Stephanie Kotsopoulos, Ris
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Stephanie Kotsopoulos, Ris Email & Phone Number

Partner at Basis Wealth at Basis Wealth and Basis Benefits
Location: Toronto, Ontario, Canada 3 work roles 1 school
1 work email found @basiswealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email s****@basiswealth.com
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Current company
Basis Wealth and Basis Benefits
Role
Partner at Basis Wealth
Location
Toronto, Ontario, Canada
Company size
7 employees

Who is Stephanie Kotsopoulos, Ris? Overview

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Quick answer

Stephanie Kotsopoulos, Ris is listed as Partner at Basis Wealth at Basis Wealth and Basis Benefits, a company with 7 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at basiswealth.com and a matched LinkedIn profile for Stephanie Kotsopoulos, Ris.

Stephanie Kotsopoulos, Ris previously worked as Partner at Basis Wealth And Basis Benefits and Financial Advisor at Basis Wealth And Basis Benefits. Stephanie Kotsopoulos, Ris holds Specialized Honours from York University.

Company email context

Email format at Basis Wealth and Basis Benefits

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{first}@basiswealth.com
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AeroLeads found 1 current-domain work email signal for Stephanie Kotsopoulos, Ris. Compare company email patterns before reaching out.

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Profile bio

About Stephanie Kotsopoulos, Ris

At Basis Wealth, we help professional families build financial plans and transition wealth to the next generation in a tax efficient way. At Basis Benefits, we create employee benefits plans for business owners that are in keeping with their corporate philosophy.Rather than simply giving our clients a list of financial recommendations, we sit down with them to uncover their family wealth philosophy and values. With those values in mind, we identify goals and milestones. Only then do we create a plan that empowers our clients to reach those goals.This approach is unique in the industry and gives our clients a serious edge when it comes to wealth accumulation, legacy building, and retirement planning.

Listed skills include Retirement Planning, Retirement, Fixed Annuities, Strategic Financial Planning, and 45 others.

Current workplace

Stephanie Kotsopoulos, Ris's current company

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Basis Wealth and Basis Benefits
Basis Wealth And Basis Benefits
Partner at Basis Wealth
toronto, ontario, canada
Website
basiswealth.com
Employees
7
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Company profile
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3 roles · 17 years

Stephanie Kotsopoulos, Ris work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Basis Wealth And Basis Benefits

Toronto, Canada Area

At Basis Wealth, we believe your financial life starts with Plan Protection, moves to Wealth Accumulation and then the Transfer of Wealth to future generations.We do this by saving for the long term while protecting those most important to you in the short term. Building your wealth with the goal of achieving financial independence and planning the.

Oct 2013 - Present

Financial Advisor

Sun Life Financial

Markham, Ontario, Canada

  • Delivering advisory services to clients with respect to their insurance needs and savings and investment accounts and group benefit plans
  • Development and guidance of financial goals for client base
  • Monitor and update clients’ financial plans to meet their evolving investment needs throughout the course of their lifetime
  • Provide solutions to protect against financial loss due to critical illness and/or disability
  • Retirement and estate planning
  • Facilitate… Show more
2009 - Sep 2013
Team & coworkers

Colleagues at Basis Wealth and Basis Benefits

Other employees you can reach at basiswealth.com. View company contacts for 7 employees →

JM Julie Mitchell Julie Mitchell Colleague at Basis Wealth And Basis BenefitsToronto, Ontario, Canada, Canada View → TR Terasa Rausch, Chs Terasa Rausch, Chs Colleague at Basis Wealth And Basis BenefitsToronto, Ontario, Canada, Canada View → AH Ashley Hatt Ashley Hatt Colleague at Basis Wealth And Basis BenefitsToronto, Ontario, Canada, Canada View → DM Dana Mitchell Dana Mitchell Colleague at Basis Wealth And Basis BenefitsToronto, Ontario, Canada, Canada View → CS Caroline S. Caroline S. Colleague at Basis Wealth And Basis BenefitsHamilton, Ontario, Canada, Canada View →
1 education record

Stephanie Kotsopoulos, Ris education

FAQ

Frequently asked questions about Stephanie Kotsopoulos, Ris

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

What company does Stephanie Kotsopoulos, Ris work for?

Stephanie Kotsopoulos, Ris works for Basis Wealth and Basis Benefits.

What is Stephanie Kotsopoulos, Ris's role at Basis Wealth and Basis Benefits?

Stephanie Kotsopoulos, Ris is listed as Partner at Basis Wealth at Basis Wealth and Basis Benefits.

What is Stephanie Kotsopoulos, Ris's email address?

AeroLeads has found 1 work email signal at @basiswealth.com for Stephanie Kotsopoulos, Ris at Basis Wealth and Basis Benefits.

Where is Stephanie Kotsopoulos, Ris based?

Stephanie Kotsopoulos, Ris is based in Toronto, Ontario, Canada while working with Basis Wealth and Basis Benefits.

What companies has Stephanie Kotsopoulos, Ris worked for?

Stephanie Kotsopoulos, Ris has worked for Basis Wealth And Basis Benefits and Sun Life Financial.

Who are Stephanie Kotsopoulos, Ris's colleagues at Basis Wealth and Basis Benefits?

Stephanie Kotsopoulos, Ris's colleagues at Basis Wealth and Basis Benefits include Julie Mitchell, Terasa Rausch, Chs, Ashley Hatt, Dana Mitchell, and Caroline S..

How can I contact Stephanie Kotsopoulos, Ris?

You can use AeroLeads to view verified contact signals for Stephanie Kotsopoulos, Ris at Basis Wealth and Basis Benefits, including work email, phone, and LinkedIn data when available.

What schools did Stephanie Kotsopoulos, Ris attend?

Stephanie Kotsopoulos, Ris holds Specialized Honours from York University.

What skills is Stephanie Kotsopoulos, Ris known for?

Stephanie Kotsopoulos, Ris is listed with skills including Retirement Planning, Retirement, Fixed Annuities, Strategic Financial Planning, Critical Illness, Disability Insurance, Group Benefit Plans, and Financial Planning Seminars.

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