Sterling Rempel, CFP® CIM® CLU TEP MFA-P

Captain
DISC Type : SD

Certified Financial Planner, Founder & Company President at Future Values Estate & Financial Planning

Calgary, Alberta, Canada

Overview

Sterling Rempel is the founder of Future Values Estate & Financial Planning, with over 30 years of experience. He specializes in values-based wealth management for entrepreneurs, focusing on responsible investing and philanthropy. He holds an FP Canada Fellow™ distinction, an honor awarded to a select few professionals in Canada. People often describe him as knowledgeable, trustworthy, and sincere.

Outside of work, Sterling is an avid outdoorsman who enjoys sailing, scuba diving, and snowboarding. He is also a sports car enthusiast and, along with his wife, is restoring a vintage Airstream trailer. He is a husband, father to four adult children, and a grandfather.

He and his family have created two donor-advised legacy foundations to support causes they care about.

Personality Overview

Decisive But Calm

Consummate Professional

Long-Term Thinker

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Responsible Investing
Has a special interest in responsible investments and holds certifications in this area. Was a finalist for an award in Excellence in Responsible Investing.
Charitable Philanthropy
Holds a Master Financial Advisor - Philanthropy (MFA-P) designation and helps clients align their finances with causes they support. He has also established personal foundations.
Entrepreneurial Finance
Specializes in guiding small business owners and self-employed professionals through wealth creation, protection, and transfer, drawing from his own experience as an entrepreneur.

Media Appearances

Sterling has no verified media appearances

Work History

7-1999
Certified Financial Planner, Founder & Company President at Future Values Estate & Financial Planning
7-2018
Investment Advisor, Associate Portfolio Manager - Future Values Wealth Management of ACPI at Aligned Capital Partners Inc.
Regional Life Insurance Manager at The Great-West Life Assurance Company
Sales Manager at The Great-West Life Assurance Company
Director, Brokerage Sales at The Paul Revere Insurance Company

Education

1981 - 1985
B.Comm (Hons) from University of Saskatchewan
1978 - 1980
Education details unavailable from Rosthern Junior College

More Information

Social Presence :

Prographics :

Exp : 26 Location : Calgary, Alberta, Canada Job Level : Leadership Designation : Certified Financial Planner, Founder & Company President at Future Values Estate & Financial Planning
URL has been copied!

Insights For Selling To Sterling

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Let them know of potential risks but suggest mitigation methods alongside
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't take their patience for granted, avoid long-winding sermons
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sterling is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Sterling

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Sterling move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Sterling take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Sterling

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.