Dustin DeHaan CFP®, B.Mgmt
DeHaan Private Wealth
Dustin DeHaan has been working in the financial service industry over the last 7 years. He is a CFP® (Certified Financial Planner) professional who provides financial planning services. His client’s love how easy it is to work with him and how he makes financial concepts easy to understand. His approach to finance is to make it as simple as possible for clients.
Dustin was an Associate at a large financial institution before starting DeHaan Private Wealth. During that time, he was able to gain invaluable experience designing financial plans for high net worth business owners. Dustin’s experience in having worked with a wide range of client’s financial situations is what sets him apart from other advisors.
This invaluable experience ultimately lead Dustin on the entrepreneurial path of starting his own practice. Dustin is currently engaged to his fiancé Angelica who is also an entrepreneur. As she owns her own dental practice here in Edmonton working as a General Dentist.
His experience in having worked with a wide range of client’s financial situations is what sets him apart from other advisors.
Bobbi-Lynne is a CFP professional with a focus on providing a holistic approach to financial planning. She helps individuals, families, and small business owners positively manage their financial resources to reach their full potential and realize their dreams. Bobbi-Lynne does this by providing financial guidance in six key areas:
She has a strong focus on financial planning, wealth building and preservation, tax planning, financial coaching and education. Her goal is to create a comprehensive financial plan to meet your individual needs. Your financial plan gives you a road map to take you from where you are to where you want to be. It enables confident action and decision making in all phases of life.