Senior Wealth Advisor
Kendal Justinen is a senior advisor with over 35 years of experience providing financial advice, his senior role is instrumental in the team. Kendal uses his experience and expertise to help clients with wealth and estate planning. This specialized planning is offered by very few advisors in Alberta. By working closely with CI Assante Private Client, a division of CI Private Counsel LP, a team consisting of CERTIFIED FINANCIAL PLANNER® professionals, tax accountants, and estate lawyers, Kendal has been able to deliver comprehensive wealth planning to clients. The offering of Private Client engages the services of lawyers, estate planners, money managers, and tax specialists, along with Kendal’s advising experience, to produce a service unmatched in the marketplace.
Kendal believes the success of his business relies on many factors. These include top-notch customer service, diversification, and mentorship as well as staying ahead of the curve in terms of what the industry’s doing.
Kendal enjoys spending his leisure time with his wife and three wonderful children. Kendal has a deep passion for cooking and will often find him in the kitchen. He is known around town as Rocky's Financial Chef.
Kendal Justinen is the President of Justinen Financial Services Inc. and is an Investment Funds Advisor with Assante Financial Management Ltd. ("Assante") through which he sells mutual funds, GICs, and government bonds. The relationship that Kendal has with Assante does not include the insurance services for which Justinen Financial Services Inc. is solely responsible. Justinen Financial Services Inc. is not associated in any way with Assante and Assante has no responsibility for the services offered by Justinen Financial Services Inc.
Dubert Rocuant, CFP®, EPC
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 his greatest strengths, he brings to his client relationships is his knowledge, integrity, and commitment to exceptional service. Building on his CFP® designation, Canadian Investment Funds Course, Elder Planning Designation, and license to provide life insurance, Dubert is working towards the Chartered Life Underwriter 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 partner in the branch.
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 with his family. 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: email@example.com.