We want to ease your future financial concerns, no one likes unnecessary stress so why should you let it stop you?! We make sure you have a plan for that ‘just in case’ situation, we also help you with a long term life plan, and we make sure we plan something just for you. Best of all, we’re always available when you have a question.
CFP, CLU, CHFC
Managing Partner
Grant has enjoyed being a financial advisor for over 35 years. He began his career in Regina in 1979 and worked in Waterloo, Calgary, Edmonton and Winnipeg. In 1991 he returned to Regina and continues to service clients in southern Saskatchewan.
Grant has always placed a high value on professional development and continuing education. He has successfully achieved the Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant designations. He is an active member of The Financial Advisor Association of Canada (Advocis) and The Conference for Advanced Underwriters (CALU).
In 2007, Grant founded the BlueSky Financial Planning Firm. The BlueSky planning concepts and financial strategies are based on decades of practical experience, the very best investment and insurance products and the resources of experts in the legal and accounting professionals. Everyone on the BlueSky Team are dedicated to providing a unique client experience. Grant’s mission is to inspire his clients to master their financial life.
Grant volunteers for the Regina Untied Way, M.S. Walk and the Canadian Cancer Society. He enjoys golf, reading and traveling. Grant is married to Sharlene and they have 3 adult children and 5 special grandchildren.
Financial Advisor
Loretta has enjoyed helping others achieve financial success in a variety of ways since 1994. Starting out on the banking side of the industry, she realized her passion for financial planning. After taking time off to be with her children, Loretta returned to her career full-time in 2007 and joined BlueSky Financial Planning as an Associate Advisor in mid-2008.
Loretta has excellent listening skills and takes great pride in working with her clients to achieve their financial goals. Loretta enjoys working with young adults and families starting out on their financial journey. As a BlueSky Financial Planner she can help people achieve financial independence.
Loretta values keeping up to date with changes in the dynamic and ever-changing investment industry. As such, she has completed the Canadian Institute of Financial Planners Course, Investment Funds Institute of Canada’s Canadian Investments Funds Course, Life Licensing Qualification Program, Labour Sponsored Investment Funds Course, and Branch Manager Course. With this wealth of experience she is able to provide her clients with the best possible assistance on all of their investment and insurance needs.
Loretta spends many hours at the rink watching her daughter play ringette and also volunteers in several capacities with the Regina Ringette Association. She also spends time doing many outdoor activities with her husband, son and daughter such as camping, fishing and hunting. Loretta enjoys heading up to North Eastern Saskatchewan to spend time with her family and friends.
Client Experience Specialist
Sahar joined the BlueSky Financial Planning Team after moving to Regina in 2011. She is looking forward to obtaining her Life License Qualification Program (LLQP) to further her knowledge and provide more value to our clients. She’s always striving to provide a unique experience for our clients.
Sahar moved to Saskatchewan with her Fiancé, Stephen to be closer to their family. She enjoys spending time with family and friends.
Client Experience Specialist
Tammy joined the BlueSky Financial Planning Team in 2010. She completed the Investment Funds Institute of Canada’s Canadian Investment Funds Course in 2012 enabling her to add more value to BlueSky clients as a licensed Assistant. She originally began her career in the financial services industry in 1997 and did take some time off to spend with her children.
Tammy has excellent communication and listening skills and prides herself on maintaining great relationships with clients.
Outside of work, Tammy and her husband enjoy spending time together with their two active children in hockey, baseball, dance and singing.