Email: jeremiah@discoveryfinancial.ca

With over 17 years of experience in the financial services industry, Jeremiah started with Discovery Financial Group in 2010 as an insurance and investment specialist. He brings to this role the expertise he gained as a Life Insurance and Investments Product Manager for a leading Canadian company, responsible for the northern Alberta and British Colombia regions. 

Jeremiah specializes in creating estate and wealth solutions for high net worth individuals who are seeking tax reduction, wealth enhancement, retirement solutions and estate maximization. Investment portfolios are custom-built with diversification and risk mitigation in mind. As a Certified Financial Planner®, he utilizes a solutions-driven process to help ensure financial goals are achieved.

Jeremiah and his wife, Callie, have three very energetic boys, Wyatt, Sawyer, and Emmett. When he’s not out enjoying the outdoors including camping, hunting and fishing, he is busy as the Vice-President of the Estate Financial Planning Institute in Grande Prairie, being a Big Brother Mentor, and with his sons’ extracurricular activities. 

Email: judy@discoveryfinancial.ca

Judy joined the Discovery Financial team in January 2011. She brings 19 years of insurance industry experience, with a high level of professional expertise in customer service. Judy excels in ensuring that employees and business owners are well taken care of.

Late 2013, Judy became a key contact for our employee group benefit programs. Her duties include marketing existing and new group benefit plans with our many insurance providers to help ensure that we provide clients with the most suitable plan design for their employees, at the most cost efficient rates. She is also responsible for assisting employers and employees with claims, changes, amendments, troubleshooting any problems with administration and medical or disability claims.