Jak Pullen

Vice-President, Portfolio Manager & Wealth Advisor

780-944-8834 | Email me
1-800-282-3995

With over 15 years of investment industry experience, Jak is dedicated to providing expert wealth management services with a focus on financial planning.

As an accredited Portfolio Manager, Jak provides discretionary financial advice for his clients. With discretionary investment management, clients are actively involved in setting overall strategy, including investment objectives and policy, while the day-to-day tactical decisions are left to a professional Portfolio Manager. This premium service is specifically designed to meet the needs of individuals, families, businesses and other organizations requiring the highest calibre of wealth management. 

In 2007 Jak was the winner of the Donald J. Langill Memorial Award as President of the President’s club for RBC Dominion Securities. Achieving this award is a significant achievement as it recognizes Jak’s commitment and dedication to his clients. 

In addition Jak has his Certified Financial Planner designation from the Financial Planning Standards Council and has been awarded the Certified Investment Manager designation and the Financial Management Advisor designation from the Canadian Securities Institute.

Jason Forster, CFA, CFP

Associate Advisor & Financial Planner

780-944-5848 | Email me

Jason brings a wealth of financial expertise to our clients and to our team. With over 15 years of investment industry experience, including working with RBC as a Private Banker and Financial Planner, Jason has demonstrated his commitment to helping successful individuals and families achieve their financial goals. In his role as Associate Advisor, he is focused on providing the highest level of financial planning, investment management service and guidance to our clients.

Jason achieved his Chartered Financial Analyst (CFA) designation in 2012. In addition, he holds a Bachelor of Commerce degree from the University of Saskatchewan, the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. This combination of education and years of applied experience gives Jason the expertise needed to help the team’s clients meet their financial goals.

Outside of the office, Jason enjoys spending time with his family, which usually involves chasing after his two young daughters. He also enjoys the great outdoors while fishing, golfing and camping with friends and family.

Jennifer Stack, CFP

Associate Wealth Advisor & Financial Planner

780-944-8856 | Email me

Jennifer Stack has been a part of Pullen Wealth Management since May 2008 and involved in the investment industry since 2003. She was previously an account Manager at RBC Royal Bank. In 2009, Jennifer received the RBC Dominion Securities Award of Excellence.

Jennifer obtained a Bachelor of Commerce with Major in Finance from the University of Alberta in 2007. She successfully completed the CSC, CPH and Associate Training in 2008, and in August of 2010, became a CERTIFIED FINANCIAL PLANNER® professional.

Tracy Steedsman

Associate

780-944-8813 | Email me

In 1988, after receiving her Diploma in Finance from NAIT, Tracy started her career in the investment industry with RBC Dominion Securities.  She has successfully completed both the Canadian Securities Course and the Conduct and Practices for the Security Industry Professional, which enabled her to acquire the same securities license held by an Investment Advisor. And she achieved her Associate title by completing the Associate Training Program in 1998.

Tracy has worked with a platinum team since 1990 and celebrated her 20th year with RBC in 2008. Her competence and efficiency are essential in assisting clients in administering their finances, and has earned her an Award of Excellence both in 2001 and 2009.

April Bedard Smith

Associate

780-944-8868 | Email me

April Bedard Smith joined Pullen Wealth Management in early 2013 and previously worked in the legal industry as a paralegal.  She is currently working on obtaining her Canadian Securities Course (CSC)® and the Conduct & Practices Handbook Course (CPH)®.

With April's background in the legal field, she brings exceptional skills to her role.

Monica Lefurgey

Administrative Assistant

780-944-8809 | Email me

The newest member of Pullen Wealth Management of RBC Dominion Securities, Monica has more than five years of experience in the financial services industry. She is a graduate of Grant MacEwan’s Theatre Arts program and Red Deer College’s Motion Picture Arts program. As a valuable member of the team, Monica provides administrative support and excellent customer service to clients. She is likely the first of many friendly faces you will encounter when you visit our office.

Together, the team is responsible for account administration, updating and monitoring client accounts, preparing portfolio reports, communicating with head office, assisting in client tax preparation, attending to client account transactions and facilitating any general client requests. Each team member strives to ensure that our clients receive an exceptional level of personalized service that consistently exceeds their expectations.

Additional Resources

Joyce Burnett, B.Sc., LL.B, TEP

Will & Estate Consultant

Joyce Burnett graduated from the University of Prince Edward Island with a B.Sc. and from Dalhousie Law School with her Bachelor of Laws. She was called to the Alberta Bar in 1986.

Prior to joining RBC, Joyce practiced law exclusively in the areas of wills, estate planning, estate administration, trusts, and charities law for ten years. She has taught professional continuing education seminars for the Legal Education Society of Alberta and the Canadian Bar Association.

 

Gord Sandberg

Insurance Specialist

Gord Sandberg is a valuable member of our team, helping you create and preserve your wealth. Gord employs a comprehensive process to assess our client’s needs and then recommends creative, tax-exempt insurance strategies that will help our client's achieve their wealth management objectives.

Gord focuses on both personal and corporate insurance solutions to help increase our client’s net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Gord has access to insurance solutions from the top-ranked insurance providers in Canada .

 

Coady Cormier, B.B.A (Finance), LL.B., TEP

Senior Manager, High Net Worth Planning Services

Coady has assisted high-net-worth and ultra-high-net-worth families with tax and estate planning since 1992. His guidance supports clients in their relationship with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for executives, business owners, professionals, retirees and those individuals with U.S. issues.