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Ralph Brust
Ralph graduated in 1990 from the University of Alberta with a Bachelor in Physical Education. He obtained his Certified Financial Planning designation in 2000, his Chartered Life Underwriter designation in 1998 as well as various coaching certificates along the way.
He began his career as a financial advisor in 1990 and through the years, developed strong relationships with his client, helping them attain their investment goals. Ralph gained experience as a regional director at Great West Life managing the independent advisor channel in Western Canada.
In 2014, Navigate Wealth Management Inc. joined Navigate Financial Group Ltd. to offer additional services to their valued clients. Ralph’s devotion to long term ongoing portfolio management and client service displays the high level of commitment to his clients.
Outside of the office, Ralph enjoys spending his time curling, golfing and travelling.
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The investment industry and the many different aspects of personal finance has always interested me. Through extensive research and reading, I am always trying to find new ways of adding value for my clients. Many people get caught up in the endless noise of financial markets. By helping them define what’s most important – whether it be financial independence, family legacy or charitable giving – I can help clear their financial path.
I graduated from the University of Saskatchewan in 1996 with a Bachelor of Commerce. I subsequently earned my Chartered Financial Analyst (CFA) designation in 2005 and more recently the Trust and Estate Planning (TEP) designation in 2018. For over 15 years I was the Private Wealth Counsellor for Canada Life and had the opportunity to work with well-established advisors from across western Canada as a Private Wealth Counsellor working exclusively with high net-worth individuals. Together we developed investment strategies, portfolio construction and estate planning opportunities for a wide range of clientele. Recently I have made the decision to partner in my own financial practice with Navigate Wealth Services.
As a captain on a sports team I’ve learned the best way to lead is by example. Over the years of playing hockey and baseball have taught me the value of cooperation, dedication and loyalty born of working together. As for my personal life, I cherish time with my family, my wife Kasia, and our two teenage daughters Alex and Sarah.
Rob Gillings
Sharina Filion
Sharina partners with her clients to develop, implement, and manage their insurance and financial portfolios. Her years of experience and mentorship under senior advisors has provided her with effective strategies to protect young families all while being conscious of their financial situation.
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Sharina also has extensive knowledge in record maintenance, preparing applications and tracking financial transactions. She exemplifies professionalism and proper etiquette while using all forms of communication with both clients and peers.
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When Sharina is not at work, she enjoys spending time with her 3 children and coaching hockey as well as playing golf.
Aaron Brust
Aaron joined the team in April 2019 after graduating with a Business Degree from Mount Royal University. His attention to detail and dedication to client service provides the support required to best serve our clients.
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Over the years, Aaron has acquired invaluable experience and knowledge, earning both his life license (LLQP) and mutual funds license (IFC) along the way.
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Aaron utilizes industry leading tools and resources to access the newest and most competitively priced life and living benefit insurance products available. At Navigate Wealth Management, his primary goal is to assist our clients in achieving their financial aspirations.
Beyond the confines of the office, you'll often find him on the golf course, enjoying the great outdoors and honing his swing.
Dave Wylie
I have spent 40 plus years helping people meet their family needs in the event of Retirement or premature death or disability. By getting to meet and understand the uniqueness of each individual or family, I have been able to provide unique solutions combining selected products including Life Insurance, Income Replacement and Retirement Savings plans from a variety of suppliers. Each family or individual plan is tailored to their needs and ability to fund it. To me, building a strong personal commitment and relationship with each and all of my clients, has been the major factor in the success of my 41 year career.
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The industry has provided many education opportunities. In order to provide the quality of service my clients deserve, I have completed the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP) and Certified Senior Advisor (CSA) designations. 15 years of my career included training and mentoring new trainees in the industry.
My wife, Ruth has been a constant companion an supporter of my career. We celebrated our 55th wedding anniversary in 2020. The celebration was enjoyed by our two daughters, their husbands, three grandchildren and their spouses and one Great-Grandson.
I am a 37 year member of Rotary, having supported Rotary projects around the world. Through Rotary, we have supported youth education exchanges and International Fellowship visits as well as many fund raising efforts on behalf of rotary.
Stephanie Clarke
Stephanie joined Navigate in 2021 with a deep desire to apply her skills in the financial service industry.
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She strives to build a personal relationship with each client and ensures that our client requests are taken care of, offering superior, timely client support related to insurance and investment needs.
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Steph enjoys family time with her husband and 2 children, and is an avid golfer during the summer months.