Our Team

We have a remarkable team of individuals with a common goal; to provide the most accurate, timely, and pleasant service available in the marketplace.  

With such a diverse staff we are able to use our respective gifts and strengths to provide the best service to our clients, as well as using these talents to educate our community on a wide scope of information.

We look forward to having the opportunity to meet you, as well as help fill your financial needs.  Our Team works to serve our clients as well as the people of our community.

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.

Kendal Justinen

Financial Advisor

Kendal Justinen was born in Rocky Mountain House, on May 13, 1963. After graduating from Will Sinclair High School in 1982, Kendal decided to stay in Rocky Mountain House and started his career in the financial services industry in 1988 as an agent with Sun Life.  He built a flourishing business and in 1998 Kendal decided to incorporate and Justinen Financial Services Inc. was born. Using his ability to predict future trends, Kendal saw changes occurring in the financial services industry and joined forces with Assante Financial Management Ltd. in 2007 in order to continue to offer the best service possible to his clients. Kendal currently is listed as one of the top 50 Assante Advisors in Canada.

With over 25 years in the business, Kendal uses his experience and expertise to help Justinen Financial Services Inc. clients with wealth and estate planning. This specialized planning is offered by very few advisors in Alberta. By working closely with United Financial, a division of CI Private Counsel LP, Kendal has been able to deliver a comprehensive wealth plan to his 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 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.

Lana Hutchinson

Assistant

Alfred Lam

Senior Vice-President and Chief Investment Officer, CI GAM | Multi-Asset Management

Alfred Lam joined the Investment Consulting team at CI Global Asset Management (CI GAM) in 2004 and is actively involved in manager selection and oversight, product development, asset allocation and currency management of CI GAM’s managed solutions. He leads a team of investment experts who monitor the portfolio managers and the funds’ portfolios to ensure they are adhering to their mandates and performing within expectations and oversees approximately 32 billion of assets invested in customized managed portfolio solutions* for our clients. Alfred previously held the role of Senior Manager of the Investment Management Team at CIBC Securities. He has an MBA from York University and holds the Chartered Financial Analyst designation. Alfred is a member of the CFA Institute and the Toronto CFA Society.  

* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the expertise of an investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. 

Lisa Friesen, BA

Regional Wealth Planning

As  a  Regional  Wealth  Planner,  Lisa  Friesen  facilitates  the  delivery  of  wealth  planning  reports.  Using  a  needs-based  approach,  Lisa  works  with  our  clients  to  not  only  gather  pertinent   financial   information,   but   more   importantly,   to  identify  issues  and  to  help  our  clients  articulate  and  document  their  goals  in  order  to  build  a  plan  that  meets  their complex needs. Working with the support of the wealth planning team, Lisa delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning. 

Lisa  became  part  of  Assante  Private  Client  in  1996.  Her  experience  in  wealth  planning  and  financial  services  spans  over  25  years.  Before  joining  us,  she  held  a  position  at  BMO  Nesbitt Burns. 

Lisa  has  a  Bachelor  of  Arts  degree  from  the  University  of  Manitoba. 

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