Stefano uses his expertise in financial planning by offering a holistic view of your changing wealth management needs. He takes the time to understand your financial goals and concerns and creates a financial plan that will help you achieve the lifestyle you envision. He also collaborates with your professional advisors as well as RBC's in-house experts to ensure that you receive financial advice that is unique to your needs. He is an accredited Personal Financial Planner (PFP) and holds a Bachelors degree from Carleton University. His career in financial planning began in 1991 with RBC. Since then, he transitioned to RBC Wealth Management in 2013 and has worked closely with families to help them achieve their financial goals and aspirations.
Stefano an avid golfer, traveler and enjoys good Italian food and wine and being in the company of family and friends. He and his wife Josee raised their two children in Ottawa with Olivia, an inspired Marine Biologist at Dalhousie University and Jonas, a passionate high school athlete playing football and hockey.