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About Us

Wesley Oulton, P.Eng

Advisor
Knowledge and Independent Financial Advice
Born and raised in Central Alberta, Wes established his financial planning and investment practice in 1994. He received his Financial Planning designation in 1996 to compliment his B Sc in Mechanical Engineering. Having raised and educated his family of four children, Wes can advise on the importance of planning and investing for your future.
Wes values a client’s trust above everything else and once a client makes a decision to work with him, he continually works hard to earn and maintain their trust. He strives to increase clients’ knowledge and understanding of the complex financial markets and help clients evolve a financial strategy to meet their life goals. His investment solutions are focused on statistically successful and experienced portfolio managers with proven track records.
Coupled with his independent perspective, dedication, and knowledge, Wes can make a difference to your financial well-being today and is prepared to take on the responsibility of helping you build your financial future.

Susen Oulton

Business Partner
Susen left a successful marketing career in the computer software industry to join her husband, Wes, to assist with the continued growth and success of their financial planning and investment practice in 1996. She has been licensed in the mutual fund industry since 1998.
She and her husband are committed to providing exceptional personal service to their clients and work hard to understand their client’s needs.