J. Scott McDonald, CIM®, FCSI
J Scott McDonald has been in the financial services industry for 40 years. For the last 30 years, he's been an Investment Advisor registered with CIRO, and a Discretionary Portfolio Manager since 2015. He has gained extensive knowledge of capital markets over that time and has seen many positive and negative periods. This gives him a unique perspective on building portfolios to take advantage of good times and limit downside in bad times.
Scott and his wife Sharon are extremely grateful for how their adopted home in Saskatoon has treated them and they return that good fortune by spending a good deal of time working with Saskatoon community organizations from Hospital Foundations to Husky Athletics.
After a difficult diagnosis for Sharon in 2022 they were Top Fundraising Participants in the Canadian Cancer Society Run for the Cure. The excellent treatment she received at every level of healthcare will ensure they continue raising money every year.
Scott acquired a passion for sailing when he lived in Halifax as a young man and has sailed regularly on the west coast for the last 25 years. Recently he began to expand his abilities and has acquired formal designations and licensing to allow him to charter and sail internationally.
Kirby Pozniak, CIM
Kirby has 15 years of experience in the wealth management industry and continues to find meaning in his work. Kirby maintains a disciplined approach in what motivates him most of all, which is giving clients peace of mind regarding their wealth.
Kirby has had held his Chartered Investment Management designation since 2012 and has continued to work towards additional education in the wealth management. He began his academic journey at the University of Saskatchewan where he graduated with a Bachelor degree. From there he moved to Calgary and started working at a major brokerage firm learning the business from the ground up as an associate. After a decade in Calgary, he decided to move back to Saskatoon and began working as an advisor.
Kirby prides himself on trust and integrity. He is committed to earning the trust from each client by taking the time to understand what’s important to you, your wealth objectives and maintain open dialogue and transparency within his wealth management process.
When not at the office you can find Kirby spending time with his spouse who operates an event planning business and their two young boys, Peter, 5 and Louis, 2. In the summertime, he is active at his local lawn bowling club and enjoys going on long evening walks around the river.