About Us
At Brunelle Financial Planning Group Ltd., we see ourselves as more than financial advisors – we are partners in your financial journey, dedicated to helping you achieve security and success.
Our approach is built on a foundation of trust, integrity, and personalized service. Every decision we make is guided by our commitment to your financial well-being. With a focus on excellence, we strive to build lasting relationships that ensure you feel valued and supported throughout every step of the process.
For over 30 years, we have focused on meeting the unique financial needs of families, farmers, and business owners. Our experienced team, led by Mark Brunelle, combines deep industry knowledge with a personalized touch, allowing us to deliver tailored solutions that help our clients grow their wealth and safeguard their futures. At Brunelle Financial, we treat your financial success as a shared goal and are proud to work with you to achieve it.
Trusted Guidance, Every Step of the Way
At Brunelle Financial Planning Group Ltd., we pride ourselves on offering reliable advice and exceptional service. We understand that navigating the financial world can be overwhelming, which is why we are here to guide you with expert knowledge and a personalized approach. Let us help you make informed decisions for a prosperous future.
Mark Brunelle
CFP, CLU, CHS
Founder | Certified Financial Planner
Mark Brunelle represents four generations of life insurance professionals, having joined the family business at age 23. With over 30 years of experience in financial planning, Mark specializes in helping clients manage life, health, and wealth risks. He holds certifications as a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Certified Health Insurance Specialist (CHS), providing comprehensive financial solutions tailored to his clients’ needs.
A 23-year Life and Qualifying Member of the Million Dollar Round Table (MDRT) with four years at the Court of the Table, Mark is recognized for his excellence and dedication to the industry. In 2023, he was awarded The Best Financial Planner in St Albert.
Mark is also a Patron Level donor with the MDRT Foundation’s Inner Circle Society and actively supports Parkinson’s Alberta. Outside of work, Mark enjoys spending time with his family and visiting Disneyland with his wife, Tracy, and their five children. Mark’s commitment to his clients and community reflects his passion for providing trusted, personalized financial guidance.
Sheldon Jans
B.Sc
Financial Advisor
Sheldon Jans graduated with a Bachelor of Science from the University of Alberta and transitioned into real estate appraisal. He further broadened his expertise working alongside his father-in-law, Mark Brunelle, as a financial advisor.
With a strong background in insurance and investment, Sheldon has successfully assisted numerous Albertans in achieving their financial goals. He remains dedicated to supporting more families and expanding his impact in the future.
Our Credentials
Our Mission
At Brunelle Financial Planning Group Ltd., our mission is to empower individuals, families, business owners, and farmers to achieve financial security and peace of mind. We are committed to providing personalized, comprehensive financial solutions rooted in trust, integrity, and over 30 years of experience. Through long-lasting relationships and a client-centered approach, we guide our clients toward their financial goals, ensuring their wealth is protected and their legacy endures for generations to come.