In partnering with Optimize Wealth Management, Dubert works with a team of specialists ranging from tax accountants, estate lawyers, and other certified financial advisors to provide a complete approach to individuals’ financial needs. Our 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 his greatest strengths, he brings to his client relationships is his knowledge, integrity, and commitment to exceptional service. Building on his Certified Financial Planning® designation, Canadian Investment Funds Course, Elder Planning Counsellor Designation®, and license to provide life insurance, Dubert is working towards the Chartered Life Underwriter designation, recognized internationally as a top professional accreditation. Dubert’s experience in working with business owners, professionals, and wide range of high-networth investors alongside his portfolio managers differentiate the level of wealth management he brings to the marketplace.
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.