2023 CONFERENCE & AGM
Sterling Rempel, CFP, CIM, CLU, TEP
Wealth Manager, Investment Advisor, Future Values Wealth Management of Aligned Capital, Partners Inc
Sterling Rempel has served his clients as an independent wealth manager since 1999. His greatest satisfaction is helping his clients unleash their inner philanthropist. He loves when people realize anexpanded vision of what is possible for them, their money and their important causes.
Sterling holds the distinction FP Canada™ Fellow, an honour awarded to only 70 of over 17,000 CFP® professionals in Canada. He is uniquely equipped to assist clients with a strategic, holistic approach to values‐based wealth management:
- An award‐winning financial planner
- An experienced Investment Advisor
- Certified as a Responsible Investment Advisor
- A specialist in tax‐advantaged use of life insurance, disability and critical illness insurance
- A Trust & Estate Practitioner
Sterling has a long history with the charitable sector. He and his family have created two donor‐advised legacy foundations, benefitting healthcare, education, religious, global relief and microcredit organizations.
As an entrepreneur & employer, Sterling understands the unique stresses faced by small business owners, their employees and self‐employed professionals.
Sterling currently serves on the board of directors for the Conference for Advanced Life Underwriting (CALU).
Speaking at the Conference
- Monday, May 8 @ 4:30 pm – 5:00 pm ET
Address by Melissa Lantsman, Deputy Leader of the Conservative Party of Canada