Stephen Banks

Investment Advisor

506-457-7170 | Email me
506-459-2725 | Connect

After obtaining his degree in Business Administration at UNB, Stephen accumulated 11 years of experience in Commercial Financial Services focusing on complex credit and investments with RBC Royal Bank. Stephen has an outstanding commitment to his clients and is continually upgrading his professional credentials to provide a superior level of service. Stephen’s investment career formally began with RBC Dominion Securities in the spring of 2015. Stephen specializes with business owners and high net worth families. Having owned and operated his own business, Stephen understands the risks and rewards and is there to help through the transition phase.

Kristina Lewis

506-458-9174 | Email me

Krista has worked in the investment services industry for 9 years. She is your first point of contact for all administrative procedures and requirements. She manages all documentation and fulfils a variety of requests, including cheque requests, account transfers, payments and contributions, and acts in conjunction with all of the firm's internal operations departments.