconceptspg.bc.ca |
Peter was born and raised in Prince George. He began his career in the Financial Industry 19 years ago, when he worked for a Chartered Accountant. For the past 11 years, Peter has been working as a Financial Planner and has extensive knowledge in Estate & Business Succession Planning. His years in the Accounting Industry have prepared him well in Minimizing Taxes in these areas, as well as in Retirement and Investment Planning. His experience in personal and corporate taxes, real estate and business contribute greatly to his knowledge in financial planning. This knowledge has been instrumental in his ability to work with any type and size of business. Estate Creation and Preservation are always Top Priorities.
- Designations:
- Certified Financial Planner (CFP)
- Registered Financial Planner (R.F.P.)
- Accomplishments:
- Business Administration Diploma
- Specialty in Accounting and Finance
- Trades & Associations Current memberships:
- Advocis
- Financial Planners Standards Council
- Institute of Advanced Financial Planners
- Non-Profit Societies:
- Central Interior Loggers Association (CILA) - Treasurer & Director
- Ducks Unlimited Canada - Major Gift Committee
- Past Founding Director - Northern BC Friends of Children
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John Simkins, Partner
John Simkins
250-564-7484
jsimkins@moneyconceptspg.bc.ca |
John was born in Kelowna and has been in Prince George since 1985. His background in Corporate Banking has given him extensive knowledge in Business and Personal Finances. He specializes in Investments, Estate and Retirement Planning, Tax Minimization, Wealth Creation and Wealth Preservation for personal and corporate applications. His lifetime experience in the Financial Industry has been instrumental in his ability to find innovative solutions for personal and business clients.
- Accomplishments:
- Level 11 Life Agent
- Mutual Fund Representative
- Corporate Banking Diploma
- Systems Analysis Diploma
- Trades & Associations:
- Advocis
- Non-Profit Societies:
- Ducks Unlimited Canada - BC Council Chairman & National Director
- Spirit of the North Health Foundation - Past Director (2 years)
- Habitat Conservation Trust Fund - Past Director (12 years)
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Jan Simkins - PFP, Partner
Jan Simkins, PFP
250-564-7484
jasimkins@moneyconceptspg.bc.ca |
Jan was born in Ottawa and has lived in Prince George since 1985. Jan and John have two children, Jamie and Jocelyn and two grandchildren, Brittany and Thomas. Jan's 26 years in the Financial Services Industry has allowed her to gain extensive knowledge in Financial Planning in areas of Investments, Estate and Retirement Planning, Tax Minimization, Wealth Creation and Wealth Preservation. This experience has provided her with excellent knowledge to understand and develop financial strategies to assist people in meeting their lifetime goals.
- Designations:
- Personal Financial Planner (PFP)
- Accomplishments:
- Personal Financial Consulting Diploma
- Level 11 Life Agent
- Branch Manager
- Canadian Securities
- Non-Profit Societies:
- Duck Unlimited Canada - Committee Chair & Past Chapter Chair
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Rose Halsall - Executive Assistant, Partner
Rose Halsall
Executive Assistant
250-564-7484
rhalsall@moneyconceptspg.bc.ca |
Born and raised in Prince George, Rose & her husband Bruce have two boys, Eric and Adam. Rose has had experience in the Financial Industry for 17 years. As part of the Money Concepts Team since 1997, Rose has been alongside this growing franchise and is active in the sales and support of mutual fund investments and life insurance. She is currently working towards her Certified Financial Planner.
- Accomplishments:
- Level 11 Life Agent since 1998
- Mutual Funds Representative since 1996
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Sandra Pagnotta - Executive Assistant
Sandra Pagnotta
Executive Assistant
250-564-7484
spagnotta@moneyconceptspg.bc.ca
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Sandra is proud to be born and raised in Prince George along with her husband Luciano. Sandra began her career in the Financial Industry in 1989. In January 2007, Sandra joined the growing and dynamic Money Concepts team. She prides herself in providing great service and in keeping a great attitude. She is active in the sales and support of mutual funds, segregated mutual funds and life insurance. Sandra plans to enroll in the Certified Financial Planner course which will complement her work and expand her knowledge.
- Accomplishments:
- Level 11 Life Agent since 2002
- Mutual Funds Representative since 1994
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Fatima Hansen - Administrative Assistant
Fatima Hansen
Executive Assistant
250-564-7484
fhansen@moneyconceptspg.bc.ca
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Fatima was born and raised in Prince George, with her brother Jim, and parents, Silverio and Merita. She married her husband Dale in August 2006 and is enjoying married life. Fatima is new to the Financial Services Industry but has had extensive experience the past three years as a legal secretary at a local law firm. Fatima joined Money Concepts in 2006, as the Executive Assistant to Peter Tiani and Rose Halsall. Along with providing support to the sales team, Fatima plans to enroll in courses which will compliment her work and expand her knowledge. Fatima always brings a bright smile and positive attitude to work and daily life.
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June Mohr - Administrative Supervisor
June Mohr
Administrative Supervisor
250-564-7484
jmohr@moneyconceptspg.bc.ca |
June was born in Enderby, BC, and has lived in Prince George since 1966. Married to Ian, they have one daughter Aron, who lives in Toronto. June has been active in the Financial Services Industry for the last 8 years and has been with Money Concepts since 2003. June is there to answer your questions and is in charge of all the administrative functions.
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Carole Patterson - Administrative Assistant
Carole Patterson
Administrative Assistant
250-564-7484
cpatterson@moneyconceptspg.bc.ca
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Carole was born in Burnaby, BC and raised in Prince George. After spending time in Alberta and other areas of BC, she chose to move back to Prince George to raise her two children, Samantha and Brittnee.
Carole has more than ten years experience in the administrative field and five years experience in the education field as a financial administrator. In her spare time, Carole likes to read, watch movies and spend time with family and friends.
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Catherine Ablett - Receptionist (Director of First Impressions)
Catherine Ablett
250-563-8877
catherine@grouphealthnorth.ca |
Born and raised in Houston, B.C., Catherine moved to Prince George in 1999 with her husband Gordon. They have two children, Jacob and Madison.
With 5 years experience in the administration field, Catherine is passionate about helping people and looking forward to expanding her knowledge and experience within the Group Benefits field. she loves to spend quality time with family and friends, and enjoys hobbies such as crafts, photography, reading and movies.
- Education:
- Administrative Assistant Diploma
- Greatest accomplishment:
- Being a Mom
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Dawn Tiani - Administration
Dawn Tiani
Administration
250-564-7484
dtiani@moneyconceptspg.bc.ca |
Dawn was born in Ashern, Manitoba and moved to Prince George in 1967. She and Peter have three children, Josh, Jacob and Jenna. Dawn has been in the Financial Services Industry for the past 18 years. She started working with a Chartered Accountant Firm prior to moving over to the Money Concepts office when it opened in 1995. Her extensive experience in bookkeeping is a great asset to the firm.
- Non-Profit Societies:
- Northern BC Friends of Children
- Spirit of the North - Festival of the Trees
- UNBC Daycare - Board Member
- St Mary's School - Volunteer
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Sharon Nikkel - Manager Group Benefits
Sharon Nikkel
Manager Group Benefits
250-563-8877
sharon@grouphealthnorth.ca
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Sharon was born in Dawson Creek and has lived in Prince George since 1972. Sharon and her husband Greg have 3 children Michelle, Miranda and Mitchell. Sharon began her career in the Group Benefits field in 1986 specializing in Third Party Administration and Consulting of employee benefit plans. Sharon has worked extensively with unionized employee groups and understands the unique underwriting requirements within Collective Agreements, flexible benefit plans as well as traditional benefit plans. Sharon enjoys working with Business Owners and Plan Administrators to ensure their benefit plan is communicated effectively to employees and their families.
- Accomplishments:
- Level II Life Agent
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Bonnie Strom - Group Benefits Account Manager
Bonnie Strom
Group Benefits Account Manager
250-563-8877
bonnie@grouphealthnorth.ca |
Bonnie was born in Vancouver and moved to Prince George in 1984. Between her and husband, Bryan, they have six children and four grandchildren. Bonnie began working in the insurance industry in 1998 with Great-West Life, where she spent 10 years in the employee benefits field, before joining the GroupHealth North team in January 2009. Bonnie enjoys working with clients and helping employers find creative solutions for benefit plans that are best suited for their employees and their families. She takes great pride in providing superior service and building strong client relationships. Bonnie earned her "GBA" designation (Group Benefits Associate), through the Certified Employee Benefits Specialist program in 2006, and continues to work on courses to achieve the full CEBS designation.
- Designations:
- Group Benefits Associate (GBA)
- Accomplishments:
- Management Skills for Supervisors Certificate
- Non-Profit:
- Rotary Club New Caledonia - past director
- Business the Next Generation (CNC) - past mentor
- Freeman Park Little League - past director
- Prince George Minor Football - past director
- PGSS Dry Grad Committee
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Michelle L. Ward - Group Benefits Administrative Assistant
Michelle L. Ward
250-563-8877
Michelle@grouphealthnorth.ca |
Born in Prince George, raised in Sinclair Mills, Michelle returned to Prince George where in 1988 met her husband Aaron. She has over 14 years of experience in administration, and a dedication to providing exceptional client care. Michelle believes in continuing her education through enrolling in industry related courses, to expand her knowledge within the Group Benefits field, and to ensure she assists in satisfying the clients needs. Along with her infectious laugh, Michelle is always smiling and strives to pass on the laughter. In her spare time, her hobbies include nail enhancements, nail art and helping others feel at their best, working in the esthetics field.
- Developmental Courses:
- Office Management and Audit Procedures
- Client Communication Techniques
- Workplace Stress Management Solutions for Women
- Effective Supervision
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Teresa Galbraith - Group Benefits Administrator
Teresa Galbraith
250-563-8877
teresa@grouphealthnorth.ca |
Born in Calgary, Alberta, Teresa has lived all over BC and recently moved to Prince George to be closer to her two daughters - Jessica and Katelyn. She has extensive experience in client services and has worked in Human Resources before joining the Group Benefits team in August 2008. In her spare time, Teresa enjoys time with family and friends, volunteering for community organizations, fitness, and travelling.
- Accomplishments:
- Human Resources Management Certificate
- Community Economic Development Certificate
- Clerk Bookkeeper Certificate
- Non-Profits Societies:
- Houston Link to Learning - Past Director (4 years)
- Northern Society for Domestic Peace - Past Volunteer (2 years)
- Houston Youth Centre - Past Director/ Volunteer (5 years)
- Pleasant Valley Horse Club - Past Director (2 years)
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Carol Fedyk - Office Administrator
Carol Fedyk
250-564-7484
cfedyk@moneyconceptspg.bc.ca |
Carol was born in Port Alice, BC, and moved to Prince George in 1966. She and her husband Geoff have three children. In 2003, Carol graduated from the University of Northern British Columbia with a Bachelor of Arts degree. She enjoys time with family and friends, fitness adventures, and traveling.
- Accomplishments:
- Non-Profit Societies:
- Prince George Barracuda Swim Club - Executive Member
- Prince George Youth Soccer - Volunteer
- Canadian Cancer Society - Volunteer
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CORE VALUES
We are committed to:
- Helping people achieve their goals through a team approach.
- Ensuring those who we work for and with have a high degree of trust and are completely satisfied with our service.
- Ensuring that our clients are comfortable and educated in any of the solutions and strategies that we suggest for them.
- Developing relationships with our clients throughout their life's challenges. We want our clients to know we will be working with them through our working life.
- Enacting and communicating to all we meet in a manner that displays sound business integrity.
- Actively enhancing our community by participating in worthwhile charitable organizations through commitments of time and contributions.
The Money Concepts Prince George Team
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