BUSINESS & AG

Hey there, I'm Brett Hotchkiss, an Advisor with the Business & Ag Financial Centre! I joined Synergy in June 2021 with a passion for forming meaningful connections and making a difference in our members' lives.

With a Bachelor of Science from the University of Alberta, I bring a strong educational foundation to my role.

Starting a family is the highlight of my life, and being a good father and spouse brings me tremendous joy and fulfillment.

Giving back to the community is what motivates me to participate in community service activities. I believe in the power of paying it forward and creating a positive cycle of support.

Now, here's a fun fact: I don't feel guilty about much, except when I watch American Idol. It's my guilty pleasure!

If you're looking for a dedicated advisor who values relationships and community impact, let's connect and explore how I can assist you with:

Hey there, I'm Heidi Mark, an Advisor at the Business and Ag Financial Centre. With a career spanning over 24 years, I joined Synergy in June 2014, bringing a wealth of industry experience and expertise.

My focus is on serving both Agriculture and Small Business members, providing personalized advice and tailor-made solutions that fit your unique needs. I understand the importance of flexibility for you, your business, employees, and your family. I'm deeply committed to our community, staying connected and knowledgeable about the industries that drive our local economy.

With a UofS Diploma in Agriculture, specializing in Multiple Enterprise Management, I strive to stay engaged with local communities. I volunteer at various agriculture and business events, chairing the Lloydminster Farmers' Bonspiel since 2008. Additionally, I represent the Lloydminster Chamber as a Member Representative on the Chamber Member Relations Committee.

Giving back and making a positive impact is something that truly makes me feel good. It's an honor to contribute my time to better the lives of the people and the place we call home.

Now, here's a fun fact about me: I was the Saskatchewan Dairy Princess in 1993!

As your Advisor, I'm here to help develop and manage Ag and Commercial Small Business relationships. I can assist you with day-to-day banking, investing, borrowing, and connect you with our exceptional team of partners when needed.

Let's connect and discuss how I can support your financial goals. Reach out to me today, and let's embark on a successful journey together!

I'm Kaley McLeod, an experienced financial professional who began my career in 2004 and joined Synergy in 2014. As the Manager of the Business & Ag Financial Centre, I lead a fantastic team of experts with diverse industry experience.

We not only live and support local, we ARE local, which means we understand our economy and the dynamics that drive it. Our deep understanding of the economy allows us to offer a range of products and services designed to improve your financial health, regardless of your industry.

With flexibility and mobility as our strengths, we meet you where and when it suits you best, whether you're on one side of the border or the other.

My team works closely with members to provide personalized advice and flexible solutions for financial wellness. Whether you're starting up, growing, or planning for retirement, we have borrowing, deposit, and cash management options to support you.

In addition to my professional endeavors, I believe in the power of volunteering to strengthen our communities and expand my network. By sharing my time with organizations like The Bea Fisher Foundation and Lloydminster KidSport, I improve the quality of life for others.

On a personal note, music fuels my energy and passion for success. I run on music, the louder, the better!

Let's connect and discuss how we can contribute to your financial success.

Hey there, I'm Sydney Payne! I'm an Advisor with the Business & Ag Financial Centre at Synergy Credit Union since January 2021. I'm passionate about empowering local agricultural producers and small business owners to achieve their financial goals. With a Bachelor degree in Agribusiness, Certificate of Professional Communication, and FCUIC accreditation, I bring expertise and a unique perspective to the table.

Beyond work, I'm deeply committed to making a positive impact in our communities. I volunteer at events like Agri-Visions, Stockade Roundup, Cattlemen's Call, GMACK Steer & Heifer Show, 4-H Expo, and the Turtleford Summer Cattle Show, contributing to our community's growth.

I actively promote financial literacy and empower individuals to make informed financial decisions. Additionally, I contribute to the Heart of Treaty 6 Committee, where I work alongside dedicated individuals to foster relationships and drive positive change. As a Startup Lloydminster Board Member, I am passionate about supporting and nurturing the entrepreneurial spirit in our region.

Fun fact: I love cows, coffee, and curling! Growing up in a rural community, I developed a deep appreciation for agriculture.

If you're seeking a financial professional who understands local needs and actively contributes to the community, let's connect!

Get in touch with me today and let's explore the exciting possibilities of small business and ag borrowing options tailored specifically for your operation.

Hello, I'm Dawson Vallier, an Advisor with the Business and Ag Financial Centre team in Lloydminster.

With a background firmly rooted in Finance and Real Estate, I began my journey with Synergy Credit Union as a summer student in May 2022, initially contributing to the Risk and Compliance team. I transitioned to the Business and Ag Financial Centre in May 2023, where I've been committed to delivering tailored and pragmatic advice to individuals and businesses alike, fostering growth and success.

Credentials/Education:

• Business Administration Diploma: Real Estate Appraisal & Assessment
• BComm - Finance

Beyond the office, I find solace in pursuits such as golfing, attending hockey games, and indulging in powersports. However, my passion extends beyond personal interests. Having experienced the profound impact of community support through involvement in local sports teams during my upbringing, I'm driven to reciprocate that support. Synergy's ethos aligns perfectly with my values, affording ample opportunities to give back and reinforce the community fabric that has shaped me.

On a lighter note, I harbor a guilty pleasure that brings joy and excitement during football season – from September through February, you can bet I won't miss a single Sunday match. It's a tradition I cherish, providing a welcome respite from the rigors of daily life.

I can assist your business with:

• Business loan
• Business mortgage
• Agriculture loan
• Agriculture mortgage

Let's collaborate and transform your financial aspirations into tangible achievements. Reach out today, and together, let's navigate the path to your success.

Book an appointment with Dawson 

Email: Dawson.Vallier@synergycu.ca
Phone: 1-306-400-9414
Dawson Vallier | LinkedIn

Why choose me as your advisor? Because I care deeply about the success of my members' businesses. My commitment extends beyond mere transactions; I prioritize your needs with open, honest, and transparent communication. I offer holistic advice spanning business startup, growth, and succession, providing flexible solutions tailored to your unique requirements. As a trusted advisor, my goal is to contribute to your success by leveraging my knowledge of the diverse industries within our community.

Credentials & Education:

• Bachelor of Business Administration (2012)

• FCUIC - Fellow of the Credit Union Institute (2018)

• Currently pursuing the Management Studies Program designation