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Regina Wealth Management Team
Qualifications: CFP®, RRC®, RIS
Specialized areas of expertise: Investment advice, socially responsible investment options, retirement and estate planning, education and goal-based planning with emphasis on reducing income taxes
TCU Wealth Management
2615 E Quance Street
Regina, SK S4V 3B7
P: 306-546-1046
E: abacsu@tcu.sk.ca
Andrea keeps her clients informed about their portfolios and opportunities while establishing meaningful connections built on honesty, respect and over 20 years of experience in the financial industry. She’s deeply interested in financial planning and tax concepts, and enjoys finding new ways to help her clients make informed monetary decisions. She brought her strong customer service skills to TCU Financial Group in 2000 and has been an important part of the Wealth Management Team since 2009.
Andrea is registered with CIRO, FP Canada and the Responsible Investing Association. She is also a member of the Regina Estate Planning Council. Outside of work, she coaches little league baseball and serves as Secretary of her children’s school council. She’s an active mom to three small humans and enjoys camping, playing ball, hiking, reading and spending time in her garden.
Qualifications: CFP®, BAdmin
Specialized areas of expertise: Responsible investment options, retirement planning, investment planning
TCU Wealth Management
2615 E Quance Street
Regina, SK S4V 3B7
P: 306-546-1047
E: jelliott@tcu.sk.ca
Jeff has always been drawn towards working with numbers, so he’s happy to be in a career where every day he can help people understand and make better financial decisions. This drives Jeff’s entire approach to wealth management. He enjoys explaining complex investment concepts in easy-to-understand language, while making sure his clients understand what they own in their portfolios and why they own it. Jeff has worked within the credit union system since 1997 and at TCU Financial Group since 2018.
Diligent and responsible about investment planning, Jeff is glad to be working with TCU Financial Group and Aviso Wealth, who is at the forefront of ESG (environmental, social and governance) investing. When he’s not at work, Jeff enjoys spending family time with his wife and kids. He also likes reading, camping and travelling.
Wealth Services Associate
TCU Wealth Management
2615 E Quance Street
Regina, SK S4V 3B7
P: 306-546-1043
E: jthorhaug@tcu.sk.ca
Josie-Lyn plays an invaluable part of the Wealth Team, and it’s evident in the relationships she has built with clients and the team. She takes great care to learn about clients’ goals and collaborate with team members to respond to their needs. After work, you can find Josie-Lyn keeping active at the gym, reading, spending time with family and friends or walking her dog (when the weather is warm enough!).
Saskatoon Wealth Management Team
Qualifications: CFP®, RIS, CIM®
Specialized areas of expertise: Business Owners, Investment Planning, Goal-Based Planning with a focus on efficiency
TCU Wealth Management
3130 Preston Ave, South
Saskatoon, SK S7T 0V1
P: 306-651-6745
E: tbynoe@tcu.sk.ca
Known for his relentless pursuit of truth, candor, and clear insights, Tré has a unique approach based on recognizing opportunities and building a framework around decision-making to help his clients reach their goals. Sparked by a lifelong interest in building wealth, Tré comes from an accounting background and has worked with investments since 2014 and at TCU Financial Group since 2019.
Tré admires how credit unions are created by people for people and put members’ interests first. Outside of work, Tré volunteers with FP Canada, where he grades Certified Financial Planner (CFP) exams. At home, he enjoys spending time with his wife, Sierra, travelling with friends, playing with their dog Seika, and visiting puppies at rescue shelters.
Qualifications: RIS
Specialized areas of expertise: Responsible investment options, investment advice and retirement planning
TCU Wealth Management
3130 Preston Ave, South
Saskatoon, SK S7T 0V1
P: 306-651-6748
E: smiazga@tcu.sk.ca
Sara has always taken a client-focused approach and finds nothing more satisfying than helping her clients plan their long-term financial goals while enjoying day-to-day financial well-being. Sara has worked in the financial industry since 2010. She began her career at TCU Financial Group in 2019 as an Account Manager, and her background in lending and investing has shaped her holistic approach to planning.
Her acumen for helping clients plan for retirement made her transition to the Wealth team in 2021 a natural one. She embodies credit union values by always putting members first and prioritizing their financial health.
When she’s not helping clients, Sara enjoys spending time at the lake, taking an annual fishing trip to Besnard Lake with her family, gardening and completing a variety of do-it-yourself home projects.
Wealth Services Associate
TCU Wealth Management
3130 Preston Ave, South
Saskatoon, SK S7T 0V1
P: 306-651-6722
E: csumners@tcu.sk.ca
Cally brings a warm, personalized approach to every member relationship, ensuring she understands their unique goals. Since joining TCU in 2012, her dedication to helping members succeed has been clear. With her experience as an Account Manager, she plays a crucial role in supporting the wealth team by connecting all aspects of a member’s financial journey. Outside of work, Cally enjoys weightlifting, diving into a good book, caring for her garden, and spending time with her young children.