Stephanie has been dedicated to providing comprehensive financial planning services for over 25 years. Throughout her career she has specialized in working with professionals, entrepreneurs, and business owners who have complex financial needs. Stephanie holds the CERTIFIED FINANCIAL PLANNER® and RRC (Registered Retirement Consultant) designations, underscoring her expertise and commitment to excellence in financial advisory.

Stephanie is passionate about delivering expert financial advice tailored to each client's unique circumstances. Whether assisting clients in growing their wealth, preserving their estate, or crafting a robust retirement plan, Stephanie is devoted to helping them navigate their financial journey with clarity and confidence.

Residing on Vancouver Island with her husband, Stephanie is an active and engaged member of the community. Stephanie enjoys riding her Electric Surron bike, her Seadoo, and hiking on Vancouver Island. Her commitment to living life to the fullest is evident in both her personal and professional endeavors.