We have brought together a team of specialists to ensure our clients receive efficient, specialized and friendly financial planning advice and servicing.
I have spent my entire career in the financial services industry, joining a major bank in 1980.
In 1995, I formed the investment advisory service called Cooper Wealth Management. I have been truly blessed to have found a passion that doesn’t feel like work and this is reflected in our client retention and satisfaction. Our team is now called Cooper Schneider Financial to recognize the input and importance of my partner; Wealth Advisor, Colleen Schneider.
I became a financial advisor primarily to help people tune out the noise and focus on what matters to them – things they can control – so that they can face the future with anticipation, instead of apprehension. I learned long ago that financial success requires more than just judgment and ideas. It requires a process.
Working primarily with high achieving clients in the Saskatoon area, Colleen is exceptionally skilled at creating personalized financial plans that identify client goals, uncover opportunities and challenges, and help ensure a comfortable lifestyle for years to come.
Working closely with Daryl and the rest of the Cooper Schneider Financial team, including the extended team of specialists at Scotia Wealth Management, Colleen is extremely detail-oriented and leaves no stone uncovered. She takes a solution focused approach, offering financial planning that is conservative, reliable and designed for long term success.
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.
Prior to entering the financial industry, Austin spent a number of years playing and coaching baseball. A true aficionado of the sport, Austin is a devoted Yankees fan who has traveled to nearly a dozen major ballparks across North America. He is an avid reader who is interested in politics, human psychology and history.
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 Financial 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.
Born and raised in Costa Rica, Fabian moved to Canada in 2012 and has been happy to make Saskatoon his new home. A lifelong soccer fan who loves to play the game, Fabian enjoys watching FCC games and favours Bayern Munich.
D-Nay joined Scotia Wealth Management in April 2002, the day after earning her Bachelor of Commerce degree (major in finance) in 2002.
Additionally, D-Nay is a Certified Financial Planner and has earned her life insurance license designation. With over 10 years of experience in the insurance industry, D-Nay has a farming background and, as a result of having working through the farm succession process with her family, she brings a unique perspective to the challenging issue of business in transition.
Insurance services are provided by Scotia Wealth Insurance Services Inc.
Misty specializes in providing financial planning advice to clients with complex and sophisticated needs. She has extensive expertise developing Retirement Income Strategies, including job transition, Wealth Management, and Farm and Business Planning. Misty has over 25 years of progressive career experience within the financial services industry – she managed an independent financial planning practice and has held executive leadership roles in the High Net Worth planning segment.
Misty holds a Bachelor of Commerce from the University of Saskatchewan with majors in Marketing, General Business and Quantitative Analysis. She has accreditations as a Certified Financial Planner, Chartered Life Underwriter, and she is a Fellow of the Canadian Securities Institute and a Fellow of the Institute of Canadian Bankers. Most recently, Misty completed a Certificate in Advanced Estate & Trust Strategy through the Canadian Securities Institute.
Financial planning and advisory services are provided by Scotia Capital Inc.
Andrea is an experienced advisor on the transfer and protection of wealth and business succession. Prior to joining Scotia Wealth Management, Andrea assisted a variety of large and mid-sized family enterprises in Saskatchewan and Alberta. As a Tax practitioner in public practice she has guided clients through tax effective structuring, corporate and partnership restructuring, and estate planning issues. She has served clients in many industries, including construction, agricultural, automotive / farm implement dealerships and medical professional industries.
Andrea is a Chartered Professional Accountant (CPA, CA) and holds a Masters of Professional Accounting degree. Her educational background includes the completion of the Canadian Professional Accountants of Canada’s In-Depth Tax Course (Level I, II, and III), Advanced Tax Issues for the Owner Manager and Corporate Reorganizations. She has been a member of the Canadian Tax Foundation since 2002.
Business and family advisory services are provided by Scotia Capital Inc.
Damian provides guidance and solutions to develop and meet client’s Will and Estate Planning, Trust and Philanthropic needs. He joined Scotiabank in 2016 from Private Legal Practice. Previously from the UK, Damian came to Saskatoon in 2011.
Damian is an active community sports coach and is kept busy with his three children.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
Dean is responsible for managing client credit requirements and overseeing delivery of their day-to-day banking needs. He joined Scotiabank in 2016 and has worked in the financial services industry for 25 years. Prior to joining Scotiabank, Dean spent the last five years working as Account Manager, Health Care with an outside institution where he was recognized nationally for his service standards.
Dean remains active within his community through volunteering for numerous charitable organization committees and canvasing. He also has coached soccer teams as well as teaches children’s golf clinics.
Private banking services are provided by The Bank of Nova Scotia.