Bryan Stephens joined RBC Phillips, Hager & North Investment Counsel with extensive experience in investment management and financial planning. As an Investment Counsellor, Bryan provides comprehensive discretionary investment management for high net worth individuals, estate and trust clients, and charitable foundations.
Bryan works with a small number of clients in order to get a solid understanding of their needs and goals, translating each client’s objectives into customized, well-executed investment strategies. These strategies are continually reviewed to reflect changes in client circumstances and to maintain the appropriate balance between income needs, growth and preservation of assets. With significant experience in Financial Planning, Bryan believes that helping clients develop financial and estate plans can help them meet their objectives more effectively.
Bryan’s Wealth Management experience covers over 28 years, the last 24 with RBC. He is a CFA Charterholder and is a member of the Toronto Society of Financial Analysts. Bryan has an MBA in Finance from the Schulich School of Business. Bryan is also a Certified Financial Planner and Trust and Estate Practitioner.
