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, and a current member of the Investment Committee of The Calgary Foundation. 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.
Sean has worked with ScotiaMcLeod for over 15 years, and handles a variety of account and administrative responsibilities for the Macenko Merkley advisory team. Sean primarily handles client transactions such as account openings, deposits and transfers, buying and selling stocks and processing estates, as well as working directly with clients to ensure that all of their needs are being met.
Sean received his Bachelor of Arts from the University of Calgary in 1994, and his Bachelor of Commerce from Athabasca University in 1996. He has completed both the Canadian Securities course and the Conduct and Practices Handbook through the Canadian Securities Institute. Additionally, Sean has completed the Wealth Management Essentials course through the Canadian Securities Institute.
Sean lives in Calgary with his wife, Terry, and their two sons, Aaron and Tyler, as well as two cats and a dog. During the summer months, Sean and his family enjoy spending their weekends camping. He is an avid reader who likes to relax with a good book, though with two young sons, free time has become a luxury.
Jordan has worked with ScotiaMcLeod for several years, contributing to the team as an administrative assistant while simultaneously pursuing a Bachelor of Arts degree from Mount Royal College. Jordan 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, Jordan enjoys spending time with family and friends, as well as her beloved Bernese Mountain Dog, Teija. Jordan enjoys working with children, and has volunteered as a gymnastics coach in the past.
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.
403-298-4014 in Calgary
800-372-9274 Toll Free
Send Us a Message
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:
CR, Calgary – Client Since 1993