Dustin brings over 17 years in financial management, corporate operations and accounting experience. Our team's diverse expertise has brought prudent understanding to select families, business owners, executives, retirees and institutions unique situations. "Growing up on a family farm, we lived through a multitude of family health issues, which led to changes in the farm dynamic as well as our family. That experience showed me the importance of planning and having trusted partners to help navigate through those difficult life events and to secure what a family or entity is trying to achieve in the short and long term."
Our professional team is built on these principles, with services focused on:
- Portfolio management
- Tax efficient income replacement
- Estate & wealth protection
- Retirement & financial planning
- Institutional & advisory solutions
Dustin is the current Chairman for the Red Deer Regional Hospital Foundation and a continual supporter of the Central Alberta Children's Advocacy Centre.
