Norm Tonnies

Senior Financial Consultant

Mercator Financial – Manulife Securities Investment Services Inc.
Life Insurance Advisor - Mercator Financial Inc.

250 Central Avenue North, Suite 3
Swift Current, SK   S9H 0L2

PH: (306) 778-6611 | FAX: (306) 778-7644
Email: norman.tonnies@manulifesecurities.ca

Norm’s extensive knowledge in wealth management, insurance, estate planning and tax related issues has helped countless clients realize their personal and life goals. Norm became a partner at Mercator Financial in 2005, after becoming a financial advisor in 1996. He is most passionate about helping families achieve and surpass their goals. 

Norm’s ability to communicate and explain complicated investment strategies are second to none coupled with his no-nonsense approach to investment planning. He values honesty and openness above anything else. Norm is always committed to doing the right thing for his clients and he is generous to his core.

Norm resides in Swift Current with his wife Jody and his three children, Ethan, Jackson and Avery. They enjoy their summers camping at Lake Diefenbaker and spend the better part of the winter watching hockey and volleyball. Norm and his family love to travel. 

NORM'S SUPPORT STAFF

Sandi Silzer: Client Sales Assistant to Norm Tonnies, Manulife Securities Investment Services Inc.
Lindsay Aman: Client Sales Assistant to Norm Tonnies, Manulife Securities Investment Services Inc.

Chad MacLeod, BBA, CFP ®

Financial Planner

Mercator Financial – Manulife Securities Investment Services Inc.
Life Insurance Advisor - Mercator Financial Inc.

250 Central Avenue North, Suite 3
Swift Current, SK   S9H 0L2

PH: (306) 778-6611 | FAX: (306) 778-7644
Email: chad.macleod@manulifesecurities.ca

Chad graduated with a Bachelor of Business Administration degree from the University of Regina with a major in Finance in 2013. Chad was selected as a member to the Paul J Hill School of Business team which competed against other Universities at the annual JDC West competition. He joined the University of Regina’s investing program where he was a Fund Manager in the Financial Sector.

After graduation, Chad opened and operated his own business in Regina working for over 30 homebuilders. In 2015 Chad was enticed by Travis Cuthbert and Larry Jensen to join their financial planning team here at Mercator Financial. Chad received his Certified Financial Planning designation in 2018.  He also has his Canadian securities license and life license. 

Chad and his wife Janelle were both born and raised in Swift Current. Janelle is a Registered Nurse at the Swift Current hospital. They have two children, Leo MacLeod, who was born September 2016 and Maddison Macleod who was born April 2020. Chad and Janelle enjoy travelling and spending time with friends and family. Chad is an active member of the community serving in the Kiwanis club of Swift Current. 

CHAD'S SUPPORT STAFF

Twylla Kinch: Adminstrative Assistant to Chad MacLeaod, Manulife Securities Investment Services Inc.
Wendy Zanidean: Client Sales Assistant to Chad MacLeod, Manulife Securities Investment Services Inc.

Craig Robinson, B. COMM, CFP ®

Senior Investment Advisor & Financial Planner

Mercator Financial – Manulife Securities Incorporated
Life Insurance Advisor - Mercator Financial Inc.

250 Central Avenue North, Suite 3
Swift Current, SK   S9H 0L2

PH: (306) 778-6611 | FAX: (306) 778-7644
Branch PH: (306) 778-0730 | Branch FAX: (306) 778-0731
Email: Craig.Robinson@manulifesecurities.ca

Craig has enjoyed working in the Financial Services industry since 2000. Craig joined the Mercator Financial team in the summer of 2006. As a wealth advisor with Mercator Financial, Craig believes in taking time to get to know you and your family. He believes it is important to understand the life goals of families and builds a customized plan to meet those goals.

Craig specializes in retirement income planning, tax reduction strategies, investment planning, and estate planning. Craig obtained his Bachelor of Commerce degree from the University of Saskatchewan. Craig is a big picture thinker and good listener; he also holds the Certified Financial Planner designation which identifies him as a true professional when it comes to dealing with clients ever-changing needs.

Craig was born and raised in Swift Current. He and his wife Karla have two wonderful boys. In his spare time Craig enjoys spending time with his family, traveling, assisting in his son’s sporting activities and golfing.

Craig is committed to helping his clients “Awaken Their Wealth” by showing compassion and understanding in order to reach their goals.

CRAIG'S SUPPORT STAFF
Donna Gatzke: Adminstrative Assistant to Craig Robinson, Manulife Securities Incorporated

Travis Cuthbert, B. COMM, CFP ®

Financial Planner

Mercator Financial – Manulife Securities Investment Services Inc.
Life Insurance Advisor - Mercator Financial Inc.

250 Central Avenue North, Suite 3
Swift Current, SK   S9H 0L2

PH: (306) 778-6611 | FAX: (306) 778-7644
Email: Travis.Cuthbert@manulifesecurities.ca

Travis graduated from the College of Commerce at the University of Saskatchewan in the spring of  2004. After a brief stint as a world traveler, he was enticed back home by the team at Mercator Financial to pursue a career in the Financial Services industry in the fall of 2006. Travis continued his education by completing the Canadians Securities Course, Life Insurance license and Certified Financial Planners designation.

Travis’s ability to build personal relationships with people is one of his core strengths and is instrumental in his day to day business operations. He is very passionate in his ability to help clients manage not only their investment assets but as well ensure that they are able to control their debt commitments efficiently. Travis takes pride in helping clients understand their current financial situations and provides them with the tools required to formalize goals and attain them within their stated timelines.

Travis and Shauna were both born and raised in Swift Current and are excited about raising their family in such a wonderful community. Travis and Shauna have been blessed with two daughters and a son, Talyah (2009), Saylor (2011) and Drew (2014). Travis is an active member of the local Kiwanis club and served as President, he was the events coordinator of the Swift Current Centennial Celebration and has coached volleyball at the high school and college level.

TRAVIS' SUPPORT STAFF

Chad MacLeod: Financial Planner to Travis Cuthbert, Manulife Securities Investment Services Inc.
Twylla Kinch: Administrative Assistant to Travis Cuthbert, Manulife Securities Investment Services Inc.
Wendy Zanidean: Client Sales Assistant to Travis Cuthbert, Manulife Securities Investment Services Inc.

Juan Cabrales, B. COMM, CFP®

Financial Planner

Mercator Financial – Manulife Securities Investment Services Inc.
Life Insurance Advisor - Mercator Financial Inc.

250 Central Avenue North, Suite 3
Swift Current, SK   S9H 0L2

PH: (306) 778-6611 | FAX: (306) 778-7644
Email: Juan.Cabrales@manulifesecurities.ca

Juan joined Mercator Financial in 2016 as a summer student. Upon completing his Bachelor of Commerce in Finance from the University of Saskatchewan in 2017, Juan joined Mercator Financial full time.  Since then, Juan has continued his education by completing his Certified Financial Planner designation, Life Insurance license, and Canadian Securities Course. Juan aims to educate his clients on financial topics and work alongside them to help achieve their goals. 

He is a driven individual with a focus on helping people and continuously learning new things. In his free time Juan is staying active in the community with coaching or volunteering at various events. He also enjoys keeping active and spending time with his partner Hayley Chalk and their dog Lou.

Associate Advisor Team:

Karen Cox: Administrative Assistant, Manulife Securities Investment Services Inc.
Marcy Feicht: Client Sales Assistant, Manulife Securities Investment Services Inc.

Randy Sommerfeld, B.Th., BSA, CFP ®

Financial Planner

Mercator Financial – Manulife Securities Investment Services Inc.
Life Insurance Advisor - Mercator Financial Inc.

250 Central Avenue North, Suite 3
Swift Current, SK   S9H 0L2

PH: (306) 778-6611 | FAX: (306) 778-7644
Email: Randy.Sommerfeld@manulifesecurities.ca

Randy started his career in banking in 1981. He worked with TD Bank, the Credit Union system, and as a Provincial Agricultural Lender. Randy joined Mercator Financial in 1998 and has two degrees, including a Bachelor in Theology and a Bachelor of Science in Agriculture with a major in Economics. He completed the Canadian Securities Course in 1996, attained the CFP designation in 2000 and also has his Life Insurance License. 

Randy greatly enjoys the financial planning aspect of the business and firmly believes that the financial plan is a great tool to use, alongside a portfolio review to achieve financial goals. He enjoys helping clients understand their current financial position and the actions they need to implement to achieve their goals. He has a strong commitment to consistently strive to stay on top of change and help clients understand how the changes can be effectively and efficiently built into their financial plans. Randy is here to listen to what his clients need and aims to meet those needs in the best way he can. 

Randy and his wife are Swift Current Broncos fans and enjoy attending as many games as possible. When not working or attending Broncos games, Randy enjoys working around the yard, attending to his crops, watching sports, golfing and playing board games with his family and friends. A firm believer in finishing what you start, Randy is a dependable man who believes that when presented with a problem you’re best to show up, roll up your sleeves and get to work.

RANDY'S SUPPORT STAFF

Juan Cabrales: Financial Planner to Randy Sommerfeld, Manulife Securities Investment Services Inc.
Karen Cox: Administrative Assistant to Randy Sommerfeld, Manulife Securities Investment Services Inc.
Marcy Feicht: Client Sales Assistant to Randy Sommerfeld, Manulife Securities Investment Services Inc.

Mark Jensen, B. Comm, CFP®

Financial Planner

Mercator Financial – Manulife Securities Investment Services Inc.

P.O. Box 8118
4816 51st Ave., Suite 202E
Bonnyville, AB
T9N 2J4

PH: (306) 778-6611 | FAX: (306) 778-7644
Email: m.jensen@manulifesecurities.ca

Mark has been working in the financial services industry for seven years and started in a sub office with Mercator in December 2019. Mark has three years of experience in commercial banking and four years in wealth management and financial planning. He completed his Bachelor of Commerce from the University of Saskatchewan and has coupled his degree with a Certified Financial Planner designation. 

Mark is passionate about helping people achieve their goals and understand their financial situations. He aims to help customers improve their financial literacy so they can make more educated decisions when it comes to their hard-earned money and financial situations. Mark prides himself on bringing a kind, honest and personable approach to understanding financial information and financial planning. He strives to connect with customers on a personal level and build trusting relationships. 

Much of Mark’s free time is spent with his young family and, often on a Sunday morning, you can find him chasing his kids around the house with coffee in hand. An avid sports fan, he is waiting to see the Leafs win the Stanley Cup. Mark is passionate about giving back to the community by actively supporting causes that provide underprivileged children the opportunity to participate in sports. When he isn’t working or chasing his kids, Mark can often be found playing or coaching hockey, golfing, adventuring out to the lake, or planning their next family adventure. 

Bonnie Martens

Administrative Assistant

Bonnie has been working in the financial services field for 34 years. She has 26 years experience in banking including lending and customer service and has worked with Mercator Financial for 8 years. Bonnie brings a great deal of knowledge in financial products & services, she enjoys a challenge and is dedicated to doing the best job possible. When she is not working, Bonnie enjoys camping, golfing, and playing with her granddaughters. You can usually find Bonnie enjoying a cup of coffee and a good book on the deck on a Sunday morning in the summer, and in the winter having breakfast out with good friends. She enjoys travelling with friends and is hoping to go to Hawaii this year, which has been on her “bucket” list for a long time. 

Connie Schlamp

Administrative Assistant

Connie joined the financial services industry in 2009, working as the head teller in a financial institution. In 2014, Connie joined the Mercator Financial team starting at reception and has since moved into the Administrative Processing Department. Prior to joining the financial services industry, Connie completed 30 years of service in the automotive wholesale industry in accounts receivable, accounts payable and general office management duties. Connie is a quiet individual who enjoys relaxing in her backyard, going on warm winter vacations, creating in her craft room, and spending time with her family.

Donna Gatzke

Administrative Assistant, Manulife Securities Incorporated

Donna has been in the financial services industry since 1996 and was on the team when Mercator Financial officially opened to the public in December of 1999.  Donna is a visionary and one of her strengths is building branded events and strengthening client relationships. Donna is described by her peers to be kind, creative, fun, and extremely approachable. Donna is often commended for her people skills but has a lesser known aptitude for computers. Donna has progressed through the firm as Receptionist, Administrative Processor, served as Marketing and Events Coordinator for 11 years and in 2018 transitioned into a Personal Administrative Assistant role.

Donna has the Canadian Investments Funds Operations Course and works closely with Senior Investment Advisor, Financial Planner and IIROC Advisor Craig Robinson to ensure all administrative issues are processed in a timely and efficient manner.

Donna is married with two grown boys and a Chocolate Lab. Together they are starting to implement the strategies taught at the Mercator Retirement/Lifestyle Seminars and visualizing what their lives will be like in the next phase. Together with her husband Donna enjoys watching movies, relaxing in her backyard in the summer and travelling to visit their sons.

Donna’s passion is people and she loves building relationships

Doreen Nicholson

Administrative Assistant- Manulife Securities Investment Services Inc.

Doreen joined Mercator Financial in February 2020 and works assisting Mark Jensen in the new Bonnyville office. Doreen has more than twenty years experience in the financial services industry. Doreen is a born and raised local which has helped shape her into a community centric person, providing a positive customer experience that is built on trust and product knowledge. In her spare time Doreen enjoys spending time with her grandchildren, cross-country skiing, and relaxing at the lake. 

Lindsay Aman

Client Sales Assistant- Manulife Securities Investment Services Inc. 

Lindsay has been working in the financial service industry since 2005. She started with Mercator Financial in April 2013 after working with RBC in the Vancouver and surrounding area. She then moved to Swift Current in 2009 working with RBC for two year before working at BMO in 2011. Lindsay has completed her Canadian Securities and Canadian Securities Operations courses in addition to having a certificate in Office Administration. When Lindsay isn’t busy being an imperative member of our office, she is caring for her two dogs and her cat.

Karen Cox

Administrative Assistant

Karen has been working in the financial industry for over 25 years.  She began her career with Scotiabank in 1994 gaining a wealth of experience from various positions such a Account Manager – Small Business and Manager Customer Service.  Karen joined the Mercator Financial team in 2008 and currently works as an Administrative Assistant.  Together with her banking experience you will find a dedicated employee who is thorough, intuitive and determined to provide outstanding customer service.  Outside of the office you will find Karen cheering on her Vancouver Canucks, gardening and enjoying time with family and friends around a bonfire at the Saskatchewan Landing.

Marcy Feicht

Client Sales Assistant, Assistant Branch Manager - Manulife Securities Investment Services Inc.
Life Insurance Assistant - Mercator Financial

Marcy started her career in the Financial Services industry in 1993.  She continued to further her education by completing several financial courses and attained her Mutual Fund and Life Insurance licenses.  Marcy began working in administration and trade processing later advancing into Supervisor, Branch Manager and Provincial Compliance Officer roles.  In 2007, Marcy and her family moved to Swift Current where she began working at Mercator Financial as Branch Manager.  Marcy has since transitioned to a Licensed Assistant where she continues to use her extensive years of experience and knowledge in the Financial Services industry to provide exceptional service for their clientele.  Marcy is recognized for her efficiency, hard work and determination when handling client accounts.  Marcy and her husband Trevor have two children Dayne and Shaelyn.  They enjoy their time following their children’s activities, camping, travelling, and spending time with family and friends.  

Tamara Veason

Associate - Mercator Financial

Administrative Assistant - Manulife Securities Investment Services Inc.

Tamara has 20 years experience in bookkeeping and financial administration services and has been with Mercator Financial for five years, predominantly working in financial administration.  Tamara is recognized for her efficiency, organization, and hard-working attitude.   When not working, she likes to be camping, reading, cooking, exercising, golfing, and spending quality time with family and friends.  

Toni Klink

Branch Manager - Manulife Securities Investment Services Inc.

Toni began her career in the Financial Services Industry in 1975 working with a major chartered bank for nearly 40 years, primarily in Southwest Saskatchewan. During that time she worked her way through various positions within the organization, completing several financial courses. Toni brings with her a strong background in management skills, customer service, and a wide range of financial services expertise. This includes investing and lending to Personal, Small Business, and Agricultural clients. Toni's strength has always been providing the best client experience possible while continuing to ensure accuracy and integrity are consistently at the fore front for each and every client transaction. Toni joined the Mercator Financial Team in the fall of 2014 as Branch Manager with her primary responsibility being the branch supervision and compliance officer.

Toni and her husband, Richard, both grew up in Southwest Saskatchewan and are currently residing in Swift Current. Toni and Richard have three adult children - Shari from Shaunavon, Tara from Saskatoon and Jeff who lives in Swift Current. In addition they have five grandchildren. Toni and Richard spend their spare time enjoying their children and grandchildren with a strong interest in hockey, soccer and various other sports that their children and grandchildren participate in. When they aren't at the rink or at the soccer pitch they are busy in their backyard gardening. 

Twylla Kinch

Administrative Assistant

Twylla started her career with Mercator Financial in July 2005 and has over 25 years of experience in the Financial Services industry. She is a valued assistant who is passionate about putting the clients’ needs first and providing them exceptional service.  Twylla is a very loyal, dedicated employee who has a wealth of administrative knowledge and will go above and beyond to complete any task asked of her.  Her bright positive personality has attributed to the strong relationships built over the years with clients and amongst her peers.  She is married with one son, in her free time enjoys baking, taking long walks and spending quality time with family and friends. 

Wendy Zanidean

Client Sales Assistant – Manulife Securities Investment Services Inc.

Wendy joined Mercator Financial in November 2009, starting out as a processor, and has since become a Client Sales Assistant. Prior to joining Mercator Financial, she was at CIBC for 31 years. Wendy has successfully completed her Mutual Fund training to further complement her ample experience in the industry. Wendy is noted for her meticulous work and organizational skills, in addition to being a positive, pleasant and easy-going member of the team. In her free time, she enjoys spending time with her grandchildren.

Sandi Silzer

Client Sales Assistant - Manulife Securities Investment Services Inc.

Sandi has worked 26 years in the accounting and investment industry and has been with Mercator Financial for 20 of those years. In addition to ample industry experience, Sandi has also completed her Mutual Fund Investment course. Sandi is applauded for her dedication, thorough and organized nature, and hardworking attitude. She is often considered quiet but immensely kind. Sandi enjoys spending time with her family, watching her children’s sporting events, reading, and golfing with friends. Sandi identifies her life motto as “treat others how you wish to be treated”. 

Lori Johnson

Administative Assistant - Manulife Securities Incorporated

Lori joined the Mercator Financial team in 2014.  Lori has been in the customer service industry since the age of 16, her goal at Mercator Financial is to provide clients with a personal and friendly experience. Lori is known to be a cheerful, pleasant person, with a tendency to be a prankster. When not busy with her kids, Lori enjoys travelling, camping, fishing and spending time with friends and family.