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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. Manulife Wealth Inc.

Bert Griffin B.Comm, CFP

Senior Investment Advisor - Manulife Wealth Inc.
Life Insurance Advisor - Griffin Financial Services Inc.

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

A career surpassing 30 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 Wealth Inc., 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. Through Griffin Financial Services inc., o/a The Bert Griffin Team he will also help ensure your plans are protected reviewing any insurance needs you may have.

On a more personal note, as a father of now 2 young active adults, spending time and being a strong advocate and role model for them is preeminent for Bert. Taking time to help guide them as they begin taking steps forward on life's path, to learn the virtues of independence, growing confidence, and making good decisions, all while valuing the importance of family. Bert loves spending time with them whether at home or traveling to new destinations one of his plans is to continue making great memories with his children long into the future.  Bert is also 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 Slow-pitch League.


Carrie Saur Photo
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Carrie Saur

Investment Advisor Assistant, Manulife Wealth Inc., Administrative Assistant, Griffin Financial Services Inc.

Some of you will remember Carrie from a few yeas ago working with us and she brings her same enthusiasm, years of experience and knowledge to help our clients with support and service as well as financial research, marketing, assisting with gathering retirement financial and tax planning information and many other special projects, to help meet clients needs. 

"I was very happy to be welcomed back to the team in 2022" says Carrie, " and I hope to be able to assist each client with Bert's direction as we move forward." 

Carrie is coming up on 30 years of experience working within the financial industry. A former licensed advisor herself working with Investments and Insurances, she has seen many different changes, weathering economic & market changes, technology advancement and the ever-changing regulatory requirements of the financial services industry but never deterred by changes, she always focuses on what clients need.   

We welcome back Carrie and her key strengths of continuing to work with our clients, building stronger relationships, enhancing the service level experience and rounding out our team.

Kristen Stone Photo
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Kristen Stone

Executive Assistant

Kristen Stone

Marketing Assistant - Manulife Wealth Inc.
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 3 years ago,  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. She is also currently studying the Canadian Securities course to further her knowledge and education. 

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

Call 1-780-488-9889