Stephanie Dean, Financial Planning Specialist


Stephanie has extensive knowledge and experience in financial planning. She has obtained the Fellow of the Canadian Securities Institute (FCSI) and Financial Management Advisor (FMA) designations from the Canadian Securities Institute, as well asthe Certified Financial Planner (CFP) designation through the Financial Planning Standards Council. Stephanie has also completed the Canadian Insurance Course and the Branch Compliance Officer'sCourse to complement her expertise.

An advocate of advanced education, Stephanie has volunteered with the Financial Planning Standards Council to develop the most recent Financial Planning Examination Level 2 for the CFP certification program.