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Meet Your Team

Looking for trusted financial advice?

We have your best interests at heart and are here to help you make informed decisions about your financial future.

Our loyalties are always aligned with your best interests. We help you achieve your goals through experienced guidance and discipline. We are committed to demonstrating our dedication to you and seek long-term relationships through these principles.

At Rusnak Financial, we carefully review each client’s existing situation and then recommend a portfolio that suits their specific needs. Once the portfolio has been established, a maintenance program is put into action to periodically review each client’s situation and update the portfolio in response to any changes. 

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Ronald Rusnak

Ronald Rusnak

Insurance Advisor, Rusnak Financial Ltd.


Ron began his finance journey studying Accounting and Finance at NAIT.  Ron brings a wealth of business acumen to our team.  His knowledge of local economy and business needs was attained by working in the oil industry for over 21 years and creates a strong base to support business and people right here, in the Lakeland, where he has always lived.  When he made the decision to switch gears and begin sharing his passion for finance in 2001, he started working as a Financial Advisor and grew Rusnak Financial into the company it is today.  

The ability to simplify finances, develop achievable retirement roadmaps and help protect the assets our clients work so hard to achieve, is why Ron does what he does everyday.  Let’s be honest, its not all work though.  Ron is a sports enthusiast and in his spare time you will find him cheering on his favorite sports team, spending time with family and giving back to local sports through his current role as Bonnyville Jr A Pontiacs President.

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Cheri Wolgien

Cheri Wolgien CFP®

Mutual Funds Advisor – Manulife Wealth Inc
Life Insurance Advisor – Rusnak Financial Ltd.


Cheri is an integral member of the Rusnak Financial team.  She holds a Certified Financial Planner designation and a certificate in Management Studies. She is dually licensed with both Mutual Funds and Life Insurance. Cheri brings over 20 years of professional work experience to our team, has a strong belief in continuous learning and is always looking for an opportunity to learn and grow as an advisor

Finding that perfect balance between her passion to help her clients and her own family of three active kids is a top priority and somehow, she finds time to support our local community as an active volunteer on various local boards.

For fun you will find her either cheering on her kids, along with her husband Brandon, as they play their favorite sport or on the bench coaching the team to victory, or at very least to have a lot of fun!.

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Elaine Rusnak

Elaine Rusnak

Administrative Assistant – Manulife Wealth Inc
Office Manager – Rusnak Financial Ltd.


Elaine is the Office Manager at Rusnak Financial and works diligently to ensure everything runs smoothly in the organization.  She has been working alongside Ron, her husband, since 2005.  

Elaine is a wealth of knowledge and is always happy to lend a helping hand should anyone need her support in office.  In her spare time, Elaine loves volunteering and giving back to the community she grew up in.  She is actively involved with the Hospital Auxiliary group and many other local non-profit organizations.

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Danielle Middagh

Danielle Middagh

Mutual Funds Advisor Assistant, Manulife Wealth Inc.
Administrative Assistant, Rusnak Financial Ltd.


Danielle is our in-house licensed Mutual Fund Assistant and has a keen eye for detail.   She is very attentive to both our Advisors and clients needs and is a great asset to our team.  Her cheery voice and willingness to help our clients makes her a pleasure to deal with and she is always ready to help when our clients call in or pop by the office.  

Danielle loves family time both at work, alongside her parents, and at home with her daughter.

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Lori Poitras



Lori is the welcoming face of Rusnak Financial, who brings over 20 years of office administrative expertise to our team. With a wealth of experience and a warm demeanor, Lori is our first point of contact and provides invaluable support to our advisors in the office.  Additionally, as our social media marketing guru, Lori spearheads our online presence, ensuring our company remains connected and engaged with our audience.

Beyond her professional role, Lori is rooted in the Lakeland Community and is a passionate farmer, tending to her beloved cattle alongside her husband. Her dedication to both work and rural life shines through in everything she does.

When she’s not nurturing her farm or assisting our advisors, Lori finds joy in spending time with her husband and three children. Whether in the office or on the farm, Lori embodies the values of dedication, warmth, and community.