About Us
We are committed to helping people achieve their financial goals through a team approach. We want to ensure those who we work for and with have a high degree of trust.
Our team continually demonstrates their enthusiasm and commitment to ensuring clients receive responsive, innovative and professional service.
We would like to take the opportunity to introduce our partners and team.
Peter J. Tiani, CFP, R.F.P. - Partner
ptiani@moneyconceptspg.bc.ca Peter was born and raised in Prince George. He began his career in the Financial Industry 19 years ago, when he worked for a Chartered Accountant. For the past 11 years, Peter has been working as a Financial Planner and has extensive knowledge in Estate & Business Succession Planning. His years in the Accounting Industry have prepared him well in Minimizing Taxes in these areas, as well as in Retirement and Investment Planning. His experience in personal and corporate taxes, real estate and business contribute greatly to his knowledge in financial planning. This knowledge has been instrumental in his ability to work with any type and size of business. Estate Creation and Preservation are always Top Priorities.
- Designations:
- Certified Financial Planner (CFP)
- Registered Financial Planner (R.F.P.)
- Accomplishments:
- Business Administration Diploma
- Specialty in Accounting and Finance
- Trades & Associations Current memberships:<
- Advocis
- Financial Planners Standards Council
- Institute of Advanced Financial Planners
- Non-Profit Societies:
- Central Interior Loggers Association (CILA) - Treasurer & Director
- Ducks Unlimited Canada - Major Gift Committee
- Past Founding Director - Northern BC Friends of Children
John Simkins - Partner
jsimkins@moneyconceptspg.bc.ca John was born in Kelowna and has been in Prince George since 1985. His background in Corporate Banking has given him extensive knowledge in Business and Personal Finances. He specializes in Investments, Estate and Retirement Planning, Tax Minimization, Wealth Creation and Wealth Preservation for personal and corporate applications. His lifetime experience in the Financial Industry has been instrumental in his ability to find innovative solutions for personal and business clients.
- Accomplishments:
- Level 11 Life Agent
- Mutual Fund Representative
- Corporate Banking Diploma
- Systems Analysis Diploma
- Trades & Associations:
- Advocis
- Non-Profit Societies:
- Ducks Unlimited Canada<- BC Council Chairman & National Director
- Spirit of the North Health Foundation - Past Director (2 years)
- Habitat Conservation Trust Fund - Past Director (12 years)
Jan Simkins, PFP - Partner
jasimkins@moneyconceptspg.bc.ca Jan was born in Ottawa and has lived in Prince George since 1985. Jan and John have two children, Jamie and Jocelyn and two grandchildren, Brittany and Thomas. Jan's 26 years in the Financial Services Industry has allowed her to gain extensive knowledge in Financial Planning in areas of Investments, Estate and Retirement Planning, Tax Minimization, Wealth Creation and Wealth Preservation. This experience has provided her with excellent knowledge to understand and develop financial strategies to assist people in meeting their lifetime goals.
- Designations:
- Personal Financial Planner (PFP)
- Accomplishments:
- Personal Financial Consulting Diploma
- Level 11 Life Agent
- Branch Manager
- Canadian Securities
- Non-Profit Societies:
- Duck Unlimited Canada - Past Committee Chair & Past Chapter Chair
Rose Halsall, Executive Assistant - Partner
rhalsall@moneyconceptspg.bc.ca Born and raised in Prince George, Rose & her husband Bruce have two boys, Eric and Adam. Rose has had experience in the Financial Industry for 17 years. As part of the Money Concepts Team since 1997, Rose has been alongside this growing franchise and is active in the sales and support of mutual fund investments and life insurance. She is currently working towards her Certified Financial Planner.
- Accomplishments:
- Level 11 Life Agent since 1998
- Mutual Funds Representative since 1996
-
Jeff Robinson, Account Executive
jrobinson@moneyconceptspg.bc.ca
Jeff Robinson was born in Smithers, BC and grew up in Prince George where he was a member of the Prince George Alpine Ski team. Jeff continued on with his passion for ski racing, devoting 14 years to the sport as a coach with numerous Ski Teams throughout the province, including The BC Ski Team and The Canadian Alpine Ski Team. He has spent the last 7 years in Williams Lake where he was the President and owner of a successful reforestation company. Jeff returned to Prince George, with his wife Rebekah and is currently working towards his Certified Financial Planner designation (CFP).
Accomplishments:
Mutual Fund Representative
Life, Accident and Sickness Insurance License
Canadian Securities Course
Level 2 Coach - Canadian Ski Coaches Federation
Trades & Association Memberships:
Advocis
Sandra Pagnotta - Executive Assistant
Executive Assistant
spagnotta@moneyconceptspg.bc.ca Sandra is proud to be born and raised in Prince George along with her husband Luciano. Sandra began her career in the Financial Industry in 1989. In January 2007, Sandra joined the growing and dynamic Money Concepts team. She prides herself in providing great service and in keeping a great attitude. She is active in the sales and support of mutual funds, segregated mutual funds and life insurance. Sandra plans to enroll in the Certified Financial Planner course which will complement her work and expand her knowledge.
- Accomplishments:
- Level 11 Life Agent since 2002
- Mutual Funds Representative since 1994
Fatima Hansen - Administrative Assistant
fhansen@moneyconceptspg.bc.ca Fatima was born and raised in Prince George, with her brother Jim, and parents, Silverio and Merita. She married her husband Dale in August 2006 and is enjoying married life. Fatima is new to the Financial Services Industry but has had extensive experience the past three years as a legal secretary at a local law firm. Fatima joined Money Concepts in 2006, as the Executive Assistant to Peter Tiani and Rose Halsall. Along with providing support to the sales team, Fatima plans to enroll in courses which will compliment her work and expand her knowledge. Fatima always brings a bright smile and positive attitude to work and daily life.
June Mohr - Administrative Supervisor
jmohr@moneyconceptspg.bc.ca
June was born in Enderby, BC, and has lived in Prince George since 1966. Married to Ian, they have one daughter Aron, who lives in Toronto. June has been active in the Financial Services Industry since 1994 and has been with Money Concepts since 2003. June is there to answer your questions and is in charge of all the administrative functions.
Accomplishments:
Management Skills for Supervisors
Carole Patterson - Administrative Assistant
cpatterson@moneyconceptspg.bc.ca Carole was born in Burnaby, BC and raised in Prince George. After living in Alberta as well as other areas of BC, she chose to move back to Prince George to raise her two children. Carole has more than ten years experience in the administrative field and over five years experience in the education field working as a financial administrator and instructor of classes such as Introduction to Computers and Office Procedures. Carole came to work at Money Concepts in the spring of 2008 and is responsible for processing and following up on all transactions done in the office.
Accomplishments:
Administrative Assistant Diploma
Bookkeeping Certificate
Catherine Ablett - Receptionist (Director of First Impressions)
catherine@grouphealthnorth.ca
Born and raised in Houston, B.C., Catherine moved to Prince George in 1999 with her husband Gordon. They have two children, Jacob and Madison. With 5 years experience in the administration field, Catherine is passionate about helping people and looking forward to expanding her knowledge and experience within Money Concepts and GroupHEALTH North. She loves to spend quality time with family and friends, and enjoys hobbies such as crafts, photography, reading and movies.
Accomplishments:
Administrative Assistant Diploma
Dawn Tiani - Administration
dtiani@moneyconceptspg.bc.ca Dawn was born in Ashern, Manitoba and moved to Prince George in 1967. She and Peter have three children, Josh, Jacob and Jenna. Dawn has been in the Financial Services Industry for the past 18 years. She started working with a Chartered Accountant Firm prior to moving over to the Money Concepts office when it opened in 1995. Her extensive experience in bookkeeping is a great asset to the firm.
- Non-Profit Societies:
- Northern BC Friends of Children
- Spirit of the North - Festival of the Trees
- UNBC Daycare - Board Member
- St Mary's School - Volunteer
Sharon Nikkel - Manager Group Benefits
sharon@grouphealthnorth.ca Sharon was born in Dawson Creek and has lived in Prince George since 1972. Sharon and her husband Greg have 3 children Michelle, Miranda and Mitchell. Sharon began her career in the Group Benefits field in 1986 specializing in Third Party Administration and Consulting of employee benefit plans. Sharon has worked extensively with unionized employee groups and understands the unique underwriting requirements within Collective Agreements, flexible benefit plans as well as traditional benefit plans. Sharon enjoys working with Business Owners and Plan Administrators to ensure their benefit plan is communicated effectively to employees and their families.
- Accomplishments:
- Level II Life Agent
-
Michelle L. Ward - Group Benefits Administrative Assistant
Michelle@grouphealthnorth.ca
Michelle was born in Prince George, raised in Sinclair Mills, and returned to Prince George where in 1988 met her husband Aaron. Michelle came to work for GroupHEALTH North in 2008 and strives daily to ensure she assists in satisfying the clients needs. She enjoys spending time with her husband and friends and is always looking for an opportunity to make someone laugh.
Accomplishments:
Group Life and Health Primer Course
Office Management and Audit Procedures
Client Communication Techniques
Workplace Stress Management Solutions for Women
Effective Supervision
Teresa Galbraith - Group Benefits Administrative Assistant
teresa@grouphealthnorth.ca
Born in Calgary, Alberta, Teresa has lived all over BC and recently moved to Prince George to be closer to her two daughters - Jessica and Katelyn. She has extensive experience in client services and has worked in Human Resources before joining the Group Benefits team in August 2008. In her spare time, Teresa enjoys time with family and friends, volunteering for community organizations, fitness, and travelling.
- Accomplishments:
- Human Resources Management Certificate
- Community Economic Development Certificate
- Clerk Bookkeeper Certificate
- Non-Profits Societies:
- Houston Link to Learning - Past Director (4 years)
- Northern Society for Domestic Peace - Past Volunteer (2 years)
- Houston Youth Centre - Past Director/ Volunteer (5 years)
- Pleasant Valley Horse Club - Past Director (2 years)
Carol Fedyk - Office Administrator
cfedyk@moneyconceptspg.bc.ca
Carol was born in Port Alice, BC and raised in Prince George. She began working for Money Concepts as the Director of First Impressions in May 2005. In February 2008, Carol took on the role of Office Administrator for Money Concepts and GroupHEALTH North. With a diverse background in a variety of management positions and as a small business owner, Carol brings to the office excellent client service, dynamic interpersonal expertise, and the belief that the right people are a business' best asset. Carol has been married for 21 years and is the proud mother of three teenage children, 1 feisty Chihuahua and a very lazy cat. She enjoys time spent with family and friends, a good book, and walks in the sunshine.
Accomplishments:
Bachelor of Arts (English/ Psychology)
Trades and Associations
Human Resources Management Association (HRMA)
Non-Profit Societies:
Prince George Barracuda Swim Club - Executive Member
Prince George Youth Soccer - Volunteer
Canadian Cancer Society - Volunteer