Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Investment Advisor, Vice President
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Donna is a skilled investment and wealth management specialist who leverages her teams combined 45 years of advisory experience to help clients achieve their goals. She places her clients interests first, and provides expert advice with dedication and care. For the benefit of her clients, she has built a team of experts within and outside National Bank Financial to meet the specialized needs of her clientele.

Donna and her team live their slogan "Together anything is possible", giving generously of their time and resources. She is an active supporter of the Children's Wish Foundation, Red Cross of Canada, the Regina Food Bank, and Carmichael Outreach, and is known for her passion to help families in need within the communities she serves. This year alone, Donna and her team provided 100 kits for individuals in need that included personal care products, blankets and clothing.

The Schneider Financial Group take pride in the fact that the majority of their client relationships span greater than 25 years. Donna and her team have received many accolades, most recently recognized as “Investment Advisor of the Year” and “Team of the Year” for the Prairies for National Bank Financial. Additionally, her team won a nationally recognized award from Wealth Professionals for Women-Led Advisory Team of the Year in 2019.

Associate Investment Advisor
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Stephanie is a wealth advisor who helps clients enhance their financial well-being, by offering skilled investment, planning and wealth protection advice.  She is enthusiastic about getting to know her clients unique situation and customizing solutions to help them preserve and grow their wealth.

She has over 15 years of experience and is dedicated to education and skill enhancement.  She attended the University of Regina and has earned the title of Associate Investment Advisor by completing education and demonstrating skill in providing holistic advice.

Stephanie and her husband Josh have two children, William & Poppy and live in White City with their two boxers Bella and Bronson. In 2019, she was among 5 national finalists nominated as Rising Star Investment Advisor of the Year by Wealth Professionals.

 

Investment Associate
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Currently working as an Investment Associate for Schneider Financial Group he is focused on portfolio analysis, financial planning, insurance, and helping clients reach their financial goals. A graduate from the University of Regina with a Bachelors of Business (Major in Finance) along with one semester at the University of Technology Sydney where he was fortunate enough to be selected within the Study Abroad program. Dallas has completed the CSC, CPH, WME, and LLQP level 1 exams and is pursuing his CIM designation.

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Andrea Overend-Taylorson joined our team in 2019 with over 25 years of experience operating a family business and a wealth of knowledge in administration.  She will be assisting our team with various administration duties and money movement. Outside of work Andrea is kept busy being a mother to 5 children and enjoys spending quality time with family.  Andrea is very knowledgeable with administration and will be able to assist you with any questions you may have.

Investment Associate
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Ivy joined our team in the summer of 2019 with 4 years of experience in the Financial Industry with 2 major Canadian Banks. She graduated from the Central European University in Budapest, Hungary in 2003 and holds a Master of Arts degree in Gender Studies (in addition to Bachelor of Arts degree in International and Comparative Politics).  Having travelled and lived in various countries across the globe, she decided to make Regina home about 10 years ago. A busy mother of two, Ivy is actively involved in her kids bustling schedules. She devotes her free time to reading, tennis/golf and acting.

Complementing her University education Ivy has also completed her CSC, CPH, LLQP, and Wealth Management courses through CSI.

Our Partners

Insurance Advisor
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Senior Advisor, Financial Planner
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Senior Personal Banker
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Associate Vice President, Commercial & Agriculture Banking - SK  
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Contact us

Get contact information for our team members and find out where our offices are.