Canadian Financial Advisors
Our Top Financial Advisors & Wealth Management Team
Leander Dueck
B.SC, CPCA
Principal – Financial Advisor
Leander Dueck
B.SC, CPCA
Principal – Financial Advisor
With 20 years of success in the financial services industry behind him, Leander founded Beyond Wealth in 2010 with the goal of helping clients maximise the assets they’ve worked so hard to realize. He offers clients a wealth of experience and business acumen that have seen him deliver results at all stages of his career.
After graduating and being invited to join London Life as a financial advisor, Leander was ranked among the world’s top 1000 advisors in just his first year. From there, he took on increasingly progressive roles and was eventually named Senior Vice President at Great-West Life.
Despite the achievements in his corporate career, Leander’s primary interest has always resided in helping business owners and their families. It was this that led him to turn down numerous high-profile offers and create Beyond Wealth. Leander’s mix of entrepreneurial sensibility and financial experience has helped position Beyond Wealth as a leader in the industry, offering unprecedented expertise to business owners, professionals and transitioning businesses.
Lance Dueck
BA
Financial Advisor
Lance Dueck
BA
Financial Advisor
Lance has had an interest in wealth management for many years, particularly in the areas of investment behavior, equity markets, and small business. Prior to joining Beyond Wealth full time, Lance earned his Economics degree from the University of Calgary, with an additional focus in Business Management.
Today, Lance has a passion for managing and expanding Beyond Wealth’s practice, servicing clients across western Canada, while also heavily contributing to our high-net-worth strategy development and analysis.
Abe Toews
CLU, CFP, CH.F.C., CHS, ICD.D
Chartered Financial Consultant
Abe Toews
CLU, CFP, CH.F.C., CHS, ICD.D
Chartered Financial Consultant
Abe began his career in financial services over 40 years ago as a financial advisor. He was soon working for Great-West Life as Agency Manager at one of their busiest financial centres and went on to become the Regional Director of Great-West’s South Saskatchewan Resource Centre. In 1999, he followed his entrepreneurial inclinations and started his own firm, StoneCreek.
At Beyond Wealth, Abe is heavily involved in our Business Transition practice, helping business owners plan for the succession of their business and their exit from it. The hard work he dedicates to his business ventures is also apparent in his extensive community involvement. Whether serving on the board, acting as president, or lending his expertise, Abe has left an indelible mark upon many community organisations and the financial services industry in Saskatchewan and Manitoba.
Connie Bushell
CHS
Managing Director
Connie Bushell
CHS
Managing Director
Connie began her career in a bank before joining our Financial Advisor, John, and his support team at Great-West Life 25 years ago. As Beyond Wealth’s Managing Director, Connie leads the team and plays a critical role in ensuring the business operates with a exceptional level of professionalism and client service.
Connie has her Certified Health Specialist (CHS) designation, has completed all 12 courses of the CFP program by Advocis, is licensed in Life Insurance, Accidental Death & Dismemberment Insurance, Segregate Funds and has her LOMA designation. She’s currently working on her Certified Life Underwriter (CLU). Clearly a person who is committed to her own personal growth, she is equally committed to each of our clients.
Lorne Bultitude
B ADMIN., CFP, CLU, CHFC
Financial Consultant
Lorne Bultitude
B ADMIN., CFP, CLU, CHFC
Financial Consultant
Lorne is a CFP and CLU designated Chartered Financial Consultant with diverse experience in the financial services world extending back to the 1980’s. Prior to joining Beyond Wealth, Lorne was recognized as one of the leading insurance and investment specialists in the country.
Lorne has also been a Branch Manager at both Royal Trust and Imperial Financial Services, in addition to holding other management roles. At Beyond Wealth, Lorne’s primary focus is working with high net worth clients to implement asset accumulation, wealth preservation, estate planning and tax minimisation strategies. A people person with an avid interest in the technical side of investment, Lorne is a rarity.
Mel Stilborn ACS
Customer Relationship Manager,
Employee Benefits
Mel Stilborn ACS
Customer Relationship Manager,
Employee Benefits
Mel is our Customer Relationship Manager, Employee Benefits. Mel’s 14 years of experience at Great-West Life saw her take on just about every role imaginable in the employee benefits world, giving her an understanding of her field that is both broad in scope and deep in knowledge.
Hardworking and optimistic, her expertise is complemented by her affinity for working with clients and desire to help find solutions to challenges. She is a great asset to the team.
Dianne Lazeski
Client Relationship Manager
Living Benefits and Life Insurance
Dianne Lazeski
Client Relationship Manager
Living Benefits and Life Insurance
Dianne is an integral bridge between our clients and team in her role of Customer Relationship Manager for Living Benefits and Life Insurance. Enthusiastic and highly-focused on meeting each client’s needs, she attributes her eagerness in assisting clients to her upbringing in the close-knit rural community of Foam Lake where neighbours help neighbours.
Among other things, Dianne has worked at a credit union and large bank. We’re thrilled to have her on the Beyond Wealth team.
Sierra Ackerman
BBA (HRM)
Client Relationship Manager Investments
Christine Ventura
Client Relationship Coordinator
Investments
Nazar Kostyukov
Advisor Associate
Nazar Kostyukov
Advisor Associate
Nazar, a recent graduate from the University of Regina with a Bachelor’s in Business and a Certificate in Economics, joins Beyond Wealth with a passion for finance ignited by a lifelong interest in investing. With previous experience in accounting and tax, Nazar possesses an eagerness to contribute and learn at every opportunity.
During his university years, Nazar demonstrated proactive leadership through active involvement in various clubs and competitions. Notably excelling in JDC West, Canada’s premier undergraduate case competition, placing first in debate and finance and second in entrepreneurship over three consecutive years. With his dedication and diverse skills, Nazar is primed to play a significant role in Beyond Wealth’s expanding future.
