Executive

SUSAN KICHUK

Ph.D.

Chief Executive Officer

GARNET MORRIS

C.L.U.

Founder & President, 
Targeted Strategies Ltd.

JOHN DURLAND

CPA, CA

President,
InterGen Solutions Inc.

HARLEY MINTZ

FCPA, CFP, TEP, CPA

Principal

ROB LAMKA

CPA, CA

Principal

JASON MONTEMURRO

LL.B., CA, CPA, CFA

Principal

JOHN HUTSON

CA

Principal

JAS HAYRE

CPA, CA

Principal

Executive & advisors

PETER MYERS

CPA. CGA, MA

Head of Solutions

ARNOLD SHELL

F.C.I.A., C.F.P., C.L.U., Ch.F.C

Special Advisor

GARY TEAGUE

CPA, CA, CFA, TEP

Senior Advisor

Management

CHRIS GIROUX

CPA, CMA

Chief Financial Officer

ERIN SMITH

MBA, J.D.

Director of Operations

KELLY CARUK

LL.B., B.Comm.

General Counsel

KOSTA MAKIEVSKI

B. Comm.

Senior Manager, Solutions

LYLE STRACHAN

CPA, CMA

VP, Strategic Projects

REAGAN ADAMUS

B.Comm

Senior Manager, Human Resources

Client Management

GEORGE CARNEGIE

CPA, CA, ARe

Client Manager

JAMES ORR

CPA, CA, CFA

Client Manager

KISHOR MISTRY

CPA, CMA, CPA (Del), MBA

Client Manager

MARK DURIGON

MBA

Client Manager

Solutions

DANIEL ROBERTS

B.Sc.

Manager, Actuarial Analytics

LORN KUTNER

CPA, CA, MBA

Field Solutions

MICHAEL SMITH

CA, CPA

Field Solutions

MICHAEL STERZUK

B.Admin.

Financial and Actuarial Analyst

MICHAEL LOO

CFA, M.Sc.

Senior Financial Analyst

MWITI NJAGI

B.Sc.

Actuarial Analyst

PATRICK MCELROY

B.Sc.

Financial Analyst

Account Management

ANDREA CHENG

CPA, CA

Account Manager

CAMERON GORLICK

CPA

Account Manager

CAMERON JOHNSTON

CPA, CA

Account Manager

CHRIS GONARI

CPA

Account Manager

COLIN WEINKAUF

CPA

Account Manager

DONYNE TIPPE

B. Comm.

Account Manager

JULIE MUNTON

B. Comm.

Account Manager

KELSEY FROH

CPA, CA

Account Manager

LISA OSBACK

CPA, CA

Account Manager

MEAGAN ZIMMER

Account Manager

PAUL BILN

CPA, CA

Account Manager

SHAFRAZ ALI

CPA

Account Manager

BRANDON DONSBERGER

Account Service Representative

BRENNEN BEUKER

B. Comm.

Account Service Representative

DANIEL OSTERTAG

B. Comm.

Account Service Representative

JARYD RUNQUIST

B. Comm.

Account Service Representative

JOSH POLGLASE

B. Comm.

Account Service Representative

REBECCA THRASHER

Account Service Representative

SAMUEL GARNET

B.A. Econ.

Account Service Representative

SARAH LAING

B.A.

Account Service Representative

TYLER BOYCHUK

B. Admin

Account Service Representative

Underwriting

BELINDA MORRIS

Underwriting Associate

MARINA CHAKARIAN

Underwriting Associate

MIRAFLOR VELOS

Underwriting Associate

MUMBI MUSONDA

Underwriting Associate

SHANNON MCNEICE

B.Comm.

Underwriting Associate,
US Insurance Specialist 

SHERRY EDWARDS

Underwriting Associate

THUVA MURALIDARAN

B.A.

Underwriting Associate

CHELSEA KELLN

J.D., B.Sc.

Legal Counsel

CHRISTINA MEREDITH-FLISTER

J.D., B.Sc.

Legal Counsel and Chief Compliance Officer

KARINA FRANKLIN

Dip. Admin.

Analyst, Legal & Compliance

PETER FENTON

J.D.,MBA

Senior Legal Counsel

RENAE SIMPSON

Legal Analyst & Special Projects

STEPHANIE TYNAN

B.A. (Phil.), LL.B.

Legal Counsel

WARD SPENCER

J.D.

Student at Law

Corporate & Finance

Adam Frank

Systems Administrator

AMBER SOLDA

Marketing & Communication Analyst

ANNA GRAW

Office Manager

ANNE MARIE GALLIVAN

Executive Assistant

BRENDAN FOWLER

CPA, CA

Treasury Manager

CHRISTA RAGOONATH

Executive Assistant

CINDY SAWCHUK

B. Comm.

Manager, Special Projects

DEAN CARPENTER

CPA, CMA

Corporate Controller

DEL GAUTHIER

Prospect Manager

Liam Shaw

MBA

Strategic Projects Analyst

LIL FREITAS

Executive Assistant

LISA TOURAND

Head of Deal Logistics

MEAGAN COCKRILL

CPA, CA

Business Intelligence Analyst

MONTE GORCHINSKI

CPA, CA

Special Projects

SONYA SALAMI

Executive Assistant

TRACY GLOVER

Senior Financial Administrator

Contact

Vancouver . Saskatoon . Kitchener . Toronto

If you or your client might benefit from The Targeted Strategies Group, please contact us. We are here to provide innovative ideas, strategies and solutions.

Vancouver

885 West Georgia Street, Suite 1150
Vancouver, BC V6C 3E8

Saskatoon

3550 Taylor Street East, Suite 202
Saskatoon, SK S7H 5H9

Kitchener

678 Belmont Avenue W, Suite 304
Kitchener, ON  N2M 1N6

Toronto

6 Adelaide Street E, Suite 330
Toronto, ON  M5C 1H6

SUSAN KICHUK

Ph.D.

Chief Executive Officer

With a Ph.D. in Business, Susan spent the first 10 years of her career as a Business Professor in both Canada and the U.S. Sought after for her expertise, Susan provided expert strategy and leadership advice as a Management Consultant for several top Canadian companies. Before joining TTSG, she spent 15 years as a Senior Executive, leading and executing large scale strategy, organization, optimization, acquisition and business transformation initiatives across more than 10 countries for the Americas Region of a large global company. As CEO of The Targeted Strategies Group, Susan has and will continue to lead the Group through an internal corporate evolution and expansion across North America.

Garnet Morris

C.L.U.

Founder and president

Garnet began his career in banking and private business but created his own corporate niche with Targeted Strategies Limited, the founding company of our group of businesses. An innovator with a personal penchant for taking on high-potential challenges, Garnet has an instinctive ability to recognize opportunities – even those others might consider underdeveloped or unconfirmed. His forward-thinking ideas, innovative methods, and wealth of knowledge assists private business owners optimize their net worth.

JOHN DURLAND

CPA, CA

President, InterGen Solutions

John Durland (CPA, CA) works with high-net-worth entrepreneurial families and individuals, developing effective, tailored planning solutions that meet their business and personal needs. He is adept at explaining complex issues and detailed solutions to his clients and their advisors so they can make effective business decisions. Prior to joining InterGen Solutions, John was the managing partner of national tax solutions for a national accounting firm. He specialized in international tax, divestiture transactions, corporate restructuring, and estate and succession planning. 

HARLEY MINTZ

FCPA, CFP, TEP, CPA

Principal

As a Principal, Harley brings a wealth of knowledge and experience to the Group that clients of TTSG benefit from. He has a long and well-established track record as an authority on accounting and tax issues. His written work and voice have been featured in newspapers and radio across Southern Ontario and he specializes in succession estate and financial and tax planning. Harley was the managing partner of Mintz & Partners from 1981 onwards until they merged with Deloitte in 2008. Harley became a Vice Chair of Deloitte until he retired as Partner in 2015 and then retired as Senior Business Advisor in 2019 when he joined TTSG.

ROB LAMKA

CPA, CA

Principal

As a Principal with TTSG, Rob focuses on bringing innovative wealth optimization solutions to successful entrepreneurs and families in Ontario. Prior to joining TTSG, he was a senior tax partner in a big four accounting firm for over 10 years. His practice focused on tax advisory and transaction planning, including a significant focus on tax planning for mergers and acquisitions. Over the last 25 years Rob has provided advice to public and private clients across Ontario and has held senior financial roles in both public and private companies. He is also a proven educator and has taught taxation and business topics for the Ontario Institute of Chartered Professional Accountants, The Canadian Institute of Chartered Professional Accountants, The University of Waterloo and Wilfrid Laurier University.

JASON MONTEMURRO

LL.B., CA, CPA, CFA

Principal

As a Principal with TTSG, Jason focuses on financing and insurance products related to the group. Previously, Jason was a Partner at Azimuth Capital Management, which is an energy focused Private equity firm that managed more than $3 billion.  Preceding Azimuth, Jason served as Director of Global Investment Banking for CIBC World Markets.  Jason was also previously a tax attorney with Felesky Flynn LLP. His practice included mergers and acquisitions, financing, tax structuring including trust conversions, as well as working for clients with the Canada Revenue Agency and Department of Justice on an array of tax issues. Jason also worked at Deloitte as a Manager in the Assurance and Advisory Department.

JOHN HUTSON

CA

Principal

John Hutson brings an established career and track record to TTSG. He is an accomplished writer who co-authored the Canadian best-seller, “How to Reduce the Tax You Pay”, an editor, a tutor and lecturer and was a long-time employee and Partner of Deloitte.  During his time at Deloitte, John was the SWO Tax Leader from 2001 to 2007, the Private Company Tax Leader from 2007 to 2014, and the Toronto TMT Leader/National TMT Tax Leader from 2014 to 2019. As a Principal with TTSG, John focuses on bringing innovative wealth optimization solutions to successful entrepreneurs and families in Ontario.

jas hayre

CPA, CA

Principal

With more than 20 years of experience in public and private practice advising clients on cross-border issues, Jas provides his clients with beneficial strategies to support their business objectives so they can compete more effectively in the global market.  Jas advises clients ranging from owner-managed private corporations to Fortune 100 companies in a variety of industries, including mining, real estate, technology, manufacturing and private equity. 

 

PETER MYERS

CPA, CGA, MA

Head of Solutions

As Head of Solutions and a TTSG Principal, Peter Myers advises family and employee owned enterprises on structuring and tax opportunities. He came to the firm as a former tax partner with Deloitte and as former owner of a fund management company and several other enterprises. Peter has spent time in Canada, the United States, Australia, the British Isles and Spain throughout his educational and professional careers and worked with clients in those jurisdictions as well as South East Asia and Europe. 

arnold shell

F.C.I.A., C.F.P., C.L.U., Ch.F.C.

special advisor

Arnold graduated with a Masters degree in actuarial science from the University of Manitoba in 1972.  He is an actuary, having achieved his F.C.I.A. designation in 1974.  Arnold spent 23 years at Crown Life Insurance Company, rising to the position of Senior Vice-President, Insurance Operations, in which capacity he was responsible for all the individual insurance operations of Crown Life in Canada, the U.S., the Bahamas and Hong Kong.  Arnold left Crown Life in 1996 shortly before it was acquired by Canada Life.  In 1996 he established his own insurance brokerage practice.  In addition to his actuarial credentials, Arnold is a CLU, ChFC and CFP.

gary teague

CPA, CA, CFA, TEP

Senior Advisor

Gary is a family wealth strategist, committed to advising and assisting families to achieve their goals and objectives for the management, preservation and intergenerational transfer of wealth. Prior to joining TTSG, he managed a Family Office for 14 years from its founding for the principals of a prominent Real Estate Development firm. Previously, Gary was Executive Director and Head of Financial Planning with the international private banking division of UBS, leading and building the Canadian financial planning capability from inception. He also previously provided tax and estate planning advise through senior tax roles within the Private Client Group of PwC and with KPMG. Gary has also developed and delivered seminars on wealth management issues and been a lecturer on tax and estate planning at The University of Toronto, York University and McMaster University.

Lyle Strachan

CPA, CMA

VP, Strategic Projects

Lyle is an experienced business advisor with an expertise in financial operations, project management & strategic planning. Prior to joining the team, Lyle was a financial advisor to a prominent family office as well as CFO and COO of several notable businesses with operations nationally and internationally. Lyle holds an Honours Bachelor of Arts from The University of Toronto and is also a CPA, CMA.

Chris Giroux

CPA, CMA

Chief Financial Officer

Chris Giroux has over 20 years’ of progressive experience as an accountant, manager and business leader working for a major accounting firm and most recently with a successful multi-national industrial distributor. Chris has managed the financial consolidation of multiple business units. He has managed and advised on many projects including business acquisition due diligence, internal controls, ERP conversions, as well as many policy and procedure matters.

Erin Smith

MBA, J.D.

Director of Operations

Erin works with our Account Managers, Account Service Representatives, and Underwriters to deliver professional service and quality results to our clients.  Prior to joining our team, Erin was a corporate commercial lawyer with one of Western Canada’s most prominent law firms. She has a JD / MBA from Queen’s University and a Bachelor of Arts (First Class Honours) from McGill University.

Kelly Caruk

LL.B., B.Comm.

General Counsel

Kelly is an experienced legal advisor with an expertise in tax planning, audit defence and tax dispute resolution. Prior to joining the team, Kelly was in-house legal counsel for one of Canada’s largest publicly traded mining companies where she led a high-profile Canadian tax appeal involving billions of dollars reassessed income. Prior to that, she worked at one of Canada’s largest regional law firms in the areas of business taxation, estate and personal tax planning needs. Kelly holds a Bachelor of Laws degree and a Bachelor of Commerce (double major: Finance / Business Economics) degree.

Kosta Makievski

B. Comm.

Senior Manager, Solutions

Kosta brings several years of experience in building and implementing advanced planning structures for business owners in Vancouver, B.C. He holds a Bachelor of Commerce degree in Finance from Concordia University, and is currently completing a CLU (Chartered Life Underwriter) designation.

Reagan Adamus

B.Comm

Senior Manager, Human Resources

Reagan Adamus joined the team in 2019. Having worked in the automotive and hospitality industries as an HR generalist, she is very familiar with providing strategic advice to operational managers and directing the administrative functions of complex organizations. Reagan holds a Bachelor of Commerce degree with a major in Business Economics from the University of Saskatchewan. Her ability to relate to others and her energetic and hard driving ways lend well to enhancing the collegial culture and continued growth of TTSG.

george carnegie

CPA, Ca, ARe

Client manager

George has over 20 years’ of experience in the financial services industry including insurance, reinsurance, fund administration, custody, foreign exchange, securities lending and other banking services.  He has led global client service and operational teams which provided services for hedge funds, fund of funds, private equity and family office clients across all investment strategies, asset types and fund structures.  George is a Chartered Accountant and an Associate in Reinsurance.

James Orr

CPA, CA, CFA

Client Manager

James began his career articling with a Big 4 firm in Vancouver where he worked for over 3 years servicing a variety of private and publicly traded clients in the mining, manufacturing, forestry and insurance industries.  He subsequently worked for a local firm in Saskatoon for 9 months, where he focused on the needs of owner-managed businesses. Most recently prior to joining the team, James worked for a publicly traded power generation and marketing company in Calgary in their Energy Trading and Marketing business unit for 4.5 years where he built on his technical accounting knowledge and worked in a management capacity overseeing a team of 6 people. James is a Chartered Professional Accountant and CFA charterholder.

Kishor Mistry

CPA, CMA, CPA (Del), MBA

Client Manager

Kishor has accumulated over twenty years’ experience as a tax advisor across different industries including; public practice, a fortune 500 company, and the real estate industry, and most recently focusing on owner manager companies and cross border planning and structuring. In addition to his Canadian accounting designation he also holds an American CPA designation and a MBA.

Mark Durigon

MBA

Client Manager

Mark completed his MBA at the Richard Ivey School of Business (University of Western Ontario) in 2015. Upon graduation, Mark spent two years at a start-up that focused primarily on corporate restructuring and private lending for Canada’s premier mid market entrepreneurs. After helping build out the company, Mark worked on structuring and financing corporate owned life insurance policies. Mark then joined a large private REIT, offering insurance advisory services for their wealth management platform over a period of two years before ultimately joining TTSG.

Daniel Roberts

B.Sc.

Manager, Actuarial Analytics

Daniel joined the team in 2015 and brings a unique perspective to preparing custom planning strategies for our clients, thanks to his experience in Actuarial and Reinsurance roles in industry during which time he developed a solid understanding of the inner workings of insurance.  Daniel has completed his Actuarial Professional Exams: MFE, FM, and P.

Lorn Kutner

CPA, CA, MBA

Contract Client Manager

Lorn is a Chartered Professional Accountant (CPA, CA) and has MBA and B.Sc. degrees from the University of Toronto. He recently retired as a tax partner from Deloitte LLP after 38 years in public accounting, 36 of which were in tax. Lorn’s practice focused exclusively in the private company marketplace where he assisted high net worth families, shareholders and key management in designing efficient structures and advising on estate planning considerations. Lorn also acted as the business advisor for his private company clients, assisting them with all facets of their business such as mergers and acquisitions, expansions, real estate purchases and divestitures and transaction due diligence.

michael smith

CPA, CA

field solutions

As a part of the Solutions Group Mike brings innovative wealth optimization solutions to privately owned enterprises and their shareholders. Prior to joining TTSG, he was a senior tax partner with Deloitte LLP for over 20 years in Saskatoon and Calgary. Mike’s practice focused on tax advisory and planning for mergers and acquisitions, succession planning and financing arrangements for privately owned companies in western Canada. Mike is active in his community having been on the Boards of Junior Achievement of Northern Saskatchewan, The Riverside Country Club, Golf Saskatchewan, Golf Canada and the Golf Canada Foundation and has been on the organizing committees for the Jeux Canada Games and the World Junior Hockey Championships in Saskatoon and Calgary.

Michael Sterzuk

B.Admin.

Financial and Actuarial Analyst

Michael joined the team in 2017; prior to which he spent over a decade working in the Caribbean and USA. Since returning to Canada, Mike has moved into the insurance industry with several years’ experience in data analysis and specialty underwriting roles. Mike has completed the following Society of Actuaries Exams P, FM, and MFE.

Michael Loo

CFA, M.Sc.

Senior Financial Analyst

Michael, who recently received his CFA designation, develops custom systems and solutions to support a consistent high-quality client experience. Michael’s previous experience includes financial model development for junior engineering projects and risk analysis for Alternative Investment dealers. 

Mwiti Njagi

B.Sc.

Actuarial Analyst

Mwiti has insurance industry experience working with both life and wealth products. In his career he has been exposed to inforce ad new business policy administration, underwriting and pricing. As as a valuation actuarial analyst he has carried out experience studies, ensured data integrity, comprehensively developed, analyzed and compiled documentation for financial models on various assets and liabilities. He is currently pursuing his Associate of the Society of Actuaries (ASA) designation.

Patrick mcelroy

B.SC.

fINANCIAL aNALYST

Patrick recently joined the TTSG team and brings with him 3 years’ of actuarial experience valuing pensions, health and benefits.  He also has 4 years’ of experience in asset and liability, financial, and optimization modelling with financial and mining companies.  Patrick holds a Bachelors in Actuarial Science and has completed 2 Actuarial Professional Exams.

Andrea Cheng

CPA, CA

Account Manager

Andrea graduated from the University of Western Ontario with a Bachelor of Management and Organizational Studies, specializing in Finance. Andrea obtained her CPA, CA designation while articling at a national CA firm. Andrea has completed the In-Depth Tax Course and was a Level III Project Winner.

Cameron Gorlick

CPA

Account Manager

Cameron recently joined our team as an Account Manager bringing his experience in client relations and a background in assurance services. This includes working for an internationally renowned accounting firm, specializing in assurance services for a wide variety of corporate and individual clients.

Cameron Johnston

CPA, CA

Account Manager

Cameron holds a Bachelor of Commerce with Distinction in Accounting from the University of Saskatchewan. He has also completed the Master of Professional Accounting Program at Edwards School of Business. Cameron earned his Chartered Professional Accountant (CPA, CA) designation working for an internationally renowned accounting firm specializing in assurance services for a wide variety of clients.

Chris Gonari

CPA

Account Manager

Chris obtained his Chartered Professional Accountant (CPA) designation and holds a Bachelors of Commerce in Accounting from the University of Saskatchewan.  Prior to joining TTSG, he gained experience at Saskatchewan’s largest independent accounting firm working in financial reporting, taxation and assurance services.  Chris is very committed to delivering services that meet each client’s unique objectives.

COLIN WEINKAUF

CPA

Account Manager

Prior to joining TTSG, Colin’s experience was in assurance and tax services with a wide variety of clients in multiple industries at one of the Big Four accounting firms. With a strong background in finance and a great rapport with clients, Colin is a key player on the team and works with some of our most complex clients.

Donyne Tippe

B. Comm.

Account Manager

Prior to joining the team in 2007, Donyne worked for one of Saskatoon’s most successful biotechnology firms – managing inventory, supply and demand. Given her highly analytical nature and attention to detail, Donyne is responsible for maintaining client relationships and supports a considerable portion of our existing business.

Julie Munton

B. Comm.

Account Manager

Julie brings twelve years’ of experience from the banking industry. Julie has also worked in the public sector assisting with facilities and materials management at a university, and was a customer service manager for an internet marketing company.

Kelsey Froh

CPA, CA

Account Manager

Kelsey holds a Bachelor of Arts in Economics from the University of Saskatchewan and his Chartered Professional Accountant (CA, CPA) designation. Kelsey’s experience prior to joining TTSG is highlighted by a combination of assurance, tax, and consulting services for a Big 4 accounting firm and corporate financial reporting for a large publicly traded company in Canada’s energy sector.

Lisa Osback

CPA, CA

Account Manager

Lisa holds a Bachelor of Commerce degree from the University of Saskatchewan, and her Chartered Professional Accountant (CPA, CA) designation. She has also completed Levels I & II of the Canadian Institute of Chartered Accountants’ In-Depth program.  Prior to joining TTSG, Lisa spent 13 years at a national CPA firm, with her practice focused on tax advisory and transition planning for owner-managed businesses, in addition to assisting clients with estate planning. She has also been an instructor for the In-Depth program as a group study facilitator.

Meagan Zimmer

Account Manager

Meagan brings over 11 years’ of progressive, direct experience as a senior account administrator in the banking and credit union sector to TTSG.  She has also provided accounting advice and direction for a large franchise business and a number of non-profit organizations. Meagan is currently continuing her accounting education and development through both Saskatchewan Polytechnic and a Bachelor of Commerce at the University of Saskatchewan.

Paul Biln

CPA, CA

Account Manager

Paul specializes in insurance based personal and corporate tax and estate planning for high net worth clients. Previously, he has worked as tax manager for a national CA firm, and also has over six years of experience in the insurance industry. In addition to his CA and BBA, Paul has also completed his In-Depth Tax Course Levels I & II.

SHAFRAZ ALI

CPA

aCCOUNT MANAGER

Shafraz completed his BBA with a concentration in Accounting at Simon Fraser University and then went on to complete his CPA designation while working at the Canada Revenue Agency as an Income Tax Auditor. With valuable accounting, auditing, and tax experience gained, he transitioned to the insurance industry working with Ocean West Financial Group as a Financial Consultant. Now as an Account Manager with TTSG, Shafraz leverages his tax and insurance background to contribute to the team’s success.

Brandon Donsberger

Account Service Representative

Brandon holds a Bachelors of Commerce with Great Distinction in Accounting from the University of Saskatchewan. Prior to joining the team, he has several years of experience in public accounting working in financial reporting, taxation and assurance services. Brandon is eager to start his career at TTSG as an Account Service Representative.

Brennen Beuker

B. Comm.

Account Service Representative

Brennen holds a Bachelor of Commerce with Great Distinction in Finance from the University of Saskatchewan. Prior to joining the TTSG team, he helped manage and operate a business in the agriculture industry. He gained valuable insight into sales, customer relationships, marketing, and small businesses.  Brennen is eager to learn and succeed while working as an Account Service Representative.

Daniel Ostertag

B. Comm.

Account Service Representative

Daniel graduated from the University of Saskatchewan and holds a Bachelor of Commerce Degree with Distinction in Finance. He played for the University of Saskatchewan Huskie basketball team and was a two-time Academic All-Canadian. Daniel is eager to apply his knowledge and gain experience as an Account Service Representative with TTSG.

Jaryd Runquist

B. Comm.

Account Service Representative

Jaryd holds a Bachelor of Commerce degree with distinction from the University of Saskatchewan and is working towards his CPA designation. He gained work experience during his university studies in the area of sales and marketing.  Jaryd focuses on the management of accounts and effective communication with clients. 

Josh Polglase

B. Comm.

Account Service Representative

Josh has worked for many large financial institutions and some of the largest publicly listed banks on the ASX. During this time he has implemented and developed front office financial market trading systems for retail equities and derivative products and been responsible for front office operations and client relations. Josh has a Bachelor of Commerce with majors in Finance and Economics, while having completed Finance industry accreditations for retail advisory in equities and derivative products.

Rebecca Thrasher

Account Service Representative

Rebecca brings seven years of experience from the banking industry, including two years assisting high net-worth clients at a large financial institution. She joined the team in 2019 and earned a Bachelor’s degree in Classical Studies from the University of British Columbia. She is excited to bring her communication skills and attention to detail to TTSG.

Samuel Garnet

B.A. Econ.

Account Service Representative

Sam holds a Bachelor of Science in Economics from the University of Saskatchewan. He interned with TTSG for three years while attending school.  This has given him a great base to apply his knowledge and experience to his current role as an Account Service Representative. 

Sarah Laing

B.A.

Account Service Representative

Sarah joined the team in December 2017 as a Support Assistant. She earned a Bachelor’s degree in Linguistics from the University of Saskatchewan and has previously worked as a technical editor. At TTSG, she assists account managers and underwriting complete paperwork in a timely manner. Her attention to detail and experience in editing helps ensure accuracy and thoroughness.

tyler boychuk

B. Admin

Account Service Representative

Tyler holds a Bachelor of Business Administration degree with distinction from the University of Regina, majoring in Finance. He gained work experience after his university studies in the area of insurance and sales. Tyler is eager to learn and start his career with The Targeted Strategies Group as an Account Service Representative.

Belinda Morris

Underwriting Associate

Originally from South Africa, Belinda moved to Canada in 2014, and recently joined the Underwriting team in 2019. Belinda has over 15 years’ of experience in customer service and accounting related work.

Marina Chakarian

Underwriting Associate

Marina brings with her 15 years’ of marketing experience to the Underwriting team and initially focused on growing the company in innovative ways to maintain our unique and unparalleled position as a thought leader in our industry. She is now using her talents in our Underwriting department.

Miraflor Velos

Underwriting Associate

Miraflor holds a Bachelor of Science in Psychology, and has over 10 years’ of experience as an administrative specialist at one of the Big Four accounting firms and an IT firm. Prior to that, Miraflor was a Human Resources practitioner in various industries in the Philippines. She brings with her many years’ of client and customer service experience as well as interpersonal and administrative skills.

Mumbi Musonda

Underwriting Associate

Mumbi has 15 years’ of experience in customer service, finance and accounting related roles working in the oil and gas, mining, banking and technology sectors. Throughout his career, Mumbi has managed portfolios of startups and medium to large sized businesses as a business banking associate, treasury management and financial reporting standards.

Shannon McNeice

B.Comm.

Underwriting Associate

Shannon joined the Underwriting team in 2014, prior to which she spent 10 years working in the banking sector and as a financial and operations consultant to small and medium-sized businesses. She brings with her a lengthy background in lending and is highly skilled in managing a wide variety of client needs and relationships, particularly for privately-managed firms.

Sherry Edwards

Underwriting Associate

Sherry joined the Underwriting team in 2015, bringing with her considerable and extensive experience in customer relations and project management, and over 20 years spent in the telecommunications and health care industries.

Thuva Muralidaran

B.A.

Underwriting Associate

Thuva graduated with a Bachelor of Arts degree from the University of Toronto. She is highly motivated, resourceful and detail oriented. Thuva’s experience includes several years’ as an administrative specialist at one of Canada’s largest accounting firms. She brings with her years’ of administrative, client service and project management experience.

Chelsea Kelln

J.D., B.Sc.

Legal Counsel

Prior to joining the team, Chelsea practiced at a Saskatoon firm where she specialized in contracts, corporate commercial, and real estate.  Chelsea holds a Juris Doctor and a Bachelor of Science (Applied Microbiology) from the University of Saskatchewan.

Christina Meredith-Flister

J.D., B.Sc.

Legal Counsel and Chief Compliance Officer

Christina has experience in both public and private practice. Prior to joining the team, Christina worked as a legal consultant and legal counsel for the Saskatchewan financial services and consumer protection regulator, where she provided comprehensive legal services in the areas of Securities, Consumer Credit, Consumer Protection, Corporate Services, Insurance and Real Estate and Pensions. Christina has also worked at one of Canada’s largest regional law firms, where she maintained a general legal practice with a focus on corporate commercial law and labour and employment law. Christina holds a Juris Doctor degree and a Bachelor of Science (Psychology) degree.

Karina Franklin

Dip. Admin.

Legal & Compliance analyst

With training and nearly a decade of experience as a paralegal, Karina brings her professional manner, strong attention to detail and affinity for organization to her role as an Analyst in Legal and Compliance.  Having joined the team in 2015, Karina initially assisted with underwriting activities such as managing our sales pipeline but has recently moved to our growing legal department.

peter fenton

J.D., MBA

senior legal counsel

Peter is a seasoned legal professional with expertise in business planning, corporate strategy, business development, and strategic negotiations. Prior to joining the team, Peter practiced as a solo practitioner with a focus on the mining, manufacturing and real estate development. Peter also held management roles in the strategy and development department of the world’s largest diversified mining company, and practiced with one of Canada’s largest regional law firms. Peter holds MA and JD degrees from the University of Western Ontario, an MBA from Royal Roads University, and a BA(Honours) from the University of Saskatchewan.

Renae Simpson

Legal Analyst & Special Projects

Renae brings with her 17+ years’ of professional experience in a multitude of industries throughout Saskatchewan and Alberta. She has a unique ability to prioritize, organize and strategically plan which has allowed for her continued growth within TTSG. Renae recently transitioned to the legal department where her talents will be utilized to establish systematic programs, manage projects & assist the legal team. She will continue to support the CEO & VP of Strategic Projects on the many ongoing special projects which will allow TTSG to better serve our elite clientele.

Stephanie Tynan

B.A. (Phil.), LL.B.

Legal Counsel

Stephanie is an advisor and mentor to the TTSG team and shares her knowledge at internal training sessions.  She was a former partner at McDougall Gauley Law firm where she practiced from 1992-2004 in Corporate and Commercial areas of the law. Stephanie is extensively involved in the Canadian Bar Association and was a former sub-lieutenant, Canadian Armed Forces, Naval Reserves.

Ward Spencer

J.D.

Student at Law

Ward recently graduated from the University of Saskatchewan and holds a Juris Doctor degree. Ward’s main areas of study were litigation, corporate commercial and tax law. During his time in law school, Ward was a Vice President of LEVEL justice and a council member of the Law Students’ Association.

Adam Frank

Systems Administrator

Adam Frank brings to TTSG over 10 years’ experience in the IT industry, having led significant projects for expanding businesses across Canada. As TTSG continues to expand across North America, IT Security will be a major priority for us and our clients. Adam will light the digital way forward for our group of companies with his experience and deep passion for learning and IT security.

Amber Solda

Marketing & Communication Analyst

Over the past 15 years, Amber has gained dynamic, in-depth experience as a digital and inbound marketing specialist with various businesses throughout Saskatchewan and Alberta.  Joining the team in January 2019, she encompasses a range of strategic edges to uncover, create and amplify the innovations of The Targeted Strategies Group.

Anna Graw

Office Manager

Anna brings with her 25 years’ of corporate travel and customer service experience.  She is highly motivated, resourceful and detail oriented.  She is responsible for all office procedures and uses her organizational skills to ensure smooth operations in a busy work environment.

Anne Marie Gallivan

Executive Assistant

Anne Marie brings with her 40 years’ of professional experience in administration in accounting, tax, real estate and financial planning. Her ability to prioritize, organize and strategically plan in depth tasks and schedules is a great contributing factor in successfully supporting Harley Mintz.

Brendan Fowler

CPA, CA

Treasury Manager

Brendan holds a Bachelor of Commerce degree from McGill University and a Chartered Professional Accountant (CPA) designation.  Brendan brings over 10 years’ of progressive accounting and treasury experience, beginning his career in assurance and advisory with one of the Big 4 accounting firms.  After obtaining his designation, he has been a key contributor to the financial reporting and treasury management of both private and public companies in the Oil and Gas Industry in Calgary, Alberta.

Christa Ragoonath

Executive Assistant

Christa is an accomplished, highly-specialized Executive Assistant. She makes it her mission to understand the CEO’s role thoroughly to become a seamless extension and gateway, facilitating communication, and expertly managing all day-to-day affairs for Susan Kichuk to free her up to focus on strategic activities essential to the success of the business.

Cindy Sawchuk

B. Comm.

Manager, Special Projects

Cindy joined the team in 1998 after completing her Bachelor of Commerce (Finance) from the University of Saskatchewan. Thanks to her lengthy tenure with the company, Cindy has a profound knowledge both of the unique planning problems faced by our clients and of the market-leading solutions we have devised for them.

Dean Carpenter

CPA, CMA

Corporate Controller

Dean holds a Bachelor of Commerce degree in Accounting from the University of Saskatchewan as well as a CPA designation.  Prior to joining the team, Dean held the Assistant Controller and then Controller positions at an industrial distributor where he had responsibility for month-end, internal controls, external audits as well as a couple of ERP conversions.  Previous to that Dean was the Controller for a family owned manufacturing business.

Del Gauthier

Prospect Manager

Prior to joining our team, Delphine (Del) gained 20 years’ experience in the private sector and manufacturing sectors providing executive management support. With a strong background in customer service and organizational processes, she also brings with her a high attention to detail, a can-do attitude and exceptional prioritizing abilities.

Liam Shaw

MBA

Strategic Projects Analyst

Before joining TTSG, Liam held CFO, controller, and corporate accountant positions. He has a track record of building respectful, enduring relationships and successfully managing changing demands and circumstances to produce positive outcomes. He holds an EMBA degree from the University of Fredericton, a BComm in Finance from the University of Calgary, and a BA in Political Studies from the University of Saskatchewan. Liam has a passion for connecting with people and utilizing numbers to inform decision-making.

Lil Freitas

Executive Assistant

Lilly (Lil) is a consummate and polished paraprofessional with 20+ years of experience.  Prior to joining the company, she worked for a large engineering firm as the Senior Executive Assistant to the President.  She’s results driven, detail oriented and extremely resourceful.  Her interaction with people both in the workplace and in her private life is always positive and cheerful. She takes great pride in fostering healthy relationships.

Lisa Tourand

Head of deal logistics

Lisa Tourand has been with The Targeted Strategies Group for more than six years, participating in almost every aspect of the organization. Originally, the Executive Assistant to Garnet Morris, she has worked in both our Underwriting and Account Management teams. Her longevity and tenure, coupled with a high ability to prioritize and strategically organize information, has become a valuable asset in her role as the Head of Deal Logistics.

Meagan Cockrill

CPA, CA

Business Intelligence Analyst

Meagan brings experience in public practice and industry to her role. Prior to joining the team in January 2019, Meagan obtained her Chartered Accountant designation with KPMG LLP in Vancouver. While working at KPMG, she specialized in assurance services for mining, forestry, and manufacturing clients. After obtaining her designation, she worked in industry as a Senior Financial Analyst. Her role included implementation of a new tool for budgeting and forecasting, and performing financial modelling to align with the organization’s strategic plan.

Monte Gorchinski

CPA, CA

Special Projects

Monte is a business advisor with twenty five years’ of leadership experience with a national public accounting firm working with owners, senior management and members of boards on matters of financial analysis, procedures, business risks, investments, financing, taxation planning, compliance reporting and management accountability.

SOnya Salami

Executive Assistant

Sonya is a seasoned Executive Assistant with over 20+ years in the Oil & Gas industry. She has extensive experience with all administrative tasks, and is able to tailor her skills to meet the needs of others and is very effective at teaching new staff. As a Senior Assistant, she also has planned several staff events and is able to interact directly with potential and existing clients.

Tracy Glover

Senior Financial Administrator

Tracy has over 15 years’ of progressive accounting experience in various industries including construction, mining, retail and public accounting. She has held roles such as Corporate Controller, Assistant Controller and Senior Accountant. She has experience in multiple jurisdictions including England, and the United States. Tracy’s varied experience brings strength to the finance team at TTSG.