Hunt Group Private Wealth

Your financial wellbeing is our number one priority. Our team provides financial clarity, expertise and guidance for all aspects of wealth management. This is to help you manage risk and protect your assets. We offer a truly personalized approach, with detailed financial tracking and direct access to your advisor. We will protect your wealth, so you can realize your life’s goals.

Meet the Team

Financial Planner Grande Prairie

Dean Hunt, CFP®, EPC, RRC

Senior Financial Consultant
Investors Group Financial Services Inc.
I.G. Insurance Services Inc.

CFP®, EPC, RRC

Dean is a highly trusted wealth management professional with Investors Group. A Division Director from 1995 to 2007, he was awarded with three T.O. Peterson Builder Awards for Overall Excellence in that role*. He has been with Investors Group since 1993, and has been working with many clients since then. Dean provides strong financial guidance and stewardship to high net-worth clients in Alberta.

Dean’s commitment to working with high net-worth families resulted in his placement within the Private Wealth Management group at Investors Group. It was first intr...

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CFP®, EPC, RRC

Dean is a highly trusted wealth management professional with Investors Group. A Division Director from 1995 to 2007, he was awarded with three T.O. Peterson Builder Awards for Overall Excellence in that role*. He has been with Investors Group since 1993, and has been working with many clients since then. Dean provides strong financial guidance and stewardship to high net-worth clients in Alberta.

Dean’s commitment to working with high net-worth families resulted in his placement within the Private Wealth Management group at Investors Group. It was first introduced in March 2014, and Dean was one of the initial 80 Consultants in Canada to be recognized this way.

With Certified Financial Planner (2003), Elder Planning Council (2016) designations, Dean has expertise in following areas:

  • Retirement and estate planning
  • Business planning and succession
  • Insurance and risk management
  • Multi-generational wealth planning

With his entrepreneurial background, Dean understands and carefully monitors all aspects of clients’ financial wealth. He works well with those individuals who seek guidance and professional management, often dealing with their own accountants and lawyers to optimize family and business wealth.

In the community, Dean was elected by his peers to sit on the Alberta Insurance Council – Life Council (2010-2013), which oversees all licensed life insurance agents in Alberta. He has been serving on the Board of Directors for the United Way Alberta Northwest since 2013.

*Based on performance, recruiting, coaching and mentoring of Investors Group Consultants by a Division Director.

Estate Planning Grande Prairie

Nicole Markin, CFP®, EPC, RRC

Associate Consultant

CFP ®, EPC, RRC

Nicole has been involved in the financial industry for more than a decade, starting with front-end banking. She joined Dean’s team, first as Assistant in 2008 and then as Associate Consultant in 2013, after building her knowledge through studying business and earning her CFP® and EPC designations.

Easy to relate to and well informed, Nicole helps make finances easy for clients to understand by explaining things from their perspective. She also keeps them organized and accountable, helping them set and keep clear objectives and proactively following up on th...

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CFP ®, EPC, RRC

Nicole has been involved in the financial industry for more than a decade, starting with front-end banking. She joined Dean’s team, first as Assistant in 2008 and then as Associate Consultant in 2013, after building her knowledge through studying business and earning her CFP® and EPC designations.

Easy to relate to and well informed, Nicole helps make finances easy for clients to understand by explaining things from their perspective. She also keeps them organized and accountable, helping them set and keep clear objectives and proactively following up on their goals and account information. Clients can call about any kind of financial advice from building a financial plan for their business  to mortgage planning. Nicole works mostly with business professionals and has a special interest in working with professional women focused on business growth.

Nicole gives her time to the Canadian Cancer Society, Big Brothers & Big Sisters and the Alzheimer’s Society. She and her husband have 2 Miniature Pinscher-Chihuahuas. In her spare time, she enjoys yoga, hiking, cooking and baking.

Financial Advisor Grande Prairie

Kenneth (Ken) S O’Shea, CFP, RRC, EPC

Associate

Ken began his career with Investors Group in November of 1996.

Ken is known by his clients to be dedicated to empowering them to set and achieve
personal & financial goals. He often refers to himself when dealing with them as “Uncle
Kenny”.

Investors Group has recognized Ken as a sales leader, bestowing upon him their
President’s Club and Chairman’s Club awards a combined total of four times.

During his many years in Grande Prairie, he has been dedicated to his community and
has received multiple recognitions for his actions a...

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Ken began his career with Investors Group in November of 1996.

Ken is known by his clients to be dedicated to empowering them to set and achieve
personal & financial goals. He often refers to himself when dealing with them as “Uncle
Kenny”.

Investors Group has recognized Ken as a sales leader, bestowing upon him their
President’s Club and Chairman’s Club awards a combined total of four times.

During his many years in Grande Prairie, he has been dedicated to his community and
has received multiple recognitions for his actions and leadership.

He has sat on numerous Grande Prairie Boards and is a current member of the Swan
City Rotary Club.

In October of 2018 Ken moved up to IG Private Wealth Management and became an
Associate to Hunt Group.

Ken’s dedication to his career is evident, as he has earned and maintains several
designations with ongoing education credits requirements.

Business Insurance Grande Prairie

Jessie Buchanan

Administrative Assistant

Jessie joined Investors Group in 2010 and came to work with our team in 2013. She plays an integral support role for both team members and clients. The point person for all clients, Jessie is well liked by everyone, quick at returning calls, answering questions and setting up appointments. In the community, she volunteers with organizations that provide assistance to the homeless.

Financial Planner Grande Prairie

Ashish Utarid, PFP®, FCSI®

Wealth Planning Specialist

Joining the team in 2013, Ashish provides advisory services to Investors Group offices in Edmonton, St. Albert, Grande Prairie, Northwest Territories and Yukon.

Ashish entered the financial services industry in 2004 earning his Personal Financial Planning and Fellow of the Canadian Securities Institute designations. The FCSI® is awarded to leaders who set and exceed the standards for professional integrity and excellence.

Ashish’s responsibilities are Portfolio Analysis with individual securities research and recommendations for existing and prospective clients. ...

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Joining the team in 2013, Ashish provides advisory services to Investors Group offices in Edmonton, St. Albert, Grande Prairie, Northwest Territories and Yukon.

Ashish entered the financial services industry in 2004 earning his Personal Financial Planning and Fellow of the Canadian Securities Institute designations. The FCSI® is awarded to leaders who set and exceed the standards for professional integrity and excellence.

Ashish’s responsibilities are Portfolio Analysis with individual securities research and recommendations for existing and prospective clients. Ashish provides support to clients through in-person advice and written commentary on stocks, bonds, ETFs, and complex investment strategies.

  1. Overview

    We'll talk about your lifestyle, goals, plans, investments and finances. This helps us learn best how to meet your needs.

  2. Insight

    Next, we'll use our detailed data collection tools to create an accurate picture of your current situation.

  3. Preparation

    We'll consult a team of experts, including any personal advisors you may have, for additional analysis.

  4. Presentation

    We will present you with your complete financial plan and explain how we can help you get from here to there.

  5. Implementation

    Once you agree to the approach, we'll take care of the paperwork and implement your plan.

  6. Review

    We monitor your plan regularly. If your situation changes, we'll be there with the advice you need to stay on course.

Approach

Think of us as your personal CFO. We can help you build, manage and protect your net worth. Anticipating and pro-actively taking care of financial concerns so you can focus on other priorities.

High net worth individuals and families have unique needs that require comprehensive financial planning. To meet these, we utilize a full suite of financial products and services: Tax-efficient investments.* Investment loans. Tax & estate planning. Insurance planning. Brokerage services (offered by Investors Group Securities Inc).* Managed asset investment programs.* Philanthropic planning.

* Preferred pricing available.