We really care about our clients and pride ourselves on going the extra mile to add value.

 

Our relationships are built on the expectation that they will last for decades, because our planning horizon is as long as your lifetime financial goals.

 

Advisors: Left to right: Daryn Form, Dale Berg, Jason Sirman

Support Staff:  Left to right: Karen Porochnavy, Brenda Sheppard, Cheryl Mowat, Marla Sirman, Anita Loehndorf, Patricia Martens

We work hard to offer you a high level of service that is geared to exceed your expectations. Our financial advisors—Daryn Form, Jason Sirman, and Dale Berg —work in an integrated process with our support staff so that someone is always able to help you when you contact us with a question or request.

You can count on us to give frank, practical advice that has your best interests at heart, and to work together with you over the long term to achieve your financial goals.

Our Advisors

 

Dale Berg, CFP, CLU, Ch.F.C. Senior Financial Advisor

Dale Berg, CFP, CLU, Ch.F.C.
Senior Financial Advisor,
Assante Financial Management Ltd.

Daryn-Form.jpg

Daryn Form, CFP, CIM
Senior Financial Advisor,
Assante Capital Management Ltd.

Jason Sirman, CFP, CIM Senior Financial Advisor, Assante Capital Management

Jason Sirman, CFP, CIM
Senior Financial Advisor,
Assante Capital Management Ltd.

 

Our Support Staff

Marla Sirman, Administrative Associate

Marla Sirman,
Administrative Associate

 
Anita Loehndorf, Administrative Associate

Anita Loehndorf, Administrative Associate

Patricia Martens, Administrative Associate

Patricia Martens,
Administrative Associate

Karen Porochnavy, Administrative Associate

Karen Porochnavy,
Administrative Associate

Brenda Sheppard, Receptionist

Brenda Sheppard,
Receptionist

Cheryl Mowat, Administrative Associate, Insurance

Cheryl Mowat,
Administrative Associate, Insurance

 

Daryn Form

CFP, CIM
Senior Financial Advisor,
Assante Capital Management Ltd.

Daryn Form, Senior Financial Advisor

Daryn Form, CFP, CIM earned his bachelor’s degree from the University of Saskatchewan and, after a stint in the Canadian Armed Forces, settled into a career in financial services where he has built a successful business over 20 years. In 1999, he earned the Certified Financial Planner™ professional credential, an internationally recognized designation of excellence in the financial field. In 2011, he earned the Canadian Investment Manager (CIM™) offered by the Canadian Securities Institute; this professional designation is required to be licensed as a discretionary portfolio manager in Canada.

Daryn’s scientific, process-driven approach to investing—along with his breadth of experience and knowledge in wealth management and advanced financial planning—are key factors in helping his clients achieve their financial goals. To further help his clients make smart decisions about their money, he has been involved in the development and implementation of investment strategies built for high net worth families through one of the world's leading private money managers. Please read about our investment philosophy.

"I love my work and the opportunity it gives me to help so many wonderful people by making their hard-earned money work for them. I was born and raised in small town Saskatchewan, and I have small town values at heart. I really identify with that old saying, “The quality of your life is based on the quality of your relationships.” The relationships I have at home, with my co-workers, and with the clients I serve are what really keeps my motor running."

Click here to read a brief interview with Daryn.


Jason Sirman

CFP, CIM
Senior Financial Advisor,
Assante Capital Management Ltd

Jason Sirman, Senior Financial Advisor

Saskatoon born and bred, Jason Sirman has been in the financial services business for over 20 years. After completing his B. Ed from the University of Saskatchewan, in 1999 he obtained his Certified Financial Planner (CFP) designation, an internationally recognized designation of excellence in the financial profession.  In 2011, he earned the Canadian Investment Manager (CIM™) offered by the Canadian Securities Institute; this professional designation is required to be licensed as a discretionary portfolio manager in Canada.

True to the objective of this Assante team, Jason focuses his professional attention on helping people make smart decisions about their money. His expertise, experience and desire to help people are keys that help uncover what really matters to his clients. Once that is clearly understood, he can then formulate a plan to help them achieve their goals and aspirations.

"One year, we gave a book to our clients called 'The Dash' . . . the 'dash' being representative of your life.  I want my dash to make a difference in the lives of my family, friends and clients.  Over the years, the more time I have spent with my clients, the deeper our relationships have become . . . and the more I become personally invested in not just their financial lives but their lives in general.  Because of this, I have a strong desire to see each of my clients achieve what is important to them in their lives."

Click here to read a brief interview with Jason.


Dale Berg,

CFP, CLU, Ch.F.C.
Senior Financial Advisor.
Assante Financial Management Ltd.

Dale Berg, Senior Financial Advisor

Immediately after his graduation from college in 1985, where he majored in business adminstration, Dale Berg entered the financial services industry.  Over the years he earned certification as a Chartered Life Underwriter, Certified Financial Planner, and a Chartered Financial Consultant.

"I believe a client-advisor relationship is built on trust. Trust must be earned over time through a dedicated client centered vision of financial success and security. Providing quality advice and information in a timely fashion that is pertinent to the client's personal situation will enhance the client's experience and create a solid foundation of client confidence which in turn will build into trust."

Click here to read a brief interview with Dale.