Sandra Macenko Merkley
Director, Wealth Management & Senior Wealth Advisor
Sandra has been a part of ScotiaMcLeod’s Calgary office for over 25 years. She is passionate about excellence in financial services, and takes pride in helping families meet and exceed their long-term financial goals. Sandra is highly skilled in assisting clients with their retirement plans, as well as other wealth management services.
Sandra graduated with an Honours BA from Carleton University, later earning an MSc from the University of Toronto. She is a past board member of the EPCOR Centre for Performing Arts. In 2013, The Macenko Merkley Group became a proud sponsor of the Okotoks Dawgs Baseball Club.
Sandra enjoys spending time with her husband, Bob, as well as their family and friends. She enjoys gardening, photography and reading, and has recently returned to figure skating. McDuff, the family’s West Highland Terrier, is always close by and ready for adventure.
Jessica Loewen has been working with Scotiabank since 2006. Providing excellent service for clients is Jessica's number one priority as she assists with the daily processing activities and the scheduling of annual client reviews.
One of Jessica's most memorable past times is travelling, and she just recently got back from a six month backpacking tour of Europe with her husband.
Alex joined The Macenko Merkley Group in 2013. He began his career in the financial services industry after obtaining his B.A. in Economics from the University of Victoria in 2012. Having completed the Canadian Securities Course and the Conduct and Practices Handbook.
Born and raised in Calgary, Alex is a competitive golfer having competed on the provincial and national levels. In his spare time, he enjoys swimming, biking, working out and traveling.
Administrative Support Assistant
Alana has worked in administrative positions for several years, now contributing to the ScotiaMcLeod team as an Administrative Support Assistant while simultaneously pursuing a Bachelor of Business Administration degree with a Major in Marketing from Mount Royal University. Alana is responsible for administrative and marketing tasks for The Macenko Merkley Group, and enjoys communicating with clients by phone and email. She excels in client service as well as organizational tasks such as meeting preparation and special event planning.
In her spare time, Alana enjoys spending time with family and friends, travelling, and going to the mountains.
Senior Financial Planning Consultant, Scotia Wealth Management
Judi has extensive experience providing financial planning advice to clients with sophisticated and complex needs and goals, drawing on a breadth of expertise garnered over 13 plus years in the financial sector. Using a disciplined and analytical planning process, Judi works with Sandra and her clients to develop a highly customized, comprehensive financial plan. As part of this planning process, Judi explores relevant financial, retirement, tax, will and estate strategies.
Judi received a Bachelor of Commerce degree from the University of Saskatchewan (with distinction) and holds the Certified Financial Planner (CFP) designation.
Judi is a member of the Canadian Institute of Financial Planners, and is an active volunteer in her community. Additionally, she has worked as a volunteer house builder in Tijuana, Mexico on an annual basis since 2007, also acting as a team leader and fundraiser. In her leisure time, Judi enjoys hiking, travel, gardening, hot yoga, and scrapbooking.
Maddy joined ScotiaMcLeod in June 2002, and has more than 13 years of experience in the insurance industry. Prior to joining ScotiaMcLeod, Maddy gained experience with another bank-owned wealth management firm.
Maddy’s mandate is to provide fully integrated insurance strategies that complement each client’s unique situation, helping them to achieve specific goals for growing, preserving and protecting their wealth. She is licensed in the provinces of Alberta and Ontario, and is currently working towards her CFP designation.
We would like to thank our clients for their referrals of friends and family. If you know of someone who would benefit from our services, we are always accepting new clients.
We are honoured by the following comments from our clients:
DJ, Calgary – Client Since 2008