Our Team

 

This year, 2018 will mark Veracity Financial Services 32nd year of business. Over the years, we have provided financial planning services to our clients on an individual basis, recognizing that each client is unique and has exclusive needs.

Our firm is an independent investment and financial planning firm with clients throughout Saskatchewan, Alberta and British Columbia. Our independence is important to us and helps to provide our clients with the best advice using an unbiased approach.

What this means to our clients is that rather than offering in-house products, we act as a broker to many different investment, banking, and insurance companies.

We believe in and work according to the following professional code of conduct:

To act in the best interest of our client, making every effort to provide objective and impartial recommendations regarding your specific financial needs. Acting in a conscientious, timely and trustworthy manner is of utmost importance to us.


 

 

Travis BagnallCFP®

Investment Advisor

Travis came to Lloydminster in May of 1996 after accepting a position with Veracity. He completed the Certified Financial Planner courses and was awarded the CFP designation in 1999. Travis became a p...
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Adam TeasdaleBAFS, CFP®, FDS

Senior Wealth Advisor

Adam joined the Veracity team in May of 2003 after receiving his Bachelor of Applied Financial Services degree with honors. In June of 2006, he passed the Certified Financial Planner exam and was awar...
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Alison Faber

Investment Associate

Alison joined the Veracity Financial Team on January 4, 2016. She has a broad educational background, and her completed courses include the Canadian Securities Course, the Conduct and Practices Handbo...
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Our Consultants

 

Linda Holman

Associate Advisor

Linda started working with Veracity Financial on October 1, 2012. Since that time, she has completed the Canadian Investment Funds Course, the Canadian Securities Course, and the Conduct and Practices Course.
Linda has now advanced to being an Associate Advisor and enjoys assisting IPCIC's clients with their investment goals while she grows in her new advisory role. Linda's personal pursuits include horseback riding, fishing and water sports at Perch Lake, and spending time with family.
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Brendon Bagnall

Administrative Associate

Bio Coming Soon...
 
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Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our Corporate Social Responsibility(CSR) efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effects of their efforts are always rewarding.