The challenge for many organizations today is finding the right group retirement programs for their employees while striking a balance between price, products, and services.   Ensuring employee engagement is being met is what will really defines success in such plans. Being able to get support and information on investment options in a manner that is clear and logical is the key to better decisions being made by plan members.


Stan Konda has been helping his clients and group plan members find these solutions for many years by being independent, incorporating exhaustive research and attending various segregated fund manager presentations.  This provides the edge for his clients.  Depending on the company, educating employees via seminars, email and mail outs on related financial planning matters help with the holistic approach to financial planning which at times can be overlooked.


Stan collaborates with a select team of industry specialists and has a team of accredited advisors who are available to help implement the insurance based group retirement program as needed. 


Working closely with the plan administrator to ensure CAP guidelines are being met via annual reviews and checklists provides the governance and structure for a bullet proof pension plan.

Providing unbiased advice and customized solutions is a commitment Stan has made when consulting with his group clients for employee benefits.  In order to attract and retain key personnel it is paramount to have a competitive and comprehensive package of benefits to offer your employees.  Cost Analysis, plan design and having the ability to work with the top insurance carriers and experts in the business allows for Stan to provide outstanding counselling in this space.
 

Sherri Syrnyk
Administrator & Operational Support


Sherri has been a longstanding and dedicated support person in the financial services industry since 1996 and her experience and work ethic is a valuable asset.  In her role, Sherri is responsible for providing service excellence to all clients by processing transactions, follow-up support, setting up meetings and maintaining regular communication.


Outside the office, Sherri enjoys spending time with friends and family. Cooking, music and travelling are some of her many passions. She is married and has 3 grown sons. 
 

Danny Tasca
CFP®
Group Pension Insurance

 
Danny’s professional career spans many decades.  He worked in the professional accounting industry from 1985 to 1992.  In that period he obtained his CA designation in 1988.


He then transitioned into the financial services industry in 1994 and obtained his CFP designation in 1998.  Danny is insurance licensed and has been providing insurance and investment advice for many years.  Danny provides support to Stan and his team when needed on insurance based group pensions plans.   


Outside the office, Danny enjoys hockey and golf.  His hobbies also include auto detailing and coin collecting. Married for over 25 years, his family also includes a son and daughter.
 

Terry Jackson
Group Pension Insurance


Terry has been working in the financial services space since 1997.  He completed the Canadian Investments Funds Course in 1997 and followed that up with the Branch Managers Course in 2002.  All courses were completed with the Investment Funds Institute of Canada.  He then received his Certificate in Financial Planning in 2009 via The Canadian Institute of Financial Planning.  Terry is insurance licensed and understands segregated funds well and their role within group pension.

He manages a private client base, oversees representative trades and practices.  Terry provides support to Stan and his team as needed when working on group insurance based pension plans.   

Terry is married and has 3 children.  Terry’s hobbies include fishing, boating and enjoys spare time in cottage country.