Herb, the son of the founder of McFaull Financial, Dr. J.Y. (Jack) McFaull, has proudly continued the tradition of excellent service formulated by Jack. He grew up in Saskatoon and joined the firm in 1982, and has served as President of McFaull Consulting Inc. since 1985. Herb holds the Certified Financial Planner®(CFP®) and Registered Retirement Consultant® (RRC®) designations.
Herb enjoys his two main roles of working directly with clients each day, and of providing valuable management expertise to the firm. He has been proud to watch it grow from the early days of just Jack and him, to now a large team of dedicated people.
He has also accepted leadership roles within many charitable organizations over the years and most recently is Past-Chair of both the Remai Modern Foundation and of Camp fYrefly Saskatchewan. His current volunteer activities include Chair of the Planned Giving Advisory Committee for Royal University Hospital Foundation of Saskatoon
Herb's remarkable community contributions were recognized in his award as Saskatoon CTV Citizen of the Year for 2014, and in 2017 with his receipt of the prestigious Jack Y. McFaull Memorial Award from Manulife.
A graduate of the University of Saskatchewan, Rod's career in the Financial Services industry began in 1987. He joined McFaull Financial in 1989.
Rod served on the Board of Directors of the Children's Hospital Foundation of Saskatchewan for 11 years, and is currently on the Board of Directors of the Whelan Bay Cottagers Association Inc. He and his wife Kellie are strong supporters of a number of philanthropic endeavours in Saskatoon, and around the world. They have three children.
Away from work Rod enjoys time at his cabin, golfing and playing hockey. He has been a member of the Vocal Jazz group "Solstice" for over 30 years.
Following in his father Rod Bell's footsteps, Addison joined the McFaull Financial team in March 2013. He has completed the Life License Qualification Program (LLQP) and the Canadian Securities Course (CSC).
Addison has been active in the Kinsmen Club of Saskatoon since March 2015. Addison enjoys playing hockey and volunteers as a youth hockey coach with the Saskatoon Wild. Outside of work, he is an avid outdoorsman, passionate about hunting, fishing, and spending time at the lake with his wife Ashley and their two sons, Josh and Harvey. He has many hobbies and interests, such as building motorcycles and dirt bikes, woodworking, landscaping, and comedy, which allow him to connect with a wide scope of clientele.
Greg began his career in the financial industry in 1982 with a chartered bank. In 1999 he chose to join McFaull Financial in Saskatoon.
Greg specializes in working with business owners, medical practitioners, farm families and professionals. His background, knowledge, and experience enable him to work alongside the clients' legal and accounting advisors in a cooperative manner to ensure all areas of financial and estate goals are effectively managed.
He is a graduate of the University of Saskatchewan, and holds the Certified Financial Planner ® and Registered Retirement Consultant® designations.
Greg is married to Lorna and together they are enjoying an expanding family with their first grandchildren born in 2015.
Kelly has over 25 years of experience as a Financial Planner and has completed the Registered Retirement Consultant® (RRC®), Certified Executor Advisor (CEA), and Certified Financial Planner® (CFP®) designations.
Kelly received her Bachelor of Arts and Science from the University of Saskatchewan with a major in Economics. With the Certified Executor Advisor (CEA) designation, she can assist Canadian Executors with general guidance while providing support when needed from other professionals.
She holds the Chartered Financial Divorce Specialist (CFDS) designation and has taken Interdisciplinary Collaborative Team Training, working in the collaborative process as the financial neutral. As an accredited financial professional who has received specialized training through the Academy of Financial Divorce Specialists, Kelly can provide an objective assessment of potential financial settlement scenarios in matters relating to separation and divorce.
Active in her community, Kelly is the current President of the Saskatoon Estate Planning Council. She also served on the Board of Directors for SaskEnergy from February 2014 to November 2018. She contributed as Chair of the Human Resources and Safety Committee and was a member of the Governance Committee.
She also sits on the Board of Directors for the Women Entrepreneurs of Saskatchewan and is a member of the Governance Committee.
Kelly has completed the Chartered Director (C.Dir) program through The Directors College (a joint venture of McMaster University and The Conference Board of Canada).
Sean has a Bachelor of Commerce degree from the University of Saskatchewan and earned his Certified Financial Planner® designation in 2005. He entered the industry as an insurance wholesaler with a major Canadian insurance company from 2001 – 2010. From 2011 – 2020 he was an independent financial advisor operating his own practice.
Sean enjoys working with families and businesses to educate them on financial matters relevant to their specific situations.
Sean is married with 3 children. Sean is a volunteer coach for his children’s hockey, football, and soccer teams.
Gary is a Certified Financial Planner® who specializes in building high trust relationships and in achieving positive outcomes. He actively practices his philosophy about wellness in every client interaction. This unique style of financial planning has helped many clients achieve more dignity and less stress.
Gary is a graduate of the University of Alberta and Grant MacEwan Community College. His strong belief in continuing education has helped him earn the industry designations of Chartered Life Underwriter (CLU), Certified Financial Planner®, and Registered Retirement Consultant®(RRC®).
Gary has a great interest in the importance of individual, family and community wellness. He has applied his financial studies to this philosophy. Gary assists his clients in achieving this wellness based financial security allowing each client to explore and identify their values and visions. His expertise will assist you in making the sound financial decisions that allow you to achieve your vision and live life to the fullest.
Raised in Eatonia, Saskatchewan, Gary now resides in the Saskatoon area with his wife Suzanne and their family. He is a firm believer that we have all been charged with the responsibility of being good stewards and living life to the fullest with dignity, respect and grace. Gary enjoys spending time with his family, reading, camping, fishing, physical activities and putzing around their acreage. His other passion is hockey, and in 1981 he had the honour of playing in Finland, Sweden and Czechoslovakia.
John has worked in the financial services industry since 1983, and joined McFaull Financial in 1995. His responsibilities include handling client inquiries, product and process research, support and case preparation for advisors, and processing of administrative tasks.
Lynn joined McFaull Financial, in 1994 and her accountabilities range from providing support to the Advisor group, to co-ordinating client events, to ensuring smooth overall office operations.
Debbie entered the financial services industry in 1981, and joined McFaull Financial, in 1991. Debbie is responsible for the thorough and correct processing of all insurance and investment documents through this office.