Wagstaff Wealth Management ("WWM") is a specialized wealth management practice focused on holistic financial planning, tax optimization, retirement planning and investment management. WWM maintains its compliance with Canadian securities regulations through its mutual fund dealer, Belay Wealth Inc based in Calgary, Alberta. The firm's mission is to provide independent financial advisory, products and services to clients with the highest degree of honesty and integrity.
Shane M. Wagstaff | BComm CPA CFP
Owner | Wealth Advisor | Financial Planner
Prior to founding Wagstaff Wealth Management, Shane attended the University of Alberta completing the Bachelor of Commerce program specializing in accounting and finance. He subsequently articled and completed the Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP) designations. Shane's entrepreneurial nature eventually lead him to then found his own tax and accounting practice, Horizon Chartered Professional Accountants and financial planning practice, Wagstaff Wealth Management.
Shane prides himself on offering a unique client experience by bringing the best of tax planning and financial planning together for a "holistic" approach rarely found in the industry. His unbiased advisory model ensures the client always comes first which is integral to our practice and our high standard of professionalism and integrity.
Shane is originally from a small family farm near Trochu, Alberta where his family still resides. He and his brother, Brandon also own and operate Balkwill Pharmacy attached to his Trochu satellite office.
Shane always welcomes the opportunity to work with new clients and is available by appointment weekly in the Trochu and Red Deer offices.
Paul M. Heroux | BComm MBA
Paul joined the Wagstaff Wealth Management team in 2020 and brings a wealth of knowledge with his diverse educational and professional background. His educational accolades include a Bachelor of Commerce from the University of Alberta and an Executive Management Masters of Business Administration (MBA) from Royal Roads University, specializing in Business Management and International Business respectively.
Paul was also instrumental in helping to grow their family business, Communications Group, from a small shop in Red Deer to one of Canada’s largest 2-Way Radio dealerships over his 26 year stead from its inception in 1992 right up to the sale of the company in 2018. Paul held numerous roles within the company over the years and towards the end of his tenure, managed the organizations systems solution division focusing on project management, financial management and governance.
Paul has always had a passion for finance, investing and business which led him to pursue a role in the financial planning and investment management industry. His relentless drive coupled with a dedication to customer satisfaction is in perfect alignment with Wagstaff Wealth Management’s mandate to provide a high standard of professionalism and integrity. In his constant pursuit of life-long learning, Paul is also working towards his Certified Financial Planner (CFP) designation to add to his repertoire of education and experience.
Paul and his family are lifelong residents of Red Deer. Additionally, he is a co-owner of two local companies known as Peek-A-Boo Baby 3D Ultrasounds and Concord Properties Ltd.