Our Team

My financial services career began in 1983 as a sales representative with Manulife Financial. I earned my Certified Financial Planner (CFP®) designation in 1999 and took on the role as Branch Manager of the office in 2005. As a CFP® professional, I maintain a high stand of competence by actively pursuing continuing education opportunities. 

"I believe that a successful financial planning practice requires a long term focus on client wealth accumulation and preservation and must be supported by excellent service. My clients and I are partners working together to achieve their financial goals." 

"Don't simply retire from something; have something to retire to." Harry Emerson Fosdick. 

Insurance products available through Camille Forer.

Derek is committed to developing relationships to best assist individuals, families, and business owners to achieve financial well-being. Derek and his team serve clients from offices in Moose Jaw and Regina. Derek travels the province to meet with clients and is additionally licensed in Alberta and Ontario. 

Being a life-long learner, Derek has obtained his Certified Financial Planner designation. Each year he participates in professional development and continuing education.

Married to Amanda, Derek enjoys travelling, playing hockey, and spending time at the lake.

Insurance products available through Derek Hassen. 

Joan brings over 20 years financial services industry experience to her role in our team. She started her financial service career with the Bank of Montreal and joined Partners In Planning in 2000. Soon after, Joan earned her Certified Financial Planning designation and in 2007 she completed the branch manager’s course to become our office’s alternate branch manager. 

Joan fulfills a vital role in our office as she handles many administrative duties which include processing trades, monitoring client accounts as well as maintaining our company’s accounts. She cheerfully greets clients and takes care to provide them with excellent and efficient service. 

Kirsten joined our office in 2003 leaving behind her career in nursing. She has used her organizational and people skills to keep our office organized and running smoothly. 

Kirsten is very versatile and contributes in many ways to the warm and friendly atmosphere of our office. 

She is often the first person clients talk to when they call or come into the office. As well as greeting clients, booking appointments and maintaining office supplies she is our resident technical support for our computer programs and hardware.

Bev brings a wealth of experience to her role from having spent decades working in the banking industry.  Her attention to detail ensures a high level of office organization.  With an amazing personality, Bev makes all clients feel important and valued.