Erin Stephens, Cfa
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Erin Stephens, Cfa Email & Phone Number

Investment Counsellor at Mawer Investment Management Ltd. at Mawer Investment Management
Location: Calgary, Alberta, Canada 3 work roles 1 school
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Current company
Mawer Investment Management
Role
Investment Counsellor at Mawer Investment Management Ltd.
Location
Calgary, Alberta, Canada
Company size
185 employees

Who is Erin Stephens, Cfa? Overview

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Quick answer

Erin Stephens, Cfa is listed as Investment Counsellor at Mawer Investment Management Ltd. at Mawer Investment Management, a company with 185 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Erin Stephens, Cfa.

Erin Stephens, Cfa previously worked as Investment Counsellor at Mawer Investment Management and Risk Analyst at Direct Energy. Erin Stephens, Cfa holds Bachelor Of Arts (B.A.), Economics from The University Of Calgary.

Company email context

Email format at Mawer Investment Management

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Mawer Investment Management

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Profile bio

About Erin Stephens, Cfa

I am an Investment Counsellor at Mawer Investment Management; a privately owned, independent portfolio manager providing investment management to a broad range of individual and institutional investors. My focus is on discretionary wealth management for high net worth individuals and their families. I work closely with my clients to develop and design a personalized  Investment Policy Statement that incorporates their unique circumstances and investment objectives. Once these strategies have been established, I build, manage and monitor clients’ investment portfolios, ultimately freeing them from the responsibility of making day-to-day investment decisions.

Listed skills include Investments, Portfolio Management, Financial Risk, Investment Management, and 6 others.

Current workplace

Erin Stephens, Cfa's current company

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Mawer Investment Management
Mawer Investment Management
Investment Counsellor at Mawer Investment Management Ltd.
calgary, alberta, canada
Website
mawer.com
Employees
185
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Company profile
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3 roles

Erin Stephens, Cfa work experience

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Risk Analyst

Direct Energy

Calgary, Alberta

Feb 2009 - Dec 2009
Team & coworkers

Colleagues at Mawer Investment Management

Other employees you can reach at mawer.com. View company contacts for 185 employees →

GB Grant Bunker Grant Bunker Colleague at Mawer Investment Management Toronto, Ontario, Canada, Canada View → GP Greg Peterson Greg Peterson Colleague at Mawer Investment Management Greater Calgary Metropolitan Area, Canada View → JT Justin Tang Justin Tang Colleague at Mawer Investment Management Markham, Ontario, Canada, Canada View → SM Sandra Makarewicz Sandra Makarewicz Colleague at Mawer Investment Management Calgary, Alberta, Canada, Canada View → MR Mark Rutherford Mark Rutherford Colleague at Mawer Investment Management Canada, Canada View → ED Ezequiel Daniel Zepeda Ezequiel Daniel Zepeda Colleague at Mawer Investment Management Buenos Aires, Buenos Aires Province, Argentina, Argentina View → JA Jordan Amatto, Cfa Jordan Amatto, Cfa Colleague at Mawer Investment Management Calgary, Alberta, Canada, Canada View → NJ Nicole J. Swales, Mba, Cfa Nicole J. Swales, Mba, Cfa Colleague at Mawer Investment Management Greater Toronto Area, Canada, Canada View → MM Michael Mezei Michael Mezei Colleague at Mawer Investment Management Canmore, Alberta, Canada, Canada View → LH Lorna Hirsch Lorna Hirsch Colleague at Mawer Investment Management Calgary, Alberta, Canada, Canada View →
1 education record

Erin Stephens, Cfa education

FAQ

Frequently asked questions about Erin Stephens, Cfa

Quick answers generated from the profile data available on this page.

What company does Erin Stephens, Cfa work for?

Erin Stephens, Cfa works for Mawer Investment Management.

What is Erin Stephens, Cfa's role at Mawer Investment Management?

Erin Stephens, Cfa is listed as Investment Counsellor at Mawer Investment Management Ltd. at Mawer Investment Management.

Where is Erin Stephens, Cfa based?

Erin Stephens, Cfa is based in Calgary, Alberta, Canada while working with Mawer Investment Management.

What companies has Erin Stephens, Cfa worked for?

Erin Stephens, Cfa has worked for Mawer Investment Management, Direct Energy, and Cornerstone Investment Counsel Ltd..

Who are Erin Stephens, Cfa's colleagues at Mawer Investment Management?

Erin Stephens, Cfa's colleagues at Mawer Investment Management include Grant Bunker, Greg Peterson, Justin Tang, Sandra Makarewicz, and Mark Rutherford.

How can I contact Erin Stephens, Cfa?

You can use AeroLeads to view verified contact signals for Erin Stephens, Cfa at Mawer Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Erin Stephens, Cfa attend?

Erin Stephens, Cfa holds Bachelor Of Arts (B.A.), Economics from The University Of Calgary.

What skills is Erin Stephens, Cfa known for?

Erin Stephens, Cfa is listed with skills including Investments, Portfolio Management, Financial Risk, Investment Management, Financial Analysis, Asset Allocation, Investment Strategies, and Financial Planning.

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