Roadmap to Wealth, Financial Goals and Insurance Needs

Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build 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.

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. 

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.

Recent Posts

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

Read more

Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

Read more

Lesser-known ways to profit and save

Sep 09, 2021

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....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

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