Jeremy Stephen is a Portfolio Manager & Wealth Advisor with The Hillyard Stephen Group at RBC Dominion Securities in Victoria. His primary role on the team is to provide ongoing, proactive investment and wealth counsel to a select group of private and institutional clients. 

A strong advocate of education and life-long learning, Jeremy has successfully completed an honours undergraduate degree in Business Administration (Finance), has finished countless investment/insurance industry licensing courses, and holds both the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations in good standing.

When he is not in the office, Jeremy likes to give back to the community by volunteering his time at multiple local non-profit organizations. He has chaired the Workplace and Employee Volunteer Engagement (WEVE) Committee at Volunteer Victoria, previously sat on the Community Philanthropic Advisory Committee (CPAC) at the United Way of Greater Victoria, and has run numerous fundraising projects for the David Foster Foundation. He also regularly volunteers at Our Place by sponsoring and serving breakfast to Victoria's less fortunate.

Jeremy is married, has three children, and likes to travel, ski, and mountain bike when away from his business and clients.

 

 

 

Jeremy Stephen, BBA (Finance), CFP, CIM

Portfolio Manager & Wealth Advisor

250-356-3975 | Email me
250-356-3977 | LinkedIn
250-356-4880
1-888-773-4477