Dubert Rocuant, CFP, EPC Senior Financial Planner
Dubert enjoys working with a team of specialists ranging from portfolio managers, tax accountants, estate lawyers and other certified financial advisors to provide actionable financial strategies custom to individuals’ financial needs. RJ Mountain Wealth’s 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 Dubert’s greatest strengths, he brings to his client relationships is his approachable demeanor, integrity, and commitment to exceptional service. Building on his Certified Financial Planning designation, Canadian Investments Funds Course, Elder Planning Counsellor Designation, and license to provide life insurance, Dubert is currently working towards the Chartered Life Underwriter designation, recognized internationally as a top professional accreditation. Dubert’s experience in working with business owners, professionals, and a wide range of high-networth investors alongside his portfolio managers differentiate the level of wealth management he brings to the marketplace.
In 2013, Dubert and his family traded in their urban life in Calgary for the strong sense of community that thrives in Rocky Mountain House, a 5 minute commute to the office, and best of all more time with the family.
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 with his family.