Meet Sterling Rempel

Associate Portfolio Manager, CIM (and vintage car buff)

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sterling rempel

Sterling Rempel, Associate Portfolio Manager, CIM® CFP® CLU TEP MFA-P®

Sterling is a 30+ year veteran in the financial services industry. He founded Future Values Estate & Financial Planning, an independent financial planning firm in 1999.

Sterling Rempel is a Certified Financial Planner® and holds the distinction “FP Canada Fellow™.” That is 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 a Chartered Investment Manager® , registered as an Investment Representative and Associate Portfolio Manager through Future Values Wealth Management of Aligned Capital Partners Inc. (ACPI). Aligned Capital Partners Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF). 

He 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.

A 30+ year veteran in the financial services industry, Sterling founded Future Values Estate & Financial Planning in 1999. He began his career in 1985 and worked with two national insurance firms in management roles.

Sterling enjoys outdoor activities: 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 adult children, and recently welcomed a third 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
  • CIM – Chartered Investment Manager
  • CLU – Chartered Life Underwriter
  • TEP – Trust and Estate Practitioner
  • MFA-P – Master Financial Advisor, Philanthropy
  • 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 memberships:
  • Advocis, The Financial Advisors Association of Canada
  • Canadian Initiative for Elder Planning Studies
  • Canadian Institute of Financial Planners
  • Conference for Advanced Life Underwriting
  • Estate Planning Council, Calgary
  • FP Canada
  • Responsible Investment Association
  • Society of Trust & Estate Practitioners