Sterling Rempel, CFP®, CLU, CH.F.C., RHU

Home / Sterling Rempel, CFP®, CLU, CH.F.C., RHU

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Certified Financial Planner and Company President
Future Values Estate & Financial Planning

303, 638-11 Ave SW
Calgary, AB
T2R 0E2

Tel: 403.229.2123 | Fax: 866.509.6017
Email | Website | LinkedIn

Sterling Rempel, CFP, CLU, TEP, is the founder and principal advisor at Future Values Estate & Financial Planning.  He is a Certified Financial Planning professional. 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.  Most recently, he was invited to join the board of the Alberta Council for Environmental Education.

Sterling began his financial services career in 1985 and worked with two national insurance firms in various management roles. He founded Future Values in 1999 and has accumulated a broad range of experience and knowledge. He was awarded the distinction, “Fellow of FPSC” in 2012 for his service to the financial planning profession.

Sterling enjoys outdoor activities beginning with the letter ‘S’: sailing, scuba diving, snowboarding and sports cars. He and his wife are proud parents of four children, ranging from early teenagers to young adults.

Sterling has attained the following educational qualifications and designations:

Education

  • B.Comm. (Hons) – Bachelor of Commerce degree, Honours Finance,  Marketing
  • CSC (Hons)– Canadian Securities Course, Honours

Professional designations held

  • CFP– Certified Financial Planner
  • CLU– Chartered Life Underwriter
  • TEP– Trust and Estate Practitioner
  • CH.F.C. – Chartered Financial Consultant
  • EPC– Elder Planning Counselor
  • RHU– Registered Health Underwriter
  • FLMI –  Fellow, Life Management Institute, with Distinction
  • HIA– Health Insurance Associate
  • Fellow of FPSC™

Professional associations 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


Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

Mackenzie Investments
HSBC
HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Evolve Funds
SAGE Connected Investing
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group
CoPower