With a strong background in financial planning, Stefano expertly provides his clients with a customized holistic view of the perpetually 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. By utilizing a collaborative approach, he also makes every effort to consult professional advisors as well as RBC's in-house experts to ensure that you receive financial advice that is unique to your needs.
A graduate of Carleton University and an accredited Personal Financial Planner (PFP), Stefano is equipped to help individuals and families attain what they envision for their future. His career in financial planning began in 1991 with RBC and, in 2013, he transitioned to RBC Wealth Management. His years of experience along with multiple certifications, accolades and strong work ethics, have afforded him the ability to successfully advise clients on the best course of action to take in order to reach their financial goals.
Stefano, an avid golfer , enjoys good Italian food, wine and travelling to various destinations but particularly enjoys being in the company of family and friends. He and his wife Josee, an accomplished realtor, raised their two children in Ottawa. Their daughter, Olivia, an aspiring Marine Biologist, attends Dalhousie University in Halifax. Jonas, a passionate all-round athlete, plays football at McMaster University whilst working on his bachelors degree in social sciences in Hamilton.
