Since joining RBC Dominion Securities in 1999, Stephanie has been dedicated to delivering professional wealth management advice to her clients through a disciplined, goal-focussed and planning driven approach to managing their wealth. Beyond portfolio management, her comprehensive wealth management approach also includes financial, tax, insurance, business succession and estate planning which her clients have found highly effective in addressing their evolving financial and life goals. Stephanie believes in collaborating with her clients' other professional advisors such as accountants, lawyers, and bankers to provide the best solutions to their shared clients. As the financial markets are always changing, she proactively reviews her clients' objectives to ensure the plan initially put in place is still relevant and adjusts their investment plan when necessary.
Stephanie believes that money should give you options and not cause you stress, therefore no matter where you are in life, Stephanie will help you prepare for what's ahead, empowering you to live your best life.
Stephanie's clients appreciate her dedication and disciplined approach to taking care of their financial well being. Correspondingly, many of her clients and colleagues continue to recommend her to those they care about.
Stephanie's clients benefit from her ongoing professional development. She holds the Canadian Investment Manager (CIM) and Financial Management Advisor (FMA) designations, and is insurance and options licensed.
Beyond work, Stephanie enjoys travelling and experiencing different cultures around the world. Stephanie also believes in sharing one's wealth by giving back and making a difference in the community. She sees individuals, families and businesses playing an important role in supporting our communities not only financially but by freely sharing their time, knowledge and experience. This is why Stephanie has been actively volunteering her time, expertise and connections since her early teenage years wherever she can help make a difference.
Each year, Stephanie supports financially and/or in-kind by sharing her expertise with select not-for-profit organizations whose mandates inspires her. To name a few:
- Make-A-Wish Foundation of British Columbia and Yukon
- Easter Seals
- Arts Umbrella
- BC Children's Hospital
- United Way
- Giving Well | Vancouver Foundation
- BC Cancer Foundation