Marius Ly - Client Service Representative

Marius is currently completing his securities training and comes to us from a major financial institution. Marius looks forward to working with our clients and is responsible for Mutual Fund administration including processing, contribution and withdrawal account changes and statements.

Marius will also be assisting Shannon and Mike on preparation and delivery of retirement income projections.

Kelsie Henderson - Front Office Administrator

Kelsie comes to Strategic Financial Concepts from Vancouver Island and is our first point of contact in the office. She greets clients when entering our office or calling by telephone. Kelsie’s responsibilities include appointment scheduling and maintaining updated client information to keep our office operations at peak efficiency. By preparing for initial meetings, retirement consultations, and portfolio reviews, Kelsie ensures that our advisors are organized and well prepared. Kelsie is also involved in the organization of our many client functions and special events.

Sarah McPhee - Executive Assistant

Sarah was born and raised in Alberta and holds a Bachelor of Arts Degree from the University of Alberta. Her experience in office administration and client satisfaction has made her an instant hit at Strategic Financial Concepts. Working in close association with Darrell, she ensures he is well prepared for his meetings and business trips. Sarah also manages the Strategic Financial Concepts consultation process by arranging timely meetings with workshop attendees and ensuring pre-meeting information is exchanged. Finally, she has the responsibility for co-coordinating our educational seminars and client events while also handling out of town bookings.