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Danielle Hollingshead, Cfp® Ris Email & Phone Number

Wealth Services Supervisor and Financial Advisor at Synergy Credit Union
Location: Maidstone, Saskatchewan, Canada 6 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Synergy Credit Union
Role
Wealth Services Supervisor and Financial Advisor
Location
Maidstone, Saskatchewan, Canada
Company size
182 employees

Who is Danielle Hollingshead, Cfp® Ris? Overview

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Quick answer

Danielle Hollingshead, Cfp® Ris is listed as Wealth Services Supervisor and Financial Advisor at Synergy Credit Union, a with 182 employees, based in Maidstone, Saskatchewan, Canada. AeroLeads shows a matched LinkedIn profile for Danielle Hollingshead, Cfp® Ris.

Danielle Hollingshead, Cfp® Ris previously worked as Wealth Services Supervisor / Financial Advisor at Synergy Credit Union and Financial Advisor at Synergy Credit Union. Danielle Hollingshead, Cfp® Ris holds Financial Services Diploma, Financial Planning And Services, With Honours from Lakeland College Canada.

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Synergy Credit Union

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Profile bio

About Danielle Hollingshead, Cfp® Ris

Hi, I'm Danielle.I lead a team of passionate Financial Advisors in a variety of locations to provide financial advice that is holistic, transparent, and accessible in the communities they call home. I am dedicated to sharing the impact of financial education and advice so that our members can feel empowered when making decisions about their money, reduce the negative impacts of money related stress, and sleep well at night knowing their advisor has their best interests at heart. Working with my team is about more than investment transactions. We take pride in knowing clients on a deeper level so that our advisory team can really understand what's important to them and help propel them towards their financial goals. I believe that financial planning CAN be a fun and enjoyable experience. I'm happiest when my advisors teach their clients WHY we are implementing a strategy. I encourage use of plain language, analogies, stories, diagrams, and a dash of humour to keep our organization a lively place.Outside of work, I can be found chasing my two busy children around or volunteering with the Maidstone Museum. I enjoy crocheting, tending to my chicken flock and finding new adventures to share with my family. I am not currently accepting new client relationships, but would be delighted to connect you to an advisor on my team.

Current workplace

Danielle Hollingshead, Cfp® Ris's current company

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Synergy Credit Union
Synergy Credit Union
Wealth Services Supervisor and Financial Advisor
Maidstone, SK, CA
Website
synergycu.ca
Employees
182
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6 roles

Danielle Hollingshead, Cfp® Ris work experience

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Wealth Services Supervisor / Financial Advisor

Current
Synergy Credit Union

Maidstone, Saskatchewan, Canada

Leading a team of passionate, highly educated advisors to bring financial wellness to their clients and providing full service investment advisory service to clients in the Maidstone area

Jul 2021 - Present

Financial Advisor

Synergy Credit Union

Maidstone, Saskatchewan, Canada

• Servicing the communities of Maidstone, Lashburn, Marsden & Neilburg• Managed client relationships and provided full range of investment products and services• Interviewed members and potential members to gather complete, accurate information to develop and complete comprehensive financial plans• Cross-selling Credit Union and mutual fund products where appropriate and referring for other services where possible• General administrative duties as assigned• Created business development strategies in local communities• Acted as specialist resource for all staff

Apr 2020 - Jul 2021

Licensed Member Service Officer

Synergy Credit Union

Maidstone, Saskatchewan

• Managed client relationships and provided full range of investment products and services• Opened new Credit Union memberships, both personal and corporate• Cross-selling Credit Union and mutual fund products where appropriate and referring for other services where possible• General administrative duties as assigned• Created business development strategies in local communities• Acted as specialist resource for all staff• Assisted in estate administration

Mar 2015 - Apr 2020

Wealth Services Consultant

Synergy Credit Union

Lloydminster, Sk

• Managed client relationships and provided full range of investment products and services• Interviewed members and potential members to gather complete, accurate information to develop and complete comprehensive financial plans• Cross-selling Credit Union and mutual fund products where appropriate and referring for other services where possible• General administrative duties as assigned• Created business development strategies in local communities• Acted as specialist resource for all staff

Aug 2011 - Mar 2015

Member Service Representative

Synergy Credit Union

Lloydminster, Sk

• Responsible for the daily posting of member transactions including but not limited to deposits, cash withdrawals, bill payments, transfers, loan payments, & cheque orders• Completed daily reconciliation duties• Cross-selling CU products where appropriate and referring members to the appropriate departments whenever possible• General administrative duties as assigned

Jun 2008 - Aug 2011
Team & coworkers

Colleagues at Synergy Credit Union

Other employees you can reach at synergycu.ca. View company contacts for 182 employees →

AZ Ausra Zubaviciute Ausra Zubaviciute Colleague at Synergy Credit UnionIreland View → RM Ryan Mohan Ryan Mohan Colleague at Synergy Credit UnionCamrose, Alberta, Canada View → MD Maureen Dobranski Maureen Dobranski Colleague at Synergy Credit UnionLloydminster, Alberta, Canada View → DV Dawson Vallier Dawson Vallier Colleague at Synergy Credit UnionLloydminster, Alberta, Canada View → RG Randy Glynn, Sfp Fmp Randy Glynn, Sfp Fmp Colleague at Synergy Credit UnionLloydminster, Saskatchewan, Canada View → TK Tanner Kindopp Tanner Kindopp Colleague at Synergy Credit UnionCanada View → KP Karen Pauline Dadua Karen Pauline Dadua Colleague at Synergy Credit UnionLloydminster, Alberta, Canada View → AO Amary Ogrady Amary Ogrady Colleague at Synergy Credit UnionLloydminster, Alberta, Canada View → MD Miranda Deering Miranda Deering Colleague at Synergy Credit UnionSaskatchewan, Canada View → KS Kirsten Stang Kirsten Stang Colleague at Synergy Credit UnionLloydminster, Alberta, Canada View →
1 education record

Danielle Hollingshead, Cfp® Ris education

FAQ

Frequently asked questions about Danielle Hollingshead, Cfp® Ris

Quick answers generated from the profile data available on this page.

What company does Danielle Hollingshead, Cfp® Ris work for?

Danielle Hollingshead, Cfp® Ris works for Synergy Credit Union.

What is Danielle Hollingshead, Cfp® Ris's role at Synergy Credit Union?

Danielle Hollingshead, Cfp® Ris is listed as Wealth Services Supervisor and Financial Advisor at Synergy Credit Union.

Where is Danielle Hollingshead, Cfp® Ris based?

Danielle Hollingshead, Cfp® Ris is based in Maidstone, Saskatchewan, Canada while working with Synergy Credit Union.

What companies has Danielle Hollingshead, Cfp® Ris worked for?

Danielle Hollingshead, Cfp® Ris has worked for Synergy Credit Union.

Who are Danielle Hollingshead, Cfp® Ris's colleagues at Synergy Credit Union?

Danielle Hollingshead, Cfp® Ris's colleagues at Synergy Credit Union include Ausra Zubaviciute, Ryan Mohan, Maureen Dobranski, Dawson Vallier, and Randy Glynn, Sfp Fmp.

How can I contact Danielle Hollingshead, Cfp® Ris?

You can use AeroLeads to view verified contact signals for Danielle Hollingshead, Cfp® Ris at Synergy Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Danielle Hollingshead, Cfp® Ris attend?

Danielle Hollingshead, Cfp® Ris holds Financial Services Diploma, Financial Planning And Services, With Honours from Lakeland College Canada.

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