Jeremy Stephen is an Associate Portfolio Manager & Wealth Advisor with The Hillyard Stephen Group at RBC Dominion Securities in Victoria. He has had a long career at RBC consisting of various client facing investment roles throughout both the branch and wealth management channels.
Mr. Stephen is well known at the firm for his work with high net worth private clients but also spends a significant amount of his time advising institutional investors. These clients consist of trusts, endowments/foundations, for profit entities, and a number of government and government agency offices throughout the province of BC.
A strong advocate of education and life-long learning, Jeremy has successfully completed an honours undergraduate degree in Finance, has finished numerous industry licensing courses, and holds both the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.
When you are ready to explore the benefits of full service wealth management with Jeremy and his team, please feel free to contact him for a complimentary, confidential consultation. He'd love to meet you.