Years of providing tax advice to clients as a Chartered Professional Accountant (CPA) led Shane to realize there was a substantial disconnect between prudent financial planning, tax strategy and investment management in the financial industry.
This initially drove him to pursue a second designation as a Certified Financial Planner (CFP) and eventually pushed him to found Wagstaff Wealth Management (WWM).
Shane commonly refers to WWM's style of advisory as "holistic financial planning" which removes the industry disconnect and brings together professional tax strategy, financial planning and investment management.
This competitive advantage and new approach has led to rapid growth in WWM's clientele as a premier, progressive and planning focused advisory practice.
Blaine J. Gendre | BComm CPA CFP
Blaine joined Wagstaff Wealth Management in 2020 and has a strong focus on tax and financial planning for clients and their businesses.
His wide skillset stems from his experience as a Chartered Professional Accountant working in sectors such as energy, mining and technology.
Early in his tenure with the firm, Blaine also went on to complete his Certified Financial Planner designation to add to his repertoire.
Paul M. Heroux | BComm MBA
Paul joined Wagstaff Wealth Management in 2020 and brings a wealth of knowledge with his diverse educational and professional background.
He was instrumental in helping grow Communications Group from a small family business to one of Canada's largest 2-Way Radio dealers during his 26 year tenure up to the sale of the company in 2018.
On top of his BComm from the University of Alberta and his MBA from Royal Roads University, Paul is currently pursuing his CFP designation to further his skillset in finance and financial planning.