Our Team

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.

Kendal Justinen

Kendal Justinen

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.

Dubert Rocuant

As a Financial Advisor, Dubert has been helping individuals and families achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

Among the greatest strengths he brings to his client relationships are his knowledge, integrity and commitment to exceptional service. Building on a Business Administration diploma, Canadian Investment Funds Course and Life Licence, Dubert is working towards the Certified Financial Planner designation, recognized internationally as the top professional accreditation.

Dubert’s past experience in the Financial Service industry and his educational background make him a great addition to our team. Dubert’s aim is to help working families, blue-collar workers and business owners with an integrated wealth management approach.

A strong contributor to the community, Dubert is a member for the Local Kinsman Association and raises funds for local charities and facilities. When not in the office, you can find Dubert in beautiful Nordegg and surrounding area as he loves being outdoors hiking and fishing. If you would like to learn more about Dubert's credentials and what he can do to help you achieve your goals, please call 403-845-3681 or e-mail: drocuant@assante.com.

Dubert provides insurance services through Justinen Financial Services Inc.

alfred lam

Alfred Lam

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

Alfred Lam joined the Investment Consulting team at CI Investments Inc. in 2004 and is actively involved in manager selection and oversight, product development, asset allocation and currency management of CI’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 is a CFA charterholder. 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 exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.
james sturdy

James Sturdy

Vice-President

As Vice-President at CI Investments, James is a strategic, multidisciplinary, and entrepreneurial thinker who has 18 years of experience in the financial services industry, 15 of those with CI. He manages territories from southern Alberta, Saskatchewan and Manitoba and has logged over 10,000 hours meeting with financial advisors, money managers and CI product designers. James’ deep understanding of financial products puts him in a unique consultative position to assist us in better meeting our clients’ needs. He began his career working at an independent financial planning office developing investment portfolios for a wide range of individual and corporate clients. James holds the Certified Coach Practitioner designation. * With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.
lisa friesen

Lisa Friesen, B.A.

Regional Wealth Planner

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 20 years. Before joining us, she held a position at BMO Nesbitt Burns. Lisa has a Bachelor of Arts degree from the University of Manitoba. * With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.

Jane Shanks

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Jane Shanks works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support* that complements their wealth plans. Jane has a particular focus on estate and trust planning for business owners, professionals, and other affluent individuals and families. Jane has a Bachelor of Law Degree and a Bachelor of Arts Degree from the University of Windsor. She is a member of the Law Society of Upper Canada and The Society of Trust and Estate Practitioners. Since being called to the Bar in 1981, Jane has worked in private client and wealth management services, specializing in estate and trust planning and administration. Prior to joining United Financial, Jane was Vice-President, Prairie Region with a major trust company, where she managed the operation and delivery of Estate, Trust and Agency Services throughout the Prairie provinces. Jane has been a seminar instructor in Wills and Estates at the Law Society of Upper Canada Bar Admission Course. * With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and United Financial, a division of CI Private Counsel LP.
bradley charlton

Bradley Charlton CLU, ChFC, CHS

Regional Vice-President, Estate Planning

As a Regional Vice-President, Estate Planning Bradley Charlton is well-positioned to deal with the technical aspects of our clients’ more complex situations. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that compliment the overall wealth management for our clients. Brad joined Assante Estate and Insurance Services Inc. in 2007. His career in the financial services industry spans 26 years with roles of increasing responsibility with major insurance companies throughout Western Canada, initially in Winnipeg and more recently in Calgary. He has spoken at many educational events, is a member of the Conference for Advanced Life Underwriters (CALU), and a member of the Estate Planning Council of Calgary. Brad is based in Calgary and services Western Canada and Yukon. With access to a wealth of tools and resources, Assante advisors are supported by the insurance specialists at Assante Estate and Insurance Services Inc.