About Dustin

I have over 20 years’ experience in finance and investment management and specialize in wealth accumulation, wealth management, retirement, estate, tax and succession planning. I offer customized, comprehensive strategies to individual and corporate investors to meet each client's unique objectives. For building or preserving wealth, investors need to incorporate principles for managing money, establish a solid financial foundation and make sound investments. As goals and needs shift with each new life event, a financial strategy should be re-evaluated to accommodate important changes and new financial objectives.

I apply both technical and fundamental analysis to determine portfolio recommendations and risk management. I can offer a wide array of products and services to meet your specific needs and I'm not beholden to sell proprietary products that might not fit your objectives. The process begins with an evaluation of your current financial situation and together, with some technical financial tools, forecast and develop a strategy for future growth. The outcome of your wealth-building strategies will yield a practical personal financial road map. Throughout the process, I work to build strong, lasting relationships with my clients based on mutual trust.

Prior to joining Research Capital, I began my career in finance at Royal Bank in Manitoba where I worked for 5 years as an Investment and Retirement Planner. I then spent 8 years as an Investment Specialist with CIBC Financial Planning in Alberta. I bring extensive product and market knowledge to my practice.

Professional qualifications and studies include Bachelor of Commerce(honors) in Finance, University of Manitoba, Personal Financial Planning(PFP) designation, Institute of Canadian Bankers, Canadian Securities Course, Investment Funds in Canada, and the LLQP(Insurance), Canadian Investment Manager (CIM).