Stephen Wiffen, CFP, CLU, ChFC
Estate Planning Specialist
Working closely with Craig, Stephen employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.
Stephen Wiffen can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Stephen evaluates various insurance offerings from Canada’s top-ranked insurance providers.
Steve graduated with a BES (Bachelor of Environmental Studies) from the University of Waterloo in 1984 and entered the insurance business that same year. He has acquired the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations which recognizes his specialization in life insurance and estate planning.
Previous to joining RBC in 2006, Steve worked both in his own practice and as a Living Benefits and Regional Insurance Specialist, providing consultation to advisors at a different organization.