Stefan has completed both his Bachelor of Business Administration – Finance and Master of Business Administration at Wilfrid Laurier University. From a young age Stefan developed a passion for financial management and investing with the goal of a career in finance. Stefan started his career at RBC in 2018, working in the Personal Banking branch network. In 2023, Stefan transitioned over to RBC Dominion Securities to continue his journey in wealth management.
Stefan became a licensed investment representative with IIROC in 2023. He has also completed his Designated Financial Services Advisor designation from the Canadian Securities Institute. A dedicated learner, Stefan is currently working to obtain his Personal Financial Planning (PFP) Designation.
Stefan and Pam work closely together to make sure that operations run smoothly in the background through day-to-day operations and liaising with clients.
In his free time Stefan enjoys kayaking, going for walks in nature, cooking new dishes and travelling.
