Jeremy Stephen is a Portfolio Manager, Wealth Advisor, and one of the founding partners of the Hillyard Stephen Group at RBC Dominion Securities. He has spent the previous 15 years with RBC in a client facing investment, risk, and wealth management role.
As one of the principal members of the team, Jeremy's primary job is to provide ongoing, proactive investment and wealth management services to a select group of private and institutional clients from around the world. He has a very strong background in both equity and alternative investment management but is also one of only a select few portfolio managers within the firm to utilize options as a risk hedging and income generation tool.
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.
If you are interested in speaking with Jeremy about your asset and/or wealth management needs, he would be happy to arrange a discreet, complimentary call or face to face meeting.