Shane Wagstaff BComm CPA CFP

Founding Partner

Shane is the founding partner of Horizon CPA and currently operates the Red Deer and Trochu locations. 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, holding companies and other small to mid sized business clients. Shane also has a keen interest in optimal personal financial planning, retirement planning and succession planning for families.

Shane was born and raised on a family farm near Elnora and attended Trochu Valley School. Upon graduation, he went directly to 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 multiple firms in Edmonton and Red Deer, Shane launched his own practice. With a refreshing focus on tax, technology and financial planning, Horizon CPA was born. Shane has also ventured into a number of additional businesses including the management and part-ownership of Balkwill Pharmacy Ltd and the launch of his investment management practice Wagstaff Wealth Management.

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 Golden Key International Honor Society.

In his spare time, Shane is an avid hockey player, loves to play the guitar and has a keen interest in world financial markets.

Shane Wagstaff     BComm CPA CFP

Contact

(403) 877-8935

Education

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

Chartered Professional Accountant (CPA) CPAWSB (2017)

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 Golden Key International Honor Society