BA, CFP®, CLU
Owner, Certified Financial Planner
Stephanie began her career in the financial services industry in 1993, after attending both Queen’s University and Ottawa U. As a small business owner, she has seen many changes in the financial service landscape over the years. Stephanie believes that a relationship of mutual trust and commitment, from all parties involved in the planning process, is the essential ingredient to long-term success for her clients.
Her ongoing commitment to keeping up-to-date is evidenced by various conferences and seminars, which she regularly attends throughout North America. Stephanie is a committee member with the Southern Ontario Fund for Investment in Innovation (SOFII) loan program supports high-growth, innovative small and medium-sized Enterprises (SMEs) in rural and urban communities by offering loans of $150,000 to $500,000 to support all aspects of growth challenges facing them.
Over the years, Stephanie has been a local Past-President of Advocis, a national association for financial advisors, and a past member of both advisory and branch principal councils with her dealers, representing advisors at the national level. She is also a past Chair or committee member of various organizations in Kingston: church board, Cantabile Choirs of Kingston’s, City of Kingston’s Heritage and Culture Committee, and the Kingston Symphony.
You will often hear Stephanie say that she works to travel, so we all know what she loves to do in her spare time!!