“With our unique family and corporate structure, what we lacked were the skills to navigate the labyrinth of investment, tax, and estate decisions confronting us. Enter Stephanie, who has been our constant guide.”
Over a decade ago my brother, sister-in-law and I, like my parents before us, had two simple goals. Having just graduated from the 9 to 5 world without pensions, we each wanted a comfortable and consistent monthly income. We also wanted to leave a financial legacy for the next generation. With our unique family and corporate structure, what we lacked were the skills to navigate the labyrinth of investment, tax, and estate decisions confronting us. Enter Stephanie, who has been our constant guide. She works to ensure that our spending needs and wants are met, funds are set aside for future unknowns, and our estate will be passed on in a tax efficient manner.
Stephanie, our family will be forever grateful to you for taking on our burden. We thank you for your enduring professionalism, patience, and kindness.
"My late husband would be smiling ear to ear if he knew how well Stephanie has taken care of me and all my financial and income needs."
I was at a loss when my husband got sick and I couldn’t leave the house. Luckily through my daughter, I was introduced to Stephanie and she was so kind to come to our home to help organize and manage our finances. After my husband’s passing, she helped me update all my beneficiaries and estate documents so my daughters would not have to worry. I am in such a great situation now and it’s all Thanks to Stephanie. I have been a long time bank client of RBC and never received such great service and advice until I met Stephanie. I can always count on her to look after my best interest and help with my retirement income. Without her guidance, I would have spent all the money and have nothing. My late husband would be smiling ear to ear if he knew how well Stephanie has taken care me and all my financial and income needs. With her help, tax time is now a breeze.
I can’t say enough about Stephanie and wouldn’t hesitate to recommend her.
"We are thankful to have someone of her financial caliber and expertise, along with her understanding of our extended family dynamics."
For nearly two decades, Stephanie has provided us with financial security so that we could carry on the lifestyle we wanted. She has looked after our personal and corporate accounts while providing clarity in terms of what we could spend prior to retirement. Now that we are retired, her advice has afforded us a burden-free financial plan while fulfilling our wishes to maintain our lifestyle and ensure the future of our estate.
Stephanie understands our financial needs and how these translate to the needs of our extended family. She works to achieve our expectations and, on many occasions, has provided various scenarios on how our goals can be met. During our association with Stephanie, she has surpassed our expectations.
Over the years, Stephanie has dazzled us with her service. We are thankful to have someone of her financial caliber and expertise, along with her understanding of our extended family dynamics. Words cannot fully express our gratitude for having a financial advisor such as Stephanie.
Stephanie is a warm and friendly professional who not only works for you but works with you.
K & S