Your partner in personalized, full-service wealth management

Dubert Rocuant‬‭ is the owner of RJ Mountain Wealth‬‭ and a seasoned financial planner with a‬ specialized focus on family business planning. He works closely with business owners and farm‬ families to navigate the complexities of succession planning, estate structuring, family legacy‬ strategies, and retirement planning. His mission is to help clients transition wealth and values‬ across generations with clarity and confidence.‬

Dubert has earned several industry-recognized designations, including the Certified Financial‬ Planner (CFP) designation from FP Canada (2015), the Elder Planning Counselor designation‬ from the Canadian Initiative for Elder Planning Studies (2016), the Canadian Investment Funds‬ Course from the Investment Funds Institute of Canada and supported by a Business‬ Administration diploma in Financial Services.‬

2025 has been especially fulfilling for Dubert both personally and professionally. He qualified for‬ the prestigious PPI’s Elite Advisory, a distinction recognizing top financial professionals. He also‬ had the privilege of speaking at a national leadership conference, where he shared insights on‬ building and managing a successful team-based advisory practice. In addition, Dubert is‬ currently studying for his FEA, a cause to his heart.‬

Outside of work, Dubert enjoys quality time with his family on their acreage. Whether it’s hiking,‬ biking, or relaxing by the fire, he values the peace and perspective that comes from being‬ outdoors and unplugged.‬

Dubert’s guiding philosophy is:‬‭ Your Wealth. Your‬‭ Story. Our Purpose.‬‭ He believes that‬ wealth is more than just money - it’s a reflection of your values, dreams, and legacy. His goal is‬ to help clients craft a financial story that brings peace of mind today and meaning for‬ generations to come.‬

Throughout his career, Dubert has held roles at IG Wealth Management, Assante Wealth‬ Management, and ATB Financial, where he built his reputation for client-centered service. Since‬‭ joining Optimize Wealth Management, he has elevated his practice through the firm’s unique‬ platform and support, allowing him to deliver truly personalized advice with a family office feel.‬

Kendal has worked almost 37 years in the Financial Services industry, starting as an Insurance Advisor with SunLife in March of 1986. He then added Financial planning and investing to the services that he offered his clients moving to IQON Financial, then Assante Wealth Management.

Kendal is now looking forward to a further transition to Optimize Wealth Management where he will take on a new role as Senior Relationship Manager at RJ Mountain Wealth. In this new role, he will be providing support, mentorship and growth to the client base for Dubert Rocuant and  his expanding team.

Kendal has a passion for food, people and outdoor activities. He enjoys sharing these passions with his clients through their family events, but also supporting the community of Rocky Mountain House surrounding area, by hosting BBQ event fundraisers.

In his new role, he looks forward to having more time to pursue these passions with clients and the community.

Since 1998, when Justinen Financial Services Inc. was founded, Linda has been actively involved in the business alongside Kendal. While raising a young family, she initially took on the role of Bookkeeper, while also helping to manage various day-to-day operations.

As their children grew older, Linda expanded her contributions by taking on additional administrative and processing responsibilities. While still working as a substitute teacher, her interest in the business deepened. Over time, she became more engaged, dedicating more time to the office to train staff, organize operations, and assist with strategic planning.

In 2020, Linda transitioned to a full-time role, leaving her teaching career behind to fully immerse herself in supporting the evolving needs of the business. Her flexibility and dedication have allowed her to adapt to changes in staffing and business demands, providing invaluable support wherever it has been needed.

Linda’s true passion lies in helping young families set and achieve their financial goals. She finds great joy in watching them work toward these milestones and feels privileged to witness so many families transform their youthful dreams into successful retirement realities.