Sterling Rempel
Investment Advisor, Associate Portfolio Manager - Future Values Wealth Management of Acpi @Aligned Capital Partners Inc.
Signup · Get unlimited contacts
WORK HISTORY
Investment Advisor, Associate Portfolio Manager - Future Values Wealth Management of Acpi @Aligned Capital Partners Inc.
CA
Aligned Capital Partners Inc. is a truly independent financial advisory firm founded in 1987. I chose ACP to provide my clients with a vast array of products and services required to meet their financial objectives. I have conducted the necessary due diligence on ACP and concluded that ACP represents the best fit for my client/advisor relationships to continue to prosper.Our guiding philosophy is to place our clients’ interests first. “Client-centric” is not a buzz word at ACP - it is tangibly embedded in our culture, business model and processes. In everything we do, we focus on preserving and evolving our client-centric focus.We believe that client relationships are best served by seasoned professionals with experience and integrity. ACP advisors average more than 15 years of financial planning experience. Given the complexities of the financial markets and the speed at which change occurs, experience ensures a perspective that is necessary in order to navigate you towards a successful conclusion of your stated financial objectives.While I am my clients\' primary point of contact, the ACP team is working diligently behind the scenes in order to ensure that I have all of the required tools and processes necessary to provide my clients with a value added client/advisor relationship.Aligned Capital Partners Inc.(“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Future Values Wealth Management, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Future Values Wealth Management and covered by the CIPF. Financial planning and insurance services are provided through Future Values Inc. o/ Future Values Estate & Financial Planning. Future Values Inc. is an independent company separate and distinct from ACPI/Future Values Wealth Management.
EDUCATION
University of Saskatchewan
B.Comm (Hons), Honours Finance, Marketing
SKILLS
ABOUT STERLING REMPEL
Small business owners, self-employed professionals and other entrepreneurs benefit from our values-based approach to Wealth Creation, Wealth Protection, Wealth Enhancement, Wealth Transfer and Wealth Impact. For our clients, it’s about more than just the money: it’s about making a difference and living a life of significance. We help our clients make smart decisions about money, by guiding them through a structured process that helps them prepare for the certainty of uncertainty.because life can change in an instant.Sterling Rempel, CFP® CIM® CLU TEP, is the founder and principal advisor at Future Values Estate & Financial Planning, a financial services firm working with business owners and professionals to align purpose with their finances. Sterling is a Certified Financial Planning professional. He holds the distinction “Fellow of FPSC™” an honour awarded to less than 70 of the CFP® professionals in Canada. He has been a Top 3 Finalist, twice, in the PlanPlus Canada Financial Planning Awards.Sterling is also an Investment Representative and Associate Portfolio Manager, through Future Values Wealth Management of Aligned Capital Partners Inc.(ACPI). Aligned Capital Partners Inc.(“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Future Values Wealth Management, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Future Values Wealth Management and covered by the CIPF. Financial planning and insurance services are provided through Future Values Inc. o/ Future Values Estate & Financial Planning. Future Values Inc. is an independent company separate and distinct from ACPI/Future Values Wealth Management.Sterling has attained the following educational qualifications and designations:• B.Comm.(Hons)- Bachelor of Commerce degree, Hons Finance, Marketing• CSC (Hons)- Canadian Securities Course, Hons• WME - Wealth Management Essentials Professional designations held• CFP® - Certified Financial Planner Professional• CIM® - Chartered Investment Manager• CLU - Chartered Life Underwriter• TEP - Trust and Estate Practitioner• CH.F.C- Chartered Financial Consultant• RIAC - Responsible Investment Advisor Certification • EPC - Elder Planning Counselor• CKA - Certified Kingdom Advisor• RHU - Registered Health Underwriter• FLMI - Fellow, Life Management Institute• HIA - Health Insurance Associate• Fellow of FPSC™
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.