Meet the Team

Your future is our focus.

Our advisors and associates are known for offering smart, sensible solutions based on where you are and where you want to go.

team-2022

Advisors

Dale Berg (CFP®, CLU, Ch.F.C.)

Senior Financial Advisor, Assante Financial Management Ltd.

A CERTIFIED FINANCIAL PLANNER® professional, Chartered Life Underwriter, Chartered Financial Consultant, and devoted family man, Dale has been trusted by clients for more than 30 years. His client-centered approach to financial planning is founded on trust, honesty, and respect.

Daryn Form (CFP®, CIM)

Senior Financial Advisor, Assante Capital Management Ltd.

Daryn applies his knowledge, experience, and scientific, process-driven approach to help his clients achieve their financial goals. Born and raised in rural Saskatchewan, he joins small town values with world-class investment strategies and financial solutions.

Jason Sirman (CFP®, CIM)

Senior Financial Planner, Assante Capital Management Ltd.

Jason brings decades of experience in financial planning and a knack for simplifying the complex to every client interaction and portfolio. Known for his attention to detail and commitment to his family and community, Jason takes pleasure and pride in changing lives.

Associates

Troy Simonson (CFP®)

Financial Advisor, Assante Financial Management Ltd.

A former small business owner, Troy has strong ties to entrepreneurship and agriculture in Saskatchewan. These ties help him connect with and support business owners and farmers in developing financial plans and overseeing investments.

profile-Troy Simonson

Dylan Macnab

Associate Financial Advisor, Assante Capital Management Ltd.

Dylan’s experiences as a junior hockey player taught him about discipline and the struggles and successes of athletics. He applies this experience, working with business owners and professional athletes to develop sustainable, supportive financial futures. Dylan holds a Bachelor of Commerce in Finance and is actively pursuing his Certified Financial Planner designation.

dylan-macnab

Nathaniel Christian (CPA)

Associate Financial Advisor, Assante Capital Management Ltd.

Nathaniel’s experience as a Chartered Professional Accountant (CPA) enables him to make decisions analytically while always keeping the big picture in mind. He enjoys getting to know people on an individual level in order to best serve their unique needs, wants, and dreams. In addition to his CPA, Nathaniel is actively pursuing his Certified Financial Planner designation.

nathaniel

Operations Team

profile-Marla Sirman

Marla Sirman
Administrative Associate

profile-Anita Loehndorf

Anita Loehndorf
Administrative Associate

profile-Karen Porochnavy

Karen Porochnavy
Administrative Associate

profile-Cheryl Mowat

Cheryl Mowat
Administrative Associate

profile-Patricia Martens

Patricia Martens
Administrative Associate

profile-Brenda Sheppard

Brenda Sheppard
Administrative Associate

profile-Tammy Sisco

Tammy Sisco
Receptionist

Ready to put your wealth to work?