The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Dubert Rocuant

Wealth Advisor

At Assante, Dubert works with a team of specialists ranging from tax accountants, estate lawyers, and other certified financial advisors to provide a complete approach to individuals' financial needs. Our premium service allows access to recognized, reputable professionals who specialize in the growth, protection and transfer of wealth.

Wealth Creates Complexity, We Help Make It Simple.

 

Among the greatest strengths, he brings to his client relationships is his knowledge, integrity, and commitment to exceptional service. Building on a Business Administration diploma, Canadian Investment Funds Course, Elder Planning Designation, Qualified Associate Financial Planner (QAFP), and license to provide life insurance, Dubert is working towards the Certified Financial Planner designation, recognized internationally as the top professional accreditation. Dubert’s past 10 years of experience in the financial service industry and his educational background make him a great addition to our team.

A strong contributor to the community, Dubert is a member of the Kinsman Foundation and raises funds for local charities and facilities. When not in the office, you can find Dubert in beautiful Nordegg and the surrounding area as he loves being outdoors hiking. If you would like to learn more about Dubert's credentials and what he can do to help you achieve your goals, or if you have any questions about financial and life management, please call 403-845-3681 or e-mail: drocuant@assante.com.

Dubert provides insurance services through Justinen Financial Services Inc.

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The Case for Equities

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Lesser-known ways to profit and save

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Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

5204 49th Street
Rocky Mountain House, Alberta
T4T 1G7 Canada