REYNOLD BERT Photo

REYNOLD BERT

Reynold holds a Certified Financial Planner designation. He is Mutual Fund Representative with Credential Asset Management Inc. and a Life Insurance Representative with Spectra Financial (Financial Horizons).

Started in the investment and retirement planning business  in 1990. At that time I provided Mutual Funds services (MFDA) to clients as well as Life Insurance products. From 1990 to 1997 I did Farm accounting and prepared tax returns along with investment and retirement and retirement planning. In 1997 I Obtained my Certified Financial Planner designation.  I am a member of the Financial Planners Standards Council, The Canadian Institute of Financial Planners and  ADVOCIS, “The Financial Advisors Association of Canada”.  I am able to serve clients in Saskatchewan, Alberta and Manitoba. I am certified with the Registered Deposit Brokers Association as well.

In 1997 I focused my time on Investment and Retirement Planning and dropped the Income tax and accounting from my work. The  income tax experience still adds significantly  to my planning  abilities.

I married Shelley in 1983. We have 4 children.

My wife Shelley and I have been Foster Parents since 1994. Since then we have welcomed 34 children into our home.

I have been a member of the Estevan Rotary Club where I served as Treasurer and President.

 

CORY CASEMORE Photo

CORY CASEMORE

After a diverse career in the oilfield, Cory switched gears into the financial services industry and joined our team in December of 2018.

Whatever you’re looking for, Cory has the solution for you. As a licensed insurance professional, Cory specializes in individual and corporate risk management through life, critical illness, disability and group benefit insurance products.

In his spare time, Cory enjoys volunteering in the community. Over the years, he’s been involved in coaching various minor sports, sitting on the Estevan Lives Rider Pride Committee and volunteering at the Saskatchewan Summer Games, among other community events.

As well, Cory is also a member of the Financial Advisors Association of Canada (ADVOCIS) and sits on the board of directors for the Estevan Chamber of Commerce.

 

Jarrett Daoust Photo

JARRETT DAOUST

Born and raised in Estevan, Jarrett dreamt of obtaining his business degree and returning home to start his career. In the spring of 2020, he joined the Spectra Financial family and knew instantly it was the perfect fit.

Jarrett holds a Bachelor of Commerce degree in Finance from the University of Saskatchewan, a Dean’s Honour List student throughout his tenure. He’s also well on the way to earning his Certified Financial Planner designation. In the midst of his training, Jarrett has become a licensed financial advisor in mutual funds after completing the Canadian Investment Funds and Labour Sponsored Investment Funds courses.

In his spare time, Jarrett enjoys venturing into the great outdoors with his family and friends, camping at Woodlawn, boating and fishing whenever he gets the chance. Come the winter months, you’ll find Jarrett sledding, playing on the local Senior Rec hockey team or swinging his racket at the Estevan Badminton Club.

Giving back to the community just comes natural for Jarrett. He volunteers to help coach the Estevan Comprehensive School badminton team, assists with the Estevan Wildlife Federation’s youth camp every fall and remains a proud member of the community.

 

Twyla Hanson Photo

TWYLA HANSON

Twyla joined the Spectra Financial family in 2008, bringing with her a keen attention to detail and a knack for investments.

On top of her Business Administration certification and years of experience processing investments, Twyla has also completed the Canadian Investment Funds course as of June 2020 and is licensed to sell mutual funds. In short, Twyla has become such an integral part of our team that we’d be lost without her!

When she’s not at the office, Twyla enjoys kicking back with her husband Mark and her three children, diving into a good book and challenging herself to a CrossFit workout.

Since moving to Estevan in 1994, Twyla has been an active member in our community. She’s served as a board member for the Estevan Skating Club for many years, as well as the School Community Council and the Estevan & District Music Festival board.