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.

Team Brochure

Our team of experts

Senior Wealth Advisor & Portfolio Manager
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Having been raised in an entrepreneurial family Shawn was instilled with the importance of hard work, trust and compassion.  Working in two family businesses from a young age he became well aware of the challenges that many small business owners and professionals face in Saskatchewan.

Shawn graduated from the University of Saskatchewan with a bachelor's degree in commerce, majoring in both finance and business economics.  Upon graduation he moved overseas, gaining valuable work experience in finance in Tokyo as a foreign exchange "day trader".  This international experience set him up for various opportunities back in Canada where he accepted a position as a small business lender with a leading Canadian bank.  This experience further reinforced his passion for assisting small business owners and professionals to succeed but his true passion still lied within the investment industry where he felt he could add even more value to his clients.

Soon after, Shawn became a Wealth Advisor with a leading full service brokerage firm where he worked closely with clients and guided them through the very tumultuous 2008 financial crisis.  Lessons learned from that time shaped his outlook on financial markets and guided him to further advance himself by gaining his Chartered Investment Manager (CIM) designation; allowing him to provide discretionary portfolio management to his clients.

In the summer of 2015 he joined the National Bank Financial along with Dave Dutcheshen, whom he partnered with at BMO Nesbit Burns for several years; as well as Brenda Serfling, their own in-house certified financial planner.  Together they built a team focused on providing exceptional solutions to exceptional clients.

Shawn is married to his amazing wife Lara, and together have two incredible children, Dylan and Bryn.  Shawn is actively involved in his children's lives and enjoys coaching Dylan's hockey team.  Together as a family they enjoy many sports and spending time outdoors whether it be at the lake or in the Rocky Mountains. 

Wealth Advisor & Portfolio Manager
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David was born and raised in Kamsack, SK.  Growing up in a farm and business background has helped mold him into a hardworking and proactive individual who has a strong appreciation for family and friends. 

David graduated in 2003 with a bachelor's degree from the University of Saskatchewan.  His professional career in finance  started as a Commercial Account manager with BMO Bank of Montreal where he worked with progressive farmers and small business owners; helping them expand and  grow their businesses.  After doing that for 6 years David took a great opportunity to join Shawn Veroba as a Wealth Advisor at BMO Nesbitt Burns.  We are very excited to have had the opportunity to come to National Bank Financial together and further expand our team adding Brenda Serfling; our own in house Certified Financial Planner.  David has had a passion for investing and financial planning from an early age; and has now completed his Chartered Investment Manager designation.

David is married to Raelynn; a dedicated teacher in Yorkton; and they have two beautiful daughters; Abby & Taylor.  David enjoys golfing and spending quality time with family and friends at their cabin at Madge Lake.

Penny Sandercock, PFP

Senior Wealth Associate
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Penny spent her childhood years in Balcarres, Sk.  Rural Saskatchewan has been a important part of her past with the family farm and 4H.   In 1977; she joined the RBC Royal Bank; holding numerous positions over the 25 years of employment including Teller; Deposit Clerk; Loans Manager and Account Manager of Investments.  In 1997; she enhanced her career by accepting an invitation to join the Kim Sapara and Kris Sapara  forming the Sapara Wealth Management Team at RBC Dominion Securities.  In 2002 Sapara Wealth Management joined Wellington West Investments  now formerly know as National Bank Financial Wealth Management.  Penny continued to enhance her skills and knowledge of the investment industry; successfully completing her Canadian Securities Course and Personal Financial Planner designation.  The Financial Industry has been Penny's passion for the last 40 years.

In 2015; the Sapara Wealth Management Team was happy to have the Veroba-Dutcheshen Advisory Group join them in their office.  Shawn Veroba, Dave Dutcheshen and Brenda Serfling added great value to the office.  We are a very strong Team bringing  together the expertise required to do the best for our clients in all aspects of their needs. 

Penny is very active in the community; serving on the Yorkton Chamber of Commerce Board and as Past President and now Board Director the Yorkton Exhibition Association for the last 24years. She also holds a Board Director role on the the Parkland Outdoor Show. Community involvement and Volunteering is very important to her.  Penny enjoys her busy lifestyle along with her husband Joe and children.  Penny and her family are avid hunters and spend many family vacations at their northern cabin in the Wild Cat Hills.

Brenda Serfling, CFP

Senior Advisor - Business Development, Financial Planning
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Brenda grew up on a family farm, in the small town of Nokomis. SK. She has made Yorkton her home for the past 25 years and was fortunate to have the ability to raise her two children in this area.  She has a strong understanding of rural Saskatchewan and the farming community.  Brenda appreciates and knows the value of being involved in her community and spending time with family and friends.

She has over 20 years of experience in the Financial Services Industry.  Her career in the financial sector consisted of positions with RBC Royal Bank, BMO Nesbitt Burns and then in year 2000, she moved to BMO Bank of Montreal as a Financial Planner.  Brenda is a Certified Financial Planner and a member of the Financial Planning Standards Council of Canada.  In the summer of 2015, she was thrilled to have the opportunity to join Shawn Veroba and Dave Dutcheshen at National Bank Financial Wealth Management and become a part of the Veroba-Dutcheshen Advisory Group.  Throughout her entire career she has worked in the area of investments and financial planning.  Brenda enjoys getting to know and working with clients to help them feel comfortable and confident with their financial future.

She feels fortunate to live in Yorkton.  Living an active and healthy lifestyle is very important to her; and Yorkton, with its surrounding area allows her to enjoy golfing, skiing, biking, curling and the many beautiful parks and lakes.

Jena Kitzul

Associate

Lara Veroba

Associate

Collaborators

Karen Biggar

Senior Personal Banker
National Bank of Canada
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Karen Biggar is a Senior Personal Banker at National Bank of Canada, with over 25 years of experience in the Financial Services industry.

Karen is committed to providing an exceptional level of customer service in all business interactions. She is skilled in preparing customized solutions for Personal and Small Business clients’ borrowing and banking needs. Outside of work, she is passionate about volunteering and giving back to the community in which she lives and works.

Gerry Mercer

Manager
Commercial Banking, Agriculture & Agribusiness
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Gerry has been working in Commercial and Agriculture banking for the past 12 years, providing financial solutions and advice to assist clients with their business needs.

Prior to joining National Bank, he received his business education at Ryerson University in Toronto Ontario, before beginning his career working in a variety of business-related roles such as sales consulting, risk management and financial planning. For the past 6 years in his role as Manager, Agriculture & Agribusiness for National Bank, his focus has been to provide lending support and expertise to local Producers and Agricultural suppliers working in Saskatchewan.

Gerry remains active in the Saskatoon community by coaching minor hockey in the winter, as well as coaching soccer in the summer.

Trish Carver

Insurance Advisor CPA, CA, CFP, TEP
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Trish has been providing tax and estate planning advice to high-net-worth clients for nearly 25 years, combining her knowledge and experience to help affluent families achieve their financial goals.

She began her career working in the audit and tax groups of a major accounting firm and from there, spent 18 years in the tax and estate planning division of a life insurance company.  Prior to joining National Bank Financial, Trish worked with a large financial institution as a Wealth Strategist, delivering financial planning advice for high-net-worth clients with complex planning needs. Now, in her role as Insurance Advisor, she supports NBF Wealth Advisors across Manitoba and Saskatchewan to identify and address their clients’ insurance needs, working closely with our Financial and Estate Planning partners.

A graduate of the University of Manitoba (B.Comm. Hons.), Trish holds her Chartered Accountant designation, is a Certified Financial Planner and has obtained the Trust and Estate Practitioner designation.  She is currently serving as Public Relations Officer for the Society of Trust and Estate Practitioners (STEP), Winnipeg chapter.

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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