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Faisal Khorshid

CFP®, CLU, RRC, TEP, CIM®, FCSI

Principal

With over 17 years in wealth preservation and high net worth portfolio management, Faisal focusing on providing sound advice and financial support to business owners, pre-retirees and healthcare professionals.

He holds the following designations: CERTIFIED FINANCIAL PLANNER (CFP®) professional, Chartered Life Underwriter (CLU), Registered Retirement Consultant (RRC), Trust and Estate Practitioner (TEP),

Chartered Investment Manager (CIM®) and Fellow of Canadian Securities institute (FCSI). His philosophy is simple: put people and service first. Faisal believes firmly in giving back to the community, supporting causes such as Diabetes Canada, United Way, the Alzheimer Society, 100 Men and coaching junior soccer. He is married with two children and enjoys spending family time outdoors camping and hiking.

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Dennis Nieth

CFP®, CLU

Principal 

Dennis is an accomplished wealth management professional with over 24 years in holistic financial planning, beginning his career with IG in 1996. He holds the CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Life Underwriter (CLU) designations and focuses on helping physicians, healthcare professionals and high net worth individuals develop synchronized financial plans that help them achieve their long-term financial goals.

 

Prior to focusing on high-net worth clients and their unique financial needs, Dennis was a Division Director at IG Wealth Management, helping guide Consultants in practice management. Dennis is happily married to Sandi and together they are raising three children Madison, Emma and Abby.

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Clayton Lane

CFP®, CLU, RRC

Senior Financial Consultant

Clayton has over 18 years of financial planning experience, helping multi-generational families

and business owners develop synchronized plans that best position them to achieving their long-term  financial goals. Clayton grew up on a small farm in Alberta where he participated at a young age in the family business, beekeeping. This gave him insight into the unique ups and downs of entrepreneurship and the special needs business owners had. He is a strong believer in ongoing education and holds the CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Life Underwriter (CLU), and Registered Retirement Consultant (RRC) professional designations.

 

Clayton is married with two children. His interests include giving back to the community, church, gaming, martial arts, fitness, health and wellness and entrepreneurship.

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Jonathon Michel

CFP®, CLU

Senior Financial Consultant

Jonathon was born and raised on a farm outside of St. Gregor. He achieved his Accountancy

Diploma from SIAST in 2011. Employment in the accounting field led him to Nipawin and

Estevan before settling in Saskatoon. Jonathon joined IG Wealth Management in 2013 and has

since completed his CERTIFIED FINANCIAL PLANNER (CFP®) designation and Chartered Life

Underwriter (CLU) designation. In the fall of 2019, Jonathon joined Khorshid & Associates to work with a team of like-minded individuals who prioritize achieving their clients’ goals. Jonathon brings experience working with rural clientele and strongly values the importance of the client-advisor relationship.

 

Jonathon has been married to his wife, Jessica, since 2017 and together they have one son, Henrik.

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Phyllis Mack

Executive Assistant

Phyllis has been an Executive Assistant with the Khorshid Nieth & Associates Private Wealth Management team since June 2010. Phyllis provides support to Dennis in helping clients to achieve their goals.

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Jenifer Walkington

Executive Assistant

Jenifer Walkington joined Khorshid Nieth & Associates Private Wealth Management in 2014. She keeps the team organized and sets the bar high for customer service by always making clients feel they come first. With her 15 years of financial services background, Jenifer’s finely tuned administrative skills keep the team on track with all accounts and communications. She enjoys spending time at the lake and the rink with her Husband, 2 kids and 2 dogs.