Our Team

Darren Smith

Advisor

 

780-822-1718

dsmith@goclearpoint.com

 

Darren brings an unparalleled level of passion and expertise to the client experience. He is able to take complicated concepts and make them simple, straightforward and easy to understand. This translates into clients who are well-informed. Striking the right cost-benefit balance for clients today and into the future is part of what Darren most enjoys. That's a win-win solution.

 

Sid Swick

Advisor

 

780-822-1719

sswick@goclearpoint.com

 

Sid's client commitment is based on the belief that listening to needs and finding solutions to best fit those needs is priority one. His service approach stands on developing long-term relationships, all the while seeking improved ways of solving client requests. Sid says, "the best part of my job is getting to know my clients," which is why he delivers customer service that is second to none.

 

Lisa Robson

Client Manager

 

780-822-1720

lrobson@goclearpoint.com

 

Lisa holds the stellar reputation of getting to know each client in order to ensure their needs are met. Her wealth of knowledge means there aren't too many situations she hasn't faced or found solutions for. Lisa is all about results and is driven to reach above and beyond in satisfying her clients. She thrives on providing the kind of service she herself would expect: friendly, prompt, and results-oriented.

 

Connie Krawchuk

Client Manager

 

780-822-1721

ckrawchuk@goclearpoint.com

 

Putting clients first is something Connie takes pride in. She strives to anticipate client needs and exceed expectations whenever possible. Connie defines her success by looking through the eyes of the client. It is her experience in the group benefit industry that has made Connie so well-versed in all sizes of case management. Connie enjoys being the "go-to" person.

 

Kristina Olineck

Client Manager

 

780-822-1722

kolineck@goclearpoint.com

 

When Kristina joined the Clearpoint team, she brought another level of "bench strength" to the table. Throughout the industry, she is well-known for being a very strong client advocate. Spending time with clients and working to ensure the job is done right the first time is something she takes great pride in. Kristina's style of follow up for clients contributes to defining Clearpoint's level of service as set apart from the competition.

 

Our Associates

Bob Eberley

 

780-918-0115

beberley@telus.net

 

Bob specializes in corporate succession planning, estate planning, and buy sell agreements. He is extremely knowledgeable and will take the time to understand your vision for your business and you. Bob utilizes a team of lawyers and accountants to ensure the right job is done for his clients. The strategies that Bob implements to maximize your retirement plan are fueled by a level of passion that is second to none.

 

Jim Yih

Financial Advisor

 

780-757-0135

jim@retirehappy.ca

www.wealthwebgurus.com

 

As a professional financial speaker, best selling author, columnist and financial expert, Jim is passionate about financial education and helping people make better decisions with money. Jim's 20 years of experience in the financial industry helps people demystify investing, retirement, and personal finance. His passion is seen in his relentless development of financial education tools, resources and products including audio CDs and software programs. Jim spends most of his time helping employers and employees by bringing financial education into the workplace as a complement to existing benefit and wellness programs.