We have brought together a team of specialists to ensure our clients receive efficient, expert and friendly financial planning advice and servicing.
Aleshia is a bright, dedicated individual who plays an important role on the Cooper Schneider Financial team. She is often the first point of contact for clients, responding to requests in a timely, efficient manner. Aleshia handles a number of administrative responsibilities for the team, collaborating with her colleagues. As a licensed representative, Aleshia assists with trading, and prides herself in providing outstanding client service at all times. Aleshia is able to handle a wide variety of tasks quickly and accurately, and is an excellent support to both Daryl and Colleen. She has over twelve years of experience in the financial services industry, and has worked with Daryl for nearly a decade.
Austin joined Cooper Schneider Financial in 2015, and has quickly become a valued member of the team. He plays a largely supportive role, focusing in administration and marketing, and excels in handling the bulk of the trading. Austin is a dedicated, ambitious individual who is a licensed representative through CSI and continues to expand his knowledge with new courses. He is an enthusiastic learner with a proactive, solution-focused approach, and collaborates very well with his colleagues. Austin has a keen interest in investing, and looks forward to growing his career with the Cooper Schneider Financial team.
Fabian Montoya Fendt
Fabian joined Cooper Schneider Financial in May 2017 after graduating from the University of Saskatchewan. He earned a Bachelor of Arts degree in Political Science and Economics before completing a Master’s degree in the same field of study. Fabian handles client care and administrative responsibilities for the team, and supports Daryl and Colleen in the management of client portfolios. He has a keen interest in investing, and enjoys keeping up with the markets. Cooper Schneider is a great fit for Fabian, who enjoys the team dynamic as well as the busy day-to-day environment. He excels in client care and has an organized, solution-focused approach to each task.
Team of specialists
Cooper Schneider Financial has access to the following in-house specialists: