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Future Values: estate and financial advisors Calgary

Future Values: estate and financial advisors Calgary

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    • About Us
    • Philosophy
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    • Individual Risk Management
    • Business & Professionals planning
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  • financial planners calgary

    Your values are deeply personal. Our approach is too.

    We work with clients to consider the profound questions, 'will I be OK?' and 'how can I look after my family?', and move beyond that to help them connect their money to what's meaningful to them.

   

Why us?

We take the time to get to know you and what matters to you.
Our approach will guide you through your decision-making process in a way that
aligns with your values. Working together, we will develop a custom plan to help with your
financial independence, income sustainability, family legacy and social impact.

 

About us

We help business owners and professionals align their finances with their values, by planning for financial independence, family and social legacies, responsible investing and philanthropy.
People like doing business with us because they are ready to combine meaning with their money.

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Philosophy

We get it: it’s not just about you, not just about your money or the rate of return. It’s about making a difference in your world and being of significance.

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Our Process

Our unique process guides clients through values-based decision-making, responsible investing and prudent risk management. Working together, we develop an organized approach to financial independence, income sustainability, family legacy and social impact.

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OUR SERVICES

Our services include financial and estate planning, retirement planning, insurance planning,
and risk management. But it’s our advice, expertise, experience and confidentiality that will
help you plan bigger. That, and our ability to translate values into tangible and achievable
legacies for generations to come.

 

Comprehensive Financial Planning

Financial planning is a disciplined, multi-step process of assessing your current financial and personal circumstances against your future desired state. We develop strategies that help meet your personal goals, needs and priorities in a way that aims to optimize the allocation of your resources.

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Individual Risk Management

Insurance is part of the foundation of a complete financial security plan. It helps protect you and your family in the event of death, a disability or critical illness.

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Business Owner & Professionals Planning

Business owners and self-employed professionals face special challenges.  We understand, because we operate our own small business.

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Our Team

Learn more about our amazing team of professionals.

Photo of team member

Sterling Rempel

Wealth & Estate Planning Specialist

CFP®, CLU, TEP

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Sterling Rempel

Phone: 403-229-2123

Mobile: 403-863-8478

Fax: 866-509-6017

Toll Free: 877-229-2123

Email: sterling@futurevalues.com

Sterling Rempel, CFP®, CLU, TEP, is the founder and principal advisor at Future Values Estate & Financial Planning, an independent financial planning firm. He is a Certified Financial Planning professional.  Sterling holds the distinction “FP Canada Fellow™” an honour awarded to less than 70 of the 17,000 CFP® professionals in Canada.  He has been a Top 3 Finalist, twice, in the PlanPlus Canada Financial Planning Awards,

Sterling is an Investment Representative, through Future Values Wealth Management of Aligned Capital Partners Inc. (ACPI).  
Aligned Capital Partners Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) as well as a member of the Canadian Investor Protection Fund (CIPF). 

Sterling is a wealth and estate planning specialist with a focus on creative uses of tax-preferred insurance products.  He has a special interest in responsible investments and in charitable planned giving, having served on the boards of numerous not-for-profit organizations, including Board Treasurer of the Alberta Council for Environmental Education and the Vintage Sports Car Club of Calgary.

A 30+ year veteran in the financial services industry, Sterling began his career in 1985 and previously worked with two national insurance firms in various management roles prior to founding Future Values in 1999.  

Sterling enjoys outdoor activities beginning with the letter ‘S’: sailing, scuba diving, snowboarding and sports cars. In his spare time, he and his wife are restoring a vintage Airstream trailer.  They are proud parents of four children, ranging from teenagers to young adults, and recently welcomed a granddaughter into their family.

Sterling has attained the following educational qualifications and designations:

  • B.Comm. (Hons)  - Bachelor of Commerce degree, Honours Finance,  Marketing
  • CSC (Hons) - Canadian Securities Course, Honours
  • WME  - Wealth Management Essentials 

Professional designations held

  • CFP - Certified Financial Planner
  • CLU - Chartered Life Underwriter
  • TEP - Trust and Estate Practitioner
  • CH.F.C. - Chartered Financial Consultant
  • CKC - Certified Kingdom Advisor
  • RIAC - Responsible Investment Advisor Certification
  • EPC - Elder Planning Counselor
  • RHU - Registered Health Underwriter
  • FLMI -  Fellow, Life Management Institute, with Distinction
  • HIA - Health Insurance Associate
  • FP Canada Fellow™


Professional membership

  • Advocis, The Financial Advisors Association of Canada
  • Advisors with Purpose
  • Canadian Initiative for Elder Planning Studies
  • Canadian Institute of Financial Planners
  • Conference for Advanced Life Underwriting
  • Estate Planning Council, Calgary
  • Financial Planners Standards Council
  • Responsible Investment Association
  • Society of Trust & Estate Practitioners

Bio
Photo of team member

L. Gordon Williams

Financial Security Advisor

Associate Advisor

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L. Gordon Williams

Mobile: 780.245.1893

Fax: 1.866.509.6017

Toll Free: 1.877.229.2123

Email: gordon@futurevalues.com

Gord joined Future Values Estate & Financial Planning, an independent financial planning and insurance brokerage firm, as an associate advisor in December of 2020.

Gord has been a friend and business associate of Sterling Rempel, our founding partner, for over 32 years, and based on his trust and faith in Sterling has been a client of Future Values since 2005.

A 27 year veteran of the financial services industry, Gord began his career at Mutual Life in Winnipeg in 1987 before moving to Edmonton where, in 1995, he joined the Sun Life management team of their largest branch in Canada (formerly Mutual Life – Clarica).

While at Sun Life, Gord worked as Manager of New Advisor Training, Recruiting Manager, and finally Senior Agent Business Manager before starting his own independent brokerage firm, Pullen Williams Financial Solutions Ltd.

Pullen & Williams were recognized as Advisors of the year in both Year One and Two of operations prior to Gord selling the practice when given an exciting opportunity to join a long-time client and help him expand and build his Commercial Financing brokerage, now the largest in Canada.

Recently, given the COVID-19 situation, many of Gord’s former clients have reached out to seek advice with regards to their financial planning needs and concerns. It was the confluence of these inquiries, Sterling’s expressed desire to grow his practice, and the new virtual world of communicating that has finally fulfilled the long-time desire of Gord & Sterling to work together as a Team.

Gord is a former Pro hockey player, serial entrepreneur, sales trainer, coach and mentor, who believes wholeheartedly in the importance of continual investment in one’s self with regards to personal development. To that end, Gord became certified as an Emotional Fitness Coach in 2011.

Gord enjoys all sports, is an avid golfer and he and his wife Cathy love to travel. They are proud parents to 3 children and have 6 grandchildren.

Bio
Photo of team member

Kyra Warner

Licensed Associate

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Kyra Warner

Phone: 403.229.2123

Fax: 1.877.509.6017

Toll Free: 1.866.229.2123

Email: kwarner@alignedcp.co

Kyra Warner joined Future Values in May 2018, having worked previously for five years at a different financial advisory firm.  She is a Registered Associate for investment securities through Future Values Wealth Management of Aligned Capital Partners Inc.  Kyra is also a Licensed Assistant for life, accident & sickness insurance in Alberta,

She has completed the Canadian Securities Course, Conduct & Practices Handbook, 90-Day Investment Advisor Program, the LLQP Insurance course and the provincial life insurance examination.  She and her partner are proud parents of two children.  She enjoys traveling, fitness and her new puppy. 

Bio
Photo of team member

Paulina Brittner

Licensed Associate

B.Comm

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Paulina Brittner

Phone: 403.229.2123

Fax: 1.866.509.6017

Toll Free: 1.877.229.2123

Email: admin@futurevalues.com

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Bio

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 403.229.2123
Fax: 1.866.509.6017
Toll Free: 1.877.229.2123

Email: info@futurevalues.com

Suite 201, The Heath Block
615 – 15 Avenue SW
Calgary, AB T2R 0R4

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Quick Message

At Future Values Estate & Financial Planning we work as your personal financial advisors & planners, offering you a wide range of services that are designed to help our clients from Calgary as well as the surrounding communities: British Columbia, Alberta, Saskatchewan and Manitoba. Our services include retirement planning, insurance planning, risk management, financial planning and estate planning.

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The information on this website is intended for residents of British Columbia, Alberta, Saskatchewan, Manitoba and Ontario only.

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