Shane M. Wagstaff     BComm CPA CFP

Shane M. Wagstaff BComm CPA CFP

Founding Partner

Contact

(403) 877-8935

Education

Bachelor of Commerce (BComm), University of Alberta (2014)

Chartered Professional Accountant (CPA), CPAWSB (2016)

Certified Financial Planner (CFP), FP Canada (2017)

Community Involvement

Board Member of FarmHouse Alumni Association

Board Member of Three Hills Thrashers Jr B Hockey Club

Member of Royal Canadian Legion

Member of Red Deer Kinsmen Club

Shane founded Horizon CPA in 2017 and currently operates the Red Deer and Trochu locations in addition to servicing clients across Western Canada. Tax and financial planning interests inspired Shane to become a dual designated professional (Chartered Professional Accountant/Certified Financial Planner) and focus on a holistic approach to financial advisory. Although Shane has a wide range of professional experience, his core clientele consists of farmers, ranchers, oilfield contractors, investment holding companies and other small to mid-sized business clients. Shane also has a keen interest in personal financial planning and retirement planning for families and individuals especially where land, investments or businesses are key components of estate planning and optimization.

Shane was born and raised on a family farm near Elnora, Alberta and attended Trochu Valley School. Upon graduation, he attended the University of Alberta where he obtained his Bachelor of Commerce Degree (Accounting Major & Finance Minor) and graduated with Distinction.

After gaining the relevant credentials and experience through work experience in Edmonton and Red Deer, Shane took a leap of faith and Horizon CPA was born. With a refreshing focus on tax, technology and financial planning, the business quickly grew almost entirely on client referrals to where it is now. Shane has also ventured into a number of additional businesses including the management and part-ownership of Balkwill Pharmacy Ltd with his brother Brandon and the launch of his independent investment management practice Wagstaff Wealth Management through Belay Wealth Inc.

Shane has also continued to be actively involved on the family farm and has remained active with a number of volunteer organizations. He most notably sits on the Board of Directors for the FarmHouse Alumni Association and the Three Hills Thrashers Jr B Hockey Club. Shane is also a member of the Royal Canadian Legion and Red Deer Kinsmen Club.

Shane lives in Penhold and is an avid hockey player, loves to play the guitar and has a keen interest in global financial markets and entrepreneurship.

Life License Qualification Program (LLQP), AIC (2021)