Dubert Rocuant is the owner of RJ Mountain Wealth and a seasoned financial planner with a specialized focus on family business planning. He works closely with business owners and farm families to navigate the complexities of succession planning, estate structuring, family legacy strategies, and retirement planning. His mission is to help clients transition wealth and values across generations with clarity and confidence.Dubert has earned several industry-recognized designations, including the Certified Financial Planner (CFP) designation from FP Canada (2015), the Elder Planning Counselor designation from the Canadian Initiative for Elder Planning Studies (2016), the Canadian Investment Funds Course from the Investment Funds Institute of Canada and supported by a Business Administration diploma in Financial Services.2025 has been especially fulfilling for Dubert both personally and professionally. He qualified for the prestigious PPI’s Elite Advisory, a distinction recognizing top financial professionals. He also had the privilege of speaking at a national leadership conference, where he shared insights on building and managing a successful team-based advisory practice. In addition, Dubert is currently studying for his FEA, a cause to his heart.Outside of work, Dubert enjoys quality time with his family on their acreage. Whether it’s hiking, biking, or relaxing by the fire, he values the peace and perspective that comes from being outdoors and unplugged.Dubert’s guiding philosophy is: Your Wealth. Your Story. Our Purpose. He believes that wealth is more than just money - it’s a reflection of your values, dreams, and legacy. His goal is to help clients craft a financial story that brings peace of mind today and meaning for generations to come.Throughout his career, Dubert has held roles at IG Wealth Management, Assante Wealth Management, and ATB Financial, where he built his reputation for client-centered service. Since joining Optimize Wealth Management, he has elevated his practice through the firm’s unique platform and support, allowing him to deliver truly personalized advice with a family office feel.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At RJ Mountain Wealth, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.
Book a meetingMeet the team
Dubert Rocuant, EPC, CFP®
Wealth Planner
Linda Justinen,
Client Service Manager
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Megan Oja,
Associate Wealth Planner
Kelsey Hollen,
Office Administrator
Billi Huseby,
Client Coordinator
Kendal Justinen,
Senior Relationship Manager
Robert Lund,
Jr Associate Wealth Planner
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Dubert Rocuant, EPC, CFP®
Wealth Planner
ABOUT
Linda Justinen,
Client Service Manager
ABOUT
Since 1998, when Justinen Financial Services Inc. was founded, Linda has been actively involved in the business alongside Kendal. While raising a young family, she initially took on the role of Bookkeeper, while also helping to manage various day-to-day operations.As their children grew older, Linda expanded her contributions by taking on additional administrative and processing responsibilities. While still working as a substitute teacher, her interest in the business deepened. Over time, she became more engaged, dedicating more time to the office to train staff, organize operations, and assist with strategic planning.In 2020, Linda transitioned to a full-time role, leaving her teaching career behind to fully immerse herself in supporting the evolving needs of the business. Her flexibility and dedication have allowed her to adapt to changes in staffing and business demands, providing invaluable support wherever it has been needed.Linda’s true passion lies in helping young families set and achieve their financial goals. She finds great joy in watching them work toward these milestones and feels privileged to witness so many families transform their youthful dreams into successful retirement realities.
Megan Oja,
Associate Wealth Planner
ABOUT
Megan was born and raised in Rocky Mountain House and joined our team in 2017 as a Client Service Administrator. With 13 years of experience in client services, she thrives on connecting with people and helping them resolve any challenges they face.After welcoming her daughter in 2020, Megan transitioned to a part-time role to spend more time with her family. She continues to play a vital role, specializing in the processing and administration of investments and insurance.When she’s not in the office, Megan enjoys tending to her garden and spending time outdoors on her family’s farm.
Kelsey Hollen,
Office Administrator
ABOUT
As a new addition to the team, Kelsey brings many years of administrative support and customer service experience. She’s looking forward to showing her passion and aptitude for organization and administrative support. Kelsey is particularly eager to grow both professionally & personally by getting to know the clients and community members who work together with RJ Mountain Wealth.Kelsey was born and raised in Rocky Mountain House but relocated to Red Deer in 2012 to complete a Visual Arts Diploma at Red Deer College, majoring in Ceramics. She returned to Rocky in 2017 to be closer to her family. Although Kelsey is now pursuing an administrative career, she maintains a membership with the local pottery guild to continue her ceramic art passions.Kelsey also enjoys spending time baking, nurturing her growing collection of houseplants, and hiking in nature. These personal passions reflect her creativity, patience, and appreciation for growth—qualities that naturally extend into her professional life as well.
Billi Huseby,
Client Coordinator
ABOUT
Billi Jean was born and raised in Caroline Alberta, playing multiple sports throughout her high school career. After graduating she explored various opportunities as an Educational Assistant, an Emergency Responder and a Resident Services Manager at a seniors housing facility. She welcomed her daughter in 2020, but continued to work in these fields.At her current position with our team, Billi has a passion to foster relationships with our clients and grow with the team. She looks forward to furthering her education in finance. Billi Jean is thrilled to be a part of the team and looks forward to what the future holds for her here.On a personal note, being with her daughter is what brings the most joy to life, along with spending time with her husband and doing what they love together; camping, fishing, hunting, quadding and farming their chickens.
Kendal Justinen,
Senior Relationship Manager
ABOUT
Kendal Justinen has nearly 37 years of financial services experience. He started his career as an Insurance Advisor at Sun Life Financial. Moving to IQON Financial Inc., then CI Assante Wealth Management, he grew his skills in financial and investment planning.Kendal is now a Senior Relationship Manager at RJ Mountain Wealth, where he mentors and supports clients in collaboration with Dubert Rocuant and his expanding team.Outside of work, Kendal has a passion for exploring new foods, spending time with friends and family, and partaking in outdoor activities. He enjoys interacting with his clients at their family events too, and supports the Rocky Mountain House community by hosting barbecue fundraisers.
Robert Lund,
Jr Associate Wealth Planner
ABOUT
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
ABOUT
Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support.
Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies.
Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.
Team Values
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At RJ Mountain Wealth, authenticity is at the heart of what we do. We pride ourselves on being genuine and true to our word. Our clients can trust that every recommendation and decision reflects their best interests and aligns with their goals. By fostering honest relationships, we make sure every client feels heard, respected, and confident in their financial journey. Authenticity is not just a value — it’s how we build lasting partnerships.
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Family values shape RJ Mountain Wealth’s financial planning approach. We treat every client relationship with care, compassion, and dedication. We strive to understand what matters most to each client. Just as we prioritize our own families, we extend the same commitment to our clients’, creating financial strategies that protect and support their wealth for generations.
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At RJ Mountain Wealth, collaboration is key. Our team works together seamlessly, combining diverse expertise to deliver the best solutions for our clients. We believe working as a team allows us to tackle challenges, create dynamic strategies, and provide more comprehensive support. By fostering a culture of collaboration — with our team and our clients — we make sure everyone is aligned and working toward achieving meaningful, long-term financial success.
Timeline
Supporting our community
RJ Mountain Wealth proudly supports the inaugural Black Lung Ultra Marathon, an event designed to promote health and tourism within the community. Our contributions include financial support and culinary effort — cooking and serving smoked brisket chili for the marathon runners. Our involvement reflects our dedication to fostering wellness, community spirit, and local tourism.
Supporting community events is a priority for RJ Mountain Wealth, which we demonstrate through our participation in the Rocky Lion’s Club Demolition Derby. Our team serves over 2,500 burgers in support of this well-loved local event, contributing to the Lion’s Club’s efforts in strengthening the community and raising funds for vital initiatives.
RJ Mountain Wealth actively participates in Alberta Rural Health Week, serving healthier food options, alongside setting up activities that encourage a healthy lifestyle. In addition to promoting wellness, our efforts help to raise funds for the Rocky Mountain Hospital, reflecting our commitment to supporting local healthcare and fostering a healthier community.