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Dupuis & Associates Celebrates 20 Years of Guiding Financial Success in St. Albert

This year, the firm marks a significant milestone—20 years of delivering personalised financial planning, innovative wealth strategies, and unwavering commitment to the St. Albert community.

Led by Shawn Dupuis, CFP, RRC, CEA, Senior Financial Consultant and founder, and his dedicated team, Dupuis & Associates has become synonymous with comprehensive financial planning tailored to the unique needs of business owners, retirees, and families in St. Albert and beyond.

For two decades, Dupuis & Associates Private Wealth Management has been a trusted partner for Canadians seeking clarity and confidence in their financial futures. This year, the firm marks a significant milestone—20 years of delivering personalised financial planning, innovative wealth strategies, and unwavering commitment to the St. Albert community.

From the outset, Dupuis & Associates set out to be more than just financial advisors. “I’m passionate about simplifying the complexities of finances and ensuring my clients feel empowered to achieve their goals,” says Shawn. His passion for breaking down complex strategies into actionable plans has become a hallmark of the firm’s approach.

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Through tailored solutions such as retirement planning, tax-efficient strategies, and legacy planning, the team takes a holistic view of wealth management. Whether it’s helping a business owner develop a succession plan or guiding a family through intergenerational wealth transfer, Dupuis & Associates meets clients where they are and grows with them.

Strategic financial planning creates significant results over time, from helping families secure their children’s education to guiding business owners toward a seamless retirement. Through disciplined planning, clients can see their efforts materialize in meaningful ways, such as accessing education funds they were advised to create years earlier.

Shawn states, “I can’t tell you how satisfying it is at this point in my career to have clients call me to access education funds for their 18-year old children. I can remember sitting with the parents long ago and recommending that they start this savings plan, and here it is to now use!”

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Effective tax planning goes beyond compliance with the CRA – it employs proactive strategies to reduce tax burdens and retain more of what individuals have worked hard to earn. This forward-thinking approach ensures accountants have the flexibility to maximize clients' outcomes.

Shawn says that, “The largest measurable impact would be the amount of taxes I’ve helped my clients save over the years. It’s not enough to just comply with the CRA, you have to employ sometimes complicated strategies if you don’t want to overpay taxes. Accountants are great for what you did last year, but a planner sets-up the following year(s) so that your accountant has more options.”

Additionally, support provided to executors of estates alleviates the burden during challenging times by streamlining processes, offering guidance, and preventing significant tax implications that could unfairly benefit the CRA.

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“Being an executor of an estate is an enormous responsibility for some, and I’ve been able to be very helpful with beneficiaries navigating through the estate process, planning for their own estate some day, and ensuring that the person who passed away didn’t inadvertently leave the CRA as their largest beneficiary,” he adds.

With 20 years now behind him, he feels like he’s just getting started. “At only 48 years old, I feel like I’m at the halfway point of my career,” he says with a smile. “I can’t wait to see what the next decades bring, both for my clients and for Dupuis & Associates.”

Dupuis & Associates stands on a foundation of service expertise. Their team-based approach blends local experience with leading national resources, ensuring clients benefit from their extensive knowledge base. Whether you’re an executive managing a demanding career, a retiree seeking to optimize wealth, or a business owner preparing for succession, Dupuis & Associates offers trusted guidance at every step.

As he reflects on the past while looking to the future, Dupuis expressed gratitude to his executive assistant Kathy Hodgson, associate Felicity Mukarakate, as well as the rest of his team. With a proven track record of helping high-net-worth clients achieve financial clarity and peace of mind, they are all committed to continuing their legacy of excellence. Learn more online at www.dupuispwm.com and Facebook.



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