Our Team

Dubert enjoys working with a team of specialists ranging from portfolio managers, tax accountants,
estate lawyers and other certified financial advisors to provide actionable financial strategies custom to
individuals’ financial needs. RJ Mountain Wealth’s premium service allows access to recognized,
reputable professionals who specialize in the growth, protection and transfer of wealth.
Wealth Creates Complexity, We Help Make It Simple.
Among Dubert’s greatest strengths, he brings to his client relationships is his approachable demeanor,
integrity, and commitment to exceptional service. Building on his Certified Financial Planning
designation, Canadian Investments Funds Course, Elder Planning Counsellor Designation, and license to
provide life insurance, Dubert is currently working towards the Chartered Life Underwriter designation,
recognized internationally as a top professional accreditation. Dubert’s experience in working with
business owners, professionals, and a wide range of high-networth investors alongside his portfolio
managers differentiate the level of wealth management he brings to the marketplace.
In 2013, Dubert and his family traded in their urban life in Calgary for the strong sense of community
that thrives in Rocky Mountain House, a 5 minute commute to the office, and best of all more time with
the family.
A strong contributor to the community, Dubert is a member of the Kinsman Foundation and raises funds
for local charities and facilities. When not in the office, you can find Dubert in beautiful Nordegg and the
surrounding area as he loves being outdoors with his family.

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 took flight, Linda has worked in the business with
Kendal. Raising a young family at the time, she took on the job of being the Bookkeeper, as well as
helping to manage some of the day-to-day operations. As their children grew Linda took a more active
role, taking on some of the administrative and processing
tasks. Although still active as a substitute teacher, her interest in the business grew and she began
spending more time in the office training staff, organizing, and planning. In 2020 her role became full
time, leaving teaching behind and fully engaging in providing support wherever was required as staffing
and business needs changed.
As far as her passion, Linda admires young families setting financial goals, loves watching them work
toward those goals and feels very fortunate that she has been there to see so many families turn their
youthful dreams into retirement reality.

Megan was born and raised in Rocky Mountain House and became part of our team in 2017 as a Client
Service Administrator. She’s worked in client services for 13 years and enjoys interacting with people to
help them solve any issues they may have. Since Megan had her daughter in 2020, she has taken a part
time position so she can spend more time with her family.
She specializes in processing and administration of investments and insurance.
When Megan isn’t in the office, you’ll find her tending to her garden and enjoying the outdoors around
her family’s farm.