Stephan joined Exponent as a partner after 16 years of working with retail and institutional investors, mainly with 2 of Canada’s largest banks.
You have worked long and hard to get to this phase of your life: retirement. While we all look forward to crossing the retirement “bridge”, it can cause much stress and anxiety. I have learned that when you have a well thought out financial plan that addresses all of your options, you will feel empowered and comfortable with any retirement decisions that you need to make.
Parents: I understand the many responsibilities you face every single day raising a family, balancing career and life, paying for your children’s activities and their education, meeting all of your financial obligations, all the while adding to your nest egg and planning for your retirement. It can be daunting.
Business owners: As a business owner like you, I’ve tried to focus my time on the things that I do best for my clients. Working with trusted professionals of various descriptions has helped you be successful in your business. Partnering with a strong Financial Planner and Investment Manager for your retirement will improve your results and expedite progress, while removing obstacles and minimizing stress.
Retirees: All the sacrifices have paid off. Now then, is your money working as hard for you as you did to earn it? Are you working with the best financial planning and investment professionals to ensure you are taking advantage of every financial possibility? Are you comfortable with your portfolio risk? Are you squeezing every penny out of your retirement income? Are you minimizing investment fees and taxes to ensure your money lasts as long as you need it to? Is your estate plan clear so that you can ensure yours, your spouse’s, and your children’s financial future?
As a Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) with over 20 years of industry experience, my true value as your Financial Planner and Portfolio Manager is to explore all the possibilities for your retirement and act as your sounding board in discussing any and all financial decisions you face. By helping you plan for your retirement, as well as, guide you through it, I will reduce the stress and anxiety with all of your financial decisions, so that you can focus on living a full life now and in retirement.
Have a question or want to discuss your portfolio? Send Stephan a message and he will respond to you shortly!