Stephanie joined RBC Dominion Securities in 1999 working for individuals and families across Canada and the U.S., private corporations, and philanthropists, delivering personalized strategies to grow, protect, and transfer wealth across generations.
With professional designations in discretionary portfolio management, financial planning, life insurance and options licensing, she delivers a full-spectrum wealth strategy. From investment advisory to corporate and family wealth transfer planning, Stephanie ensures her clients' evolving financial and life goals are always prioritized.
Her commitment to trusted, long-term partnerships goes beyond numbers. She takes the time to truly understand their unique aspirations, offering personalized guidance at every stage of life. Many of her clients have worked with her for years, even decades, and most have come through referrals.
Financial literacy and preparedness in many families still needs work and Stephanie passes on her wisdom as a regular contributor with specials in the Financial Post as she believes educating through storytelling can be less intimidating for many families to start this very important conversation.
Beyond finance, Stephanie is passionate about travel, culture, and giving back. She has been actively volunteering her time, expertise, and connections to meaningful causes since her teenage years.
If you’re looking for a dedicated advisor who will be by your side for the long term, Stephanie is available for a confidential consultation.
Contact her today to see how she can help you and your loved ones achieve financial success—now and for generations to come.
