Paul Fust – BPE, BEd, , RRC
Senior Executive Financial Consultant
As a Certified Financial Planner professional and Registered Retirement Consultant, Paul specializes in high net worth wealth management. He tailors solutions to your life goals by focusing on all areas of your financial life. This includes incorporating his knowledge and specialization in the areas of retirement income planning, tax efficiency, business succession planning and maximizing your estate. With almost two decades of experience in educating the public, Paul is proficient in dealing with all areas of your financial planning needs.
Page Studler – EPC
Page's philosophy is simple: put people and service first. As an Elderly Planning Counselor, Page works closely with Paul to ensure that when you leave the office you have a full and complete understanding of your holistic financial picture. Her exemplary organizational skills and attention to detail allow her to provide service that is second to none. Page continues to educate herself and is enrolled in the Certified Financial Planner program.
Don Park – B.COMM,
Don has a passion for educating clients and through his experience, he is able to appease all of the financial trepidation that you might have. He builds lasting relationships by understanding client goals – addressing investment, insurance and mortgage planning needs. Don has his Certified Financial Planner designation and his Bachelor of Commerce degree. He has been providing sound financial solutions to clients for more than two decades.
Myles McInnes – B.COMM (Hons), RRC
Whether it is a question about debt management, mortgage planning, retirement planning, taxation, insurance or estate planning – Myles will develop solutions for your unique situation. In addition, he specializes in developing Group Benefit and Pension Solutions. Myles helps ensure that the right pieces are in place to help your business retain and grow talent, while also ensuring that your business is protecting you now and into the future. Believing strongly in continuous education, Myles has obtained his Registered Retirement Consultant designation and is currently working on his Certified Financial Planner Designation.
Julie LeBlanc – BA, B Ed.
With her background in education, leadership and supportive roles, Julie demonstrates her commitment to an exceptional client experience by providing the superior organizational support that a successful financial advisory requires. Efficient and energetic, she enjoys contributing to the many aspects of the team’s busy office, including managing the calendar, processing, and client communication.