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Meet The Team

Our mission is to provide Wealth Management Solutions to help our clients grow, preserve and protect their assets to build long-term wealth, giving our clients the power of financial freedom to achieve their life goals.

Honesty, integrity, professionalism, commitment, reliability, and knowledge are the core principles that guide our actions. These qualities, along with our dedication to providing the highest level of client service, are the building blocks to establishing a trusting, long-term client-advisor relationship.   

Our Commitment to Service Excellence

The Bert Griffin Team is committed to building a solid, lasting relationship with our clients. Keeping clients informed is our top priority. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise and changing market conditions. We regularly review goals, strategy and portfolio performance with our clients.  

Our pride is your success.

We take a team approach to client service

As you know, we have a professional support team available to assist you, and we are highly committed to serving our clients.  More information on the members of the team can be seen below.

Bert Griffin B.Comm, CFP Photo
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Bert Griffin B.Comm, CFP

Senior Investment Advisor, Certified Financial Planner

Bert Griffin B.Comm, CFP

Senior Investment Advisor, Certified Financial Planner
Life Insurance Advisor - Griffin Financial Services Inc.

Bert Griffin is a graduate of the University of Lethbridge where he earned a Bachelors Degree in Management, with a double major in Accounting and Finance.

With over 20 years of experience, and licensed in all provinces and territories right across Canada. Bert fully understands your wealth management needs to build security and maintain a peace of mind. Bert will take an in depth look at your goals and what matters to you most to develop a personalized strategy that’s right for you.

Working with Bert at Manulife Securities Incorporated, you will have access to a wide range of accredited wealth management services such as successful portfolio strategies, retirement and investment planning, tax advantaged investment strategies, and the use of professionally managed accounts. With a top ranked research department and a dedicated team of product specialists, you will receive high quality investment recommendations that are essential to the growth and security of your capital.

On a more personal note, Bert is a proud supporter of Cancer Research and Community Development as demonstrated by his involvement in the Run for the Cure, the Children’s Wish Foundation, and for his supporting role in the Yellowknife Community Foundation. Bert also previously donated his time to take on the role of President for the Yellowknife Association Slowpitch League.


Kris Podolski B.Comm, CFP Photo
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Kris Podolski B.Comm, CFP

Associate Advisor

Kris Podolski B.Comm, CFP

Associate Advisor - Manulife Securities Incorporated

Kris’ 14‐year career in financial services includes tenures at one of Canada’s ‘Big 5’ banks as well as a private boutique investment firm in Grande Prairie, Alberta, before relocating to Edmonton in 2019 and joining the Bert Griffin Team at Manulife Securities Incorporated in 2020. Kris has held the Certified Financial Planner (CFP®) designation since 2010. He graduated from the University of Alberta School of Business with a Bachelor of Commerce in 2006.

Kris has extensive experience in helping people create effective strategies to enhance their financial circumstances and move toward achieving their various and unique financial goals. He prides himself on his high standard of providing timely and meaningful client care.

Beyond his professional work, Kris enjoys golfing, backpacking and listening to music. He loves spending time with his family. He and his wife have two children, a son and daughter, and two much‐loved dogs.

Kristen Stone Photo
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Kristen Stone

Executive Assistant

Kristen Stone

Executive Assistant - Griffin Financial Services Inc.

Kristen graduated from College of the North Atlantic with a diploma from the Executive Business Administration program in 2015, and has worked in the financial services industry since. Prior to joining the Bert Griffin Team, she worked for an international accounting firm as a financial analyst. Kristen appreciates building meaningful client relationships and has experience working with clients to assist them in achieving their personal financial goals.

Outside of professional work, Kristen enjoys travelling, cooking, listening to and playing music, and spending time with her friends and family.

Call 1-780-488-9889