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
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
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Jeff Robinson, Partner
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
Pauline Marshall - Pension Manager
pmarshall@moneyconceptspg.bc.ca
Pauline grew up in Quesnel, and has lived in Prince George now for over 21 years. She loves spending time with her family outdoors doing activities in all seasons and loves the diversity that Prince George offers, from theatre to concerts to the outdoors. She has over 23 years of experience in the financial industry and works with her clients to achieve their financial goals and increasing their net worth over time. As Pension Manager she works with companies and employees to ensure they establish a pension that is suitable for thier unique life situation. Pauline is currently completing her Personl Financial Planning designation.
Accomplishments:
Certificate of Achievement - Financial Counselling
Mutual Fund Representative
Life, Accident & Sickness Insurance License
Sandra Pagnotta - 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
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
Kelly Headrick - Administrative Assistant
kheadrick@moneyconceptspg.bc.ca
Born and raised in Prince George. Went to SAIT, in Calgary and moved back to Prince George since 2005. Kelly comes to us with extensive financial and administration experience. Kelly joined our team May 2011.
Accomplishments:
Canadian Securities Course
Terry Cummins - Receptionist
reception@moneyconceptspg.bc.ca
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
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Michelle L. Ward - Associate Accounts Manager
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, GBA - Associate Accounts Manager
teresa@grouphealthnorth.ca
Born in Calgary, Alberta, Teresa has lived throughout BC and moved to Prince George where she met her financee. She has extensive experience in client services and has worked in Human Resources before joining the Group Benefits team in August 2008. Teresa enjoys life in Prince George with her family and friends and looks forward to serving her clients in the years to come.
Designation:
Group Benefits Associate (GBA)
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)
Rocheall Seymour - Associate Accounts Manager
rocheall@grouphealthnorth.ca
Rocheall moved to BC with her family in 1982. After moving around a bit she settled in Prince George in 1991. She keeps busy with her son as they enjoy many outdoor activities together. Rocheall has 25 years of administrative experience before joining our team in June 2011.
Accomplishments:
Office Administration Diploma
Conflict Resolution for Women
Gil Botelho - Sales and Marketing Manager
gil@grouphealthnorth.ca
Gil was born in Portugal and raised in Prince George. He and his wife Tasha have two sons, Johnathan & Matthew. Gil joined the Group Health North team in June 2011 and brings extensive experience in sales & marketing, communications, media and public relations with companies such as CHUM Broadcasting, Jim Pattison Broadcasting, ICBC and Shaw Cable. Gil is very active in the community and enjoys spending time in the great outdoors when he is not on local stages performing.
Accomplishments:
Life, Accident and Sickness Insurance License
Audio Communications Diploma
Principles & Practices of Insurance
Certified Sales Professional
Management Studies
Advertising & Marketing Studies
High Performance Leadership Program
Non Profit Organizations:
PGYSA
Pacific Sport Northern BC
CNC New Media Advisory Board
Salvation Army Kettle Campaign
PG Theatre Workshop