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As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Stephanie entered the financial services industry 33 years ago after graduating from Queens University.
Subsequent to completing a two year internship with a major Life Insurance Company, she became an independent insurance broker.
Stephanie is currently dually licensed to sell both insurance products and investment products, and became licensed to sell mutual funds and limited market products (products sold by offering memorandum only) in 1989. She is registered to sell these investment products through Sterling Mutuals Inc.
In 1990 Stephanie began to provide comprehensive financial planning to her clients. Since then she has specialized in being a financial coach to business owners and self-employed individuals and uses financial planning software to enable the client to see the financial implications of multiple “what-if” scenarios. This approach enables the client and Stephanie to model very complex financial and estate situations.
Stephanie works along side the clients’ accountants and lawyers to ensure: their partnership agreements are properly funded and up to date; they are using Individual Pension Plans and Retirement Compensation Agreements where appropriate; their disability insurance is set up tax-efficiently; they are making optimal use of life insurance as a tax-sheltering and tax reducing strategy; they have key-man insurance if appropriate; they have made optimal use of trusts; and they have an inter-generational wealth transfer plan in place.
The end result is that each self-employed individual has a coordinated financial strategy that is continuously monitored as laws and their own circumstances and values change. This gives them peace of mind on an ongoing basis.
A summary of her Financial Planning accreditations and degrees include: