Stephen Dunn, CFP

Investment Advisor

705-759-7554 | Email me
705-297-1346
705-759-0699
1-800-465-4691

Steve is a Wealth Advisor in Sault Ste Marie. With over 30 years of Financial and Investing experience in the Financial Planning and Investment sector. Stephen is a Certified Financial Planner (CFP) and is also Life Insurance Licensed.

 Steve enjoys an active lifestyle which includes gardening, hiking, cycling and skiing. Socially Steve enjoys spending time with his family and his 3 grandchildren.

Extended team

 
Annett LeBeau, EPC Estate Planning Specialist

Annett employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Annett will partner with your other professional advisors in the development of appropriate solutions. Annett can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. She can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Annett has access to insurance solutions from the top-ranked insurance providers in Canada. Annett began her career in the insurance industry in 2000 and is an expert in her field. She has acquired the Elder Planning Counsellor (EPC) designation.

 
Ariel-Charles Guigui, B.Adm., LL.B., TEP Vice President and Will & Estate Consultant
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review. He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cit Collgiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager. Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.
 
Steven Mogdan, CA, CFP Financial Planning Specialist
Steven completed his Bachelor of Business Administration at York University in 1989 and subsequently completed the CICA In-Depth Tax course. He has also achieved the advanced designations of Chartered Accountant (CA) and Certified Financial Planner (CFP). During his time as a tax and financial practitioner with several professional service firms, Steven specialized in Canadian, U.S. and cross-border personal income taxation, and provided planning and preparation services to clients. He also has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC. As an experienced practitioner in financial matters, Steven has written or contributed to many research articles, industry publications, training materials and client presentations. Stevens role as a Financial Planning Specialist is to work with, and support, your advisor in preparing and presenting comprehensive financial planning solutions.