Insurance Agent - LGK Wealth Management Inc./Stroud Agencies Ltd. Mutual Funds Advisor - Manulife Securities Investment Services Inc.
Lexy has worked in the Stroud Agencies office for 15 years. She originally began as an administrative assistant for the first 5 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 solutions – insurance, investments, group coverage, travel insurance, and banking needs.
Senior Mutual Funds Advisor - Manulife Securities Investment Services IncInsurance Agent - LGK Wealth Management Inc./Stroud Agencies Ltd.
Gary has worked in the financial services industry for over 22 years, holding a variety of mutual fund positions within the banking industry. In 2014, he began work as an advisor assisting clients with their investment and insurance needs. Gary works alongside his wife Lexy of 9 years.
Mutual Fund Advisor - Manulife Securities Investment Services Inc. Administrative Assistant - LGK Wealth Management Inc.
Brandy is our new Mutual Funds Advisor, who assists our Senior Mutual Fund Advisor - Gary Koss. Brandy is also an Administrative Assistant to Gary & Lexy Koss. She began working in the office in June 2014. Brandy’s administrative experience has come from nine years of working for a non-profit organization within the automotive industry.
Client Services Assistant - Manulife Securities Investment Services Inc.
Jennifer joined the team in May 2017. She has over 15 years of customer service and administration experience obtained from her time working in the financial, advertising and retail industries. Jennifer is a family oriented, problem solver who strives to learn and laugh daily.
Administrative Assistant - Manulife Securities Investment Services Inc.
Amanda is an Administrative Assistant to Lexy Koss. She began working in the office in 2013, left for a period of time, and returned as of February 2017. Amanda has more than 10 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.
Administrative Assistant - Stroud Agencies Ltd.
Andrea is an Administrative Assistant to both Lexy and Gary Koss. She has been an integral part of our office since July 2013. Some clients will know her as the smiling face and cheerful voice behind our front desk, as she was also our receptionist for many years . Andrea’s administrative experience comes from 5 years of working for a Non-for-Profit organization within the automotive industry as a Licensed Advisor and Education Coordinator.
Research Assistant - Manulife Securities Investment Services Inc.
Dakota began working at LGK Wealth Management in May 2016. He is enrolled the finance degree program at NAIT (Northern Alberta Institute of Technology) and is pursuing a career in finance. Dakota had previously played junior hockey in Canada for the Drumheller Dragons and in the U.S. for the St. Louis Bandits. He was also a student athlete at MacEwan University where he played for the Men’s Varsity Hockey Team.
Office Assistant - LGK Wealth Management Ltd.
Hannah became a key member of the LGK team in January of 2018. As a Stroud Agencies client for 6 years, it was an easy transition to join our office. She has over 11 years of customer service and quality assurance experience working for the Federal Government and in the financial sector. Hannah manages administration for the LGK team members to ensure an efficient office. Hannah is easily recognized by her warm personality and leopard-print shoes.
President - Stroud Agencies Limited
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.
Executive Assistant - Stroud Agencies Ltd.
Sonja Tkachuk comes to Stroud Agencies Ltd. with more than 23 years of Executive Assistant and Office Management experience where she has managed many facets of the Oil & Gas, IT, Geosciences, HSE aspects of business, spanning 6 continents. Sonja was also a principle in three small business ventures which she helped found, instrumental in acquiring important executive management skills first hand. She is fluently bilingual in English and German and proficient in Spanish. A native Albertan, born and raised in Calgary, after many years abroad, Mrs. Tkachuk now calls Edmonton home with her husband David.
Financial Advisor - Stroud Agencies Ltd.
Administrator - Stroud Agencies Ltd.
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.
Lisa joined our team in August 2018 and is a welcomed addition to our front office. She brings with her 20 + years experience of public relations from managing her private childcare business and working in the Alberta Gaming Industry. When she isn’t greeting our clients, she enjoys family time and outdoor activities.
Administrative Assistant - Manulife Securities Investment Services Inc. Stroud Agencies Ltd.
Tina's main function is data management for Stroud Agencies Ltd. Over the years, she has honed her administrative, computer and customer relations skills having worked in many industries during her career. Tina prides herself in offering excellent service to the advisors and clients that she deals with.