That is why we take great pride in the quality of our people. Our team is committed to serving the long-term financial success of our clients. They also have the years of experience, work ethic, and commitment to get the job done.
Karen’s journey in financial services began with National Life in downtown Toronto, but when her first child arrived, the dream of homeownership led her to Barrie. After a brief stint commuting, she connected with Richard McCaw, a seasoned local advisor, and eagerly embraced the opportunity to learn from a veteran in the industry.
It wasn’t long before Karen discovered her passion for empowering families to achieve financial security. She thrives on helping clients build, protect, and grow their wealth—whether that’s planning for retirement, saving for education, managing investments, or crafting a personalized financial strategy. Karen’s dedication lies in guiding families at every stage, ensuring they have the knowledge and tools to confidently navigate their financial futures.
In addition to her expertise in comprehensive financial planning, Karen is a dedicated advocate for the Special Needs community. With firsthand knowledge and deep compassion, she helps families with disabilities tackle the complexities of long-term financial planning, providing them with peace of mind and sustainable support.
Karen’s approach is both personalized and compassionate, always focused on empowering clients to make informed and confident decisions about their financial well-being.
Outside of work, Karen enjoys spending quality time with her family, traveling with her partner Dave, tackling challenging jigsaw puzzles, and diving into her latest paddleboarding adventures.
Kevin is a second-generation financial planner who began his practice in 2014. Starting with one of Canada’s prominent captive institutions, Kevin quickly realized that the best way to serve his clients was by offering truly unbiased advice. In 2019, he transitioned to the independent advisory world, freeing him from the pressure to promote specific funds and allowing him to focus solely on his clients’ best interests.
Over the years, Kevin has honed his expertise in serving two key client groups:
The first is business owners. With his extensive experience and knowledge of strategic financial planning, Kevin helps business owners uncover and leverage opportunities that can maximize their financial outcomes, allowing them to dedicate more time and energy to growing their businesses.
The second group includes individuals who are either approaching retirement or have recently retired. Kevin takes a comprehensive approach and develops tailored plans that address not only investment strategies but also income needs, legacy goals, and estate planning, ensuring that clients feel secure both during retirement and in leaving a lasting impact for future generations.
Kevin’s commitment to independence and client-first service is reflected in his tailored solutions and long-lasting client relationships.
When Kevin isn’t looking over financial statements, he can be found touring baseball stadiums, visiting Disney parks and supporting the Toronto Sceptres all with his partner Talena.
Kevin Schuster is a Worldsource Financial advisor partnering with Spectrum Financial in a collaborative effort to help expand the offerings that we can provide to our valued clients. While Kevin will maintain his independent business, the time he spends with you will be focused on your financial success.
Janet is our Senior Administrative Assistant responsible for managing all aspects of a clients file. Janet joined our Spectrum Team in May of 2000 and with her long tenure comes a wealth of experience in all areas of our business. She takes great pride in ensuring the families we work with are serviced to the highest standards. Janet is the strength behind the scenes that keeps our systems running smoothly.
Janet is renowned for her baking and enjoys spending quality time with her two daughters and her puppy Jaxx.
Cathy is our newest administrative assistant, just joining the team in June of 2023. Cathy comes to us with strong administrative experience in the Financial Planning field – both in Canada, and the US. Cathy is enjoying getting to know our clients and loves the family atmosphere at Spectrum.
Cathy is a proud mom of 2 grown sons, and Gam Gam to her grandson, Watson. When she is not out trying new restaurants or visiting with friends, she is home with her two felines Boo and Buster.
Richard has been educating and helping his clients achieve financial security for almost 55 years, initially as a representative with North American Life in Montreal and the Eastern Townships of Quebec and then becoming an independent advisor in Barrie, Ontario.
Richards long tenure comes from his absolute love of people and his passion for helping others. In his words “Why would I retire when I love what I do!”
As evidence of his commitment to his clients and his professional development, Richard has earned the Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant and his Elder Planning Counselor designations.
Richard has been a long standing and contributing member of Advocis, the Financial Advisors Association of Canada and spent many years actively participating and supporting many local associations, such as Scouts Canada and the Gryphon Theatre.
In his spare time, Richard enjoys the outdoors and spending time traveling with his lovely wife Melvina.
Our offices are located in beautiful
downtown Barrie at 134 Collier Street!
For special needs financial planning, visit our sister site: Spectrum Special Needs Planning.
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Spectrum Financial Strategies
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