Lexy has worked in the Stroud Agencies Limited office since 1999. She originally began as an administrative assistant for her first few years, then she successfully completed her Life Insurance and Mutual Fund qualification courses. In 2001, she began working with clients in the areas of insurance and investments. Soon after, she created LGK Wealth Management Inc. Lexy now has a very successful business where she works with clients to offer many financial and insurance solutions through LGK Wealth Management Inc.
Fred has worked in the wealth management and estate planning business for over 50 years. He began in the business working with clients in rural Alberta. The growth of business spilled over to larger areas and in the late 80's Fred moved the Managing General Agency to Edmonton. Over the last 50 years, Fred has advised many families, corporate owners as well as high net worth clients. Fred is now helping plan retirement for his clients including many of his original clients.
Administrative Assistant - LGK Wealth Management Inc.
Leslie joined our team in January 2023 as an Assistant to Lexy Koss. She has over ten years experience in customer service and administration in both the financial sector and retail sales. She is committed to providing excellent service to the advisors and clients with whom she deals.
Administrative Assistant - LGK Wealth Management Inc.
Amanda is an Administrative Assistant to Lexy Koss. She began working in the office in 2013, left for a short period of time to raise a family and returned as of February 2017. Amanda has more than 15 years administrative experience that has come from working for a regulatory organization as well as in the financial services industry. Amanda prides herself in offering excellent service to the advisors and clients she deals with.
Sonja Tkachuk brings to Stroud Agencies Ltd. more than 26 years of Executive Assistant and Office Management experience. Sonja was also a principle in three small business ventures which she helped found. Sonja is also an appointed Commissioner for Oaths in and for Alberta. She is fluently bilingual in English and German and proficient in Spanish. A native Albertan, born and raised in Calgary, and after many years abroad, Sonja now resides in Edmonton with her husband David.
Beverly has been an administrator at Stroud Agencies Ltd. since February 1999. She has extensive experience with administration of both life insurance and segregated fund investments. Beverly strives to offer excellent service to the advisors and customers with whom she deals. Beverly is married to Geoffrey, a teacher with Edmonton Public Schools, and they share two lovely children.
Receptionist/Administrative Assistant - LGK Wealth Management Inc.
Gail is the cheerful voice behind the phone at LGK Wealth Management Inc. She joined our team in January 2022 as an Administrative Assistant and Receptionist. She has varied administrative experience and is committed to providing a welcoming environment for our clients. In her free time, Gail enjoys spending time with her family and dogs, and taking nature walks with her friends.
Tina’s main function is Data Asset Management for Stroud Agencies Ltd and has been with us since 2015. Over the years, she has honed her Administrative, Computer and Customer Relations skills having worked in the Moving and Utilities Industries throughout her career. She prides herself in offering excellent service to the advisors and clients that she deals with.
Hi, I’m Milo. I am the official office greeter. I enjoy meeting new clients, overseeing all client meetings from my doggy bed in the conference room, and providing emotional support for everyone.