A wealth advisor for over 21 years, Stephanie follows in the footsteps of her father who was an advisor since 1963 – a combined track record for assisting individuals and families with their finances over three generations. As a wealth advisor, Stephanie embraces three separate but related passions:1.Helping all her clients understand the true long-term wealth building potential offered by intelligent, informed, systematic investing – based on the principles of strategic asset allocation, sensible diversification and robust risk management.2. Assisting goal-oriented individuals and families in planning for retirement. Cash flow management, tax efficient strategies, and generating the maximum risk adjusted returns on their savings and investments are crucial components of this strategy.3. Enabling entry-level investors – notably young, married professionals with relatively limited current assets but ambitious financial goals – build an investment portfolio geared to security and long-term growth.Stephanie sits on the Granting Committee for the Brampton and Caledon Community Foundation. And she sits on the Fundraising Committee for Family Transition Place (FTP), a shelter and provider of critical services to women and their children who have experienced abuse or unhealthy relationships.