Our Team
Dustin Barrow, CFP®
Dustin Barrow is a Certified Financial Planner® and has been a licenced Financial Advisor since 2011.
Dustin has always said that the best part of being a Financial Planner is “sharing the knowledge” during face to face meetings. Being able to make a meaningful, positive impact for clients and giving them the clarity necessary for comfort throughout their retirement, is what makes it all worth while.
Known for being trustworthy, honest and reliable; Dustin is a true professional. He specializes in Retirement Planning, Investment Management, Tax and Estate Planning and also Insurance and Risk management.
Working closely with clients, Dustin creates financial strategies designed to help them meet their particular financial needs. With a goals based approach, he will help you determine what is necessary to hit your goals and will be there to walk you through pre-retirement, post-retirement and inevitably help pass your estate on to your beneficiaries.
Dustin lives in St. Albert, AB with his wife and 2 daughters, as well as their 2 Husky dogs.
Nadine Maki
Executive Assistant
Nadine has been an administrative assistant and investment processor for over 8 years. She is the back bone of our practice and provides the organization necessary to keep our Advisors efficient and organized. Working in both the Accounting and Financial Planning industries, Nadine has amassed vast industry knowledge and continues to incorporate new and effective methods of practice management.
Nadine lives in St. Albert, AB with her husband and 2 children.
Moorea Barrow
Office Manager and Administrator
Moorea manages our events, marketing, online presence and client satisfaction protocols. She has been working as our office manager and administrator since 2017 and has a background in real estate and luxury home building.
Moorea and Dustin have lived in St. Albert almost all of their lives and they have two wonderful daughters.