B Comm., CFP®
Stuart is a recognized financial educator, speaker, and Certified Financial Planner whom you may have seen featured in The Business Advisor or Thrive magazines. Stuart is the author of a special report, “5 Serious Barriers to Your Retirement Plans,” which is available through Sutton.
Stuart has found his niche helping family businesses. As a second-generation owner and partner at Sutton, Stuart and his team have been showing business owners, professionals, and executives how to preserve, protect, and pass on their wealth for over 25 years.
Stuart joined the family business because of his passion for helping people more fully enjoy their hard-earned wealth. He knows money is a two-edged sword. Mismanagement can produce devastating consequences. Proper stewardship can yield great rewards.
You don’t have to spend long with Stuart to see why people trust their money and their future to him. He is a warm and passionate communicator with a down to earth style who loves to share his financial wisdom and insights as a presenter to many organizations, such as his church (Calvary Church in Eastview), the Western College of Veterinary Medicine, and Teen Challenge Saskatchewan, among others.
Having spent most of his life in Saskatoon, Stuart graduated with a Bachelor of Commerce (with Distinction) from the University of Saskatchewan, with a major in finance.
Stuart shares his leadership experience as a board member at Calvary Associated Gospel Church, Impact Canada Ministries, and the Family Business Association Saskatoon, and he is a past treasurer of Saskatoon Youth for Christ. He has also been involved with Family Enterprise Exchange (formerly the Canadian Association of Family Enterprise), which recognized Sutton with the national Family Enterprise of the Year Award in 2016.
Stuart has been married to Keri since 1995 and they have three daughters, Ella (17), Abby (15), and Emmy (13). Stuart and his family enjoy reading, travelling and camping at Waskesiu and Memorial Lake, as well as mountain biking, and fishing at Besnard Lake. By far, Stuart and Keri get the most enjoyment from spending time watching their girls perform at hockey tournaments, dance recitals and Saskatoon Children’s Choir concerts.
Jay Stark, B.Comm., CFP, is a recognized Financial Educator, Author, Speaker and Retirement Planner, with a specialized focus on Philanthropy, whom you may have seen on CTV Saskatoon and in The Star Phoenix and Thrive magazine. Jay also just released his Special Report, titled The 7 Mistakes Canadians Make When Giving to Charities, which can be obtained through Sutton Wealth Planning.
As a partner, Certified Financial Planner and President of Sutton, Jay has been successfully advising individuals, families and business owners on how to significantly reduce their income and estate taxes for more than 20 years. His expertise has helped hundreds of families in the Saskatoon area realize their goals of giving back and creating a lasting legacy.
Jay co-created the Abundant Retirement Process out of his passion to help people fulfill their true potential and impact their families and communities in a meaningful way. Through his own experiences, from meeting his family’s sponsored child in Nicaragua through Compassion Canada, to being a Kinsmen member and working behind the scenes on their Telemiracle committee, he has seen first hand the impact we can have.
After graduating with a Bachelor of Commerce from the University of Saskatchewan in 1997, he began his career in the financial services industry. Jay is a member of the NSBA, Family Business Association Saskatoon, and is the Treasurer of the Canadian Association of Gift Planners Saskatchewan chapter, which focuses on growth and development of strategic charitable gift planning in Canada, and also earned his Christian Financial Counselor designation. He recently was appointed to the Saskatoon Community Foundation Board.
Jay has been married to his high school sweetheart, Sheri, for over 23 years, and they have two daughters, Lexie and Sydney, as well as their family dog, a Golden Labrador named Ginger. Jay loves to explore with his family by going on long canoe adventures in Northern Saskatchewan, being sure tostop at Barker Island, a favorite spot they visit each year.
The Chicago Blackhawks are his favorite hockey team; however, he prefers to play sports, rather than watch them, with hockey, softball and zip lining being his favorite activities. He also enjoys coaching, where he can share ideas and his odd dad humour, most recently with Sydney’s flag football team, who lost to Lexie’s team in the city final.
B.Comm, CFP®, CEA
Tim Hansen, B.Comm., CFP, CEA is a recognized Speaker, Financial Educator, Author and Retirement Planner, whom you may have seen on CTV and CBC and in the Business View and Thrive magazines. He delivers Ted Talks and other educational presentations for the community and organizations including Advocis, Family Enterprise Exchange and the Praxis School of Entrepreneurship. He is of the 31 authorities across the United States and Canada that was invited to contribute a chapter to the Amazon #1 Best Seller Build Wealth Like A Shark featuring Kevin Harrington, original Shark on ABC TV’s Shark Tank, who has grown 20 companies to over $100 million in revenue each. For the past several years Tim has been a mentor in the Raj Manek Mentorship Program, which pairs experienced business mentors with young entrepreneurs, and he produced the Financial Toolkit they provide on their website.
As a partner and Certified Financial Planner at Sutton, Tim has been helping successful families and business owners preserve, protect and pass on their wealth since 2004. Tim is a specialist in Group Retirement Savings and he enjoys working with his wife Andrea (also a partner with Sutton) in building Total Rewards Strategies for businesses. Tim is passionate about helping successful people take control of their wealth and fulfill their dreams. He knows that for most families, their wealth is in control of them, and this leads to confusion, fear and worry. Through the Sutton Abundant Retirement Process TM, which Tim co-created, his clients instead achieve a unique impact, while enjoying a lifestyle of freedom and peace of mind about their wealth.
Originally from Theodore, Saskatchewan, Tim graduated from the University of Saskatchewan in 2001 with a Bachelor of Commerce. Tim is a member of Advocis, as well as the NSBA, Chamber of Commerce, and Benefits Alliance.
Tim and Andrea have two children, Victoria, and Broderick. Tim enjoys being involved in his children’s activities and has coached both of them in minor hockey. An avid sports fan, Tim’s teams are the Vancouver Canucks, and the Saskatchewan Roughriders, where he is a season ticket holder, and he enjoys taking in as many games as possible. He also plays hockey recreationally, and he is known for his powerful skating stride and soft hands around the net.
In his spare time, Tim enjoys many outdoor activities, from hunting, fishing, boating, hiking and skiing, many of which they enjoy together as a family at their cabin at Fishing Lake. Tim also enjoys the arts, collecting coins, drawing, painting and dabbling in photography, as well as reading personal development books. Tim tries to keep everything light through his keen sense of humour, and he puts those around him at ease through is easy-going and fun-loving nature.
Find Out More About Tim Hansen and how a single screw changed his career trajectory forever in his 2021 interview with My Business Magazine.
Lindsay joined the Sutton Wealth Planning in 2013 to fulfill a new role, Operations Manager. She is responsible for managing the office logistics and execution of business strategies. Lindsay provides value to our clients by coordinating processes behind the scenes, so the rest of our team can deliver the highest level of client service.
Bringing over 9 years of managerial experience with her, Lindsay previously worked as Operations Manager at JABA Construction. Lindsay graduated with distinction from McKay Career Training. She also attended the University of Lethbridge, Southwest Regional College and the Saskatoon Business College, taking various classes of interest and classes for career advancement. Additionally, Lindsay holds certificates in Personal Leadership Effectiveness Coaching, Dale Carnegie Coaching, Safety Management, Basic Training Techniques, and Leadership for Safety Excellence Proficiency.
Lindsay married her high school sweetheart, a welder/fabricator with Brandt, here in Saskatoon. Together, they have one daughter, passionate about cheer, and one son, who terrifies her with his skills in parkour. They have a large, shepherd great pyrenes cross who they all adore. Lindsay enjoys experimenting with graphic design & photography, continual learning and singing the occasional karaoke tune. She enjoys spending time with her family and friends, especially for game nights, movie nights and dog park dates. She loves watching her kids participate in all their activities, binging on Netflix and camping in the summer.
Melanie is a Service Manager with Sutton Wealth Planning, working closely with and assisting Tim Hansen. As Service Manager, Melanie develops and manages the relationship with Sutton’s personal clients to ensure their needs are being met and they are connected to the firm.
Melanie graduated from the Saskatoon Business College with Honors in Administrative Assistant in 2002. She started with Sutton Financial Group in 2012 and has worked in the Financial Services industry since 2004. Melanie holds her Life Insurance and Accident & Sickness Insurance Licence and enjoys the additional challenge this designation brings.
Melanie has been married to her husband, Dave for 32 years. Together, they have three sons, Andrew, Matthew and Daniel, who fortunately for Melanie, all live close by her. Melanie and Dave have four beautiful grandsons and one long awaited granddaughter, aged 6 to 13, that they enjoy spending time with and attending their various sporting events and activities. She enjoys gardening, cooking and sewing in her spare time, as well as the peaceful aspects of small-town living. During the summer months, Melanie and Dave enjoy fishing and spending time at Delaronde Lake. They will be adding a Goldendoodle puppy to their family in September 2021 and are excited about this addition.
Wealth Advisor Associate
Evan Verbeem, B.Econ, QAFP is a Wealth Advisor Associate with Sutton Wealth Planning, providing a supportive role to Jay Stark and a pleasant experience for our clients. Beyond his role as Wealth Advisor Associate, Evan is also a Pension Advisor Associate at Sutton Benefits & Pension Inc. educating and assisting business clients with their work savings plans.
Evan graduated with a Bachelor of Commerce in Economics from the University of Saskatchewan. He holds his Life Insurance and Securities Licensing to better serve our clients. He worked with the Credit Union in his hometown before joining Sutton Wealth Planning and Sutton Benefits & Pension Inc. in 2014.
Evan was born in Weyburn and grew up in McTaggart, along with his three brothers. Evan lives with his spouse Kaitlin. In his spare time, Evan enjoys reading fantasy books, playing board games and is interested in general health and exercise. For fun, Evan loves to curl, both competitively and recreationally and plays cards with family and friends.
Erin is one of the Service Managers on our team, providing support to our Advisors, working closely with Stuart Sutton as well as enhancing the overall experience of our clients.
Erin started with Sutton Wealth Planning in 2015 as a Service Associate before moving into the Service Manager position in 2017. Erin brings customer service and management experience with her from her previous employment. She attended one year at the University of Brandon before getting her Travel Counsellor Diploma, and working in the travel industry for five years, switching gears in the last few years to pursue a career in the financial industry.
Hailing from Manitoba originally, Erin is the youngest in her family, with two sisters. She has four nephews she enjoys spoiling and seeing grow up into their unique selves. Erin enjoys staying active by practicing and teaching Pilates part-time at Saskatoon Loves Pilates. Erin is an avid food lover and enjoys exploring new restaurants in the community and trying her hand at new dishes in the kitchen. Travelling is another huge passion of Erin’s where she enjoys exploring new destinations for their history, culture, art and of course food. Some of her favourite places visited are Peru, Turkey, Kenya, Malta, and Italy, however, according to her, the list will never end. Aside from travelling and food, spending time with her friends is very important to Erin, since her friends are like family to her as her family is primarily in Manitoba.
Jessie is a Service Associate at Sutton Benefits & Pension, working closely with Staci Heinbigner. She specializes in enhancing our client experience and setting our plan administrators up for success through education sessions and process development. Jessie also provides customer service, claims support and administration for Group Benefits and Pensions Plans.
Jessie joined Sutton in 2019, bringing with her over 15 years of customer service experience. Before joining Sutton, Jessie was a Personal Lines Broker and Commercial Customer Service Rep in the general insurance industry. She holds her Life Insurance License and is currently working towards her GBA, Group Benefits Associate designation.
Originally from Glaslyn, SK, Jessie moved to Saskatoon in 2011 where she met her husband. They got married in 2017 and have a little boy, Lincoln. Together they enjoy hosting friends and family often out on their acreage. In her spare time Jessie loves spending time with her beloved pets,listening to podcasts, playing cribbage, staying active, reading and binge watching Schitts Creek and Friends.
Danae Scott, BBA., is a Service Associate at Sutton Wealth Planning of Assante Capital Management Ltd. joining our Sutton team in 2020. She supports our clients experience and is responsible for analytics and administration required for the preparation and processing of investment accounts. Danae graduated with a Bachelor of Business Administration in Accounting from the University of Regina and currently holds her Life Insurance License. Education is a value of Danae’s as she is working towards her Canadian Securities Licensing in order to serve our clients better.
Danae is originally from a small Saskatchewan town and embraces the city life here in Saskatoon. She is a proud aunty and loves spending time with her two nephews. She also has 2 cats, Penny and Piper, who are very cute and cuddly. In her spare time, she likes to socialize and play team sports, such as beach volleyball and rugby. Outside of the extraversion Danae likes to maintain her health and wellness by practicing self-care activities, such as meditation and yoga.
Lorraine joined the team April 1, 2019. She is responsible for reception and assisting the team in the day-to-day activities to help keep Sutton running smoothly.
Lorraine graduated from Saskatoon Business College in 1987. After graduation, she worked for a law firm for 4 years. She used the experience she gained there to work for an agriculture lender for 2 years and then decided to raise a family and run a daycare business for 25 years.
Lorraine and her husband, Brad have been married since 1990. They have two grown children, Michelle (will be getting married in October 2021) and Ryan. She enjoys playing golf and reading. She is also a Rider fan and enjoys warm vacations.
Lexie has joined our team on a part time basis as she continues her studies with the University of Saskatchewan. She graduated from Walter Murray in June 2018 and joined Sutton Wealth Planning in March of 2019. Lexie is responsible for supportive administrative duties for the team and assists Lorraine with reception greeting clients.
Her parents are Jay and Sheri Stark, she has a sister named Sydney and a dog named Ginger. She enjoys traveling the world with her family or friends and creating memories with them. When she has some down time, Lexie loves going to the lake or going on adventures with her friends.
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