Stephanie Lewis
AeroLeads people directory · profile

Stephanie Lewis Email & Phone Number

Investment Specialist and Financial Planner at Scotia Wealth Management
Location: Greater Vancouver Metropolitan Area, Canada 8 work roles 3 schools
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Scotia Wealth Management
Role
Investment Specialist and Financial Planner
Location
Greater Vancouver Metropolitan Area, Canada
Company size
2283 employees

Who is Stephanie Lewis? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Stephanie Lewis is listed as Investment Specialist and Financial Planner at Scotia Wealth Management, a with 2283 employees, based in Greater Vancouver Metropolitan Area, Canada. AeroLeads shows a matched LinkedIn profile for Stephanie Lewis.

Stephanie Lewis previously worked as Investment Specialist & Financial Planner at Scotia Wealth Management and Senior Manager, Global Event Marketing at Scotia Wealth Management. Stephanie Lewis holds Bachelor'S Degree, Business Administration And Management, General from Université Du Québec En Outaouais.

Company email context

Email format at Scotia Wealth Management

This section adds company-level context without repeating Stephanie Lewis's masked contact details.

Scotia Wealth Management

Review company-level records connected to Stephanie Lewis before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Stephanie Lewis

CFP professional offering quality advice to clients while keeping their best interests front and center. My goal is to be a key partner in your financial future by ensuring that your plan evolves with you, as your priorities and circumstances change in the years ahead. I specialize in dealing with clients who are members of an employer sponsored pension plan and have expert knowledge of pension plan legislations I am Certified to deliver the Public Service Pension Plan Information Session.

Current workplace

Stephanie Lewis's current company

Company context helps verify the profile and gives searchers a useful next step.

Scotia Wealth Management
Scotia Wealth Management
Investment Specialist and Financial Planner
Vancouver, BC, CA
Website
scotiawealthmanagement.com
Employees
2283
AeroLeads page
Company profile
View company profile Email format
8 roles · 17 years

Stephanie Lewis work experience

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

Investment Specialist & Financial Planner

Scotia Wealth Management

West Vancouver, British Columbia, Canada

As a Scotiabank Investment Specialists I am an experienced advisors focused on building a financial plan that reflects your goals. I'm committed to providing advice when and where it makes the most sense for you. Because, our office is your life.

Event Marketing & Strategy Manager

Scotia Wealth Management

Md Financial Management | Gestion Financière Md

Mar 2021 - Jan 2023

Early Career Specialist, Md Management Limited

Scotia Wealth Management

Md Financial Management | Gestion Financière Md

May 2019 - Jan 2023

Financial Advisor

Rochebanyan Inc.

Aiding in the formulation of recommendations to clients based on various analyses of net worth statements, cash flow statements, assets available for investment, retirement/pension income projection and debt repayment. Provide individual advice to clients with regards to insurance and investment portfolios

Jan 2013 - May 2019
Team & coworkers

Colleagues at Scotia Wealth Management

Other employees you can reach at scotiawealthmanagement.com. View company contacts for 2283 employees →

SV Sayon Vijayanathan Sayon Vijayanathan Colleague at Scotia Wealth ManagementMississauga, Ontario, Canada View → TC Tiffany Coward, Caia, Cim Tiffany Coward, Caia, Cim Colleague at Scotia Wealth ManagementCayman Islands View → FR Fergus Rigby Fergus Rigby Colleague at Scotia Wealth ManagementGreater Montreal Metropolitan Area, Canada View → JC Josh Cox Josh Cox Colleague at Scotia Wealth ManagementNorth Vancouver, British Columbia, Canada View → JL Joanie Leblanc Joanie Leblanc Colleague at Scotia Wealth ManagementCapitale-Nationale, Quebec, Canada View → JE J Everardo Villalobos V J Everardo Villalobos V Colleague at Scotia Wealth ManagementNaucalpan De Juárez, México, Mexico View → ZL Zach Ladner, Cpa Zach Ladner, Cpa Colleague at Scotia Wealth ManagementPrince Edward Island, Canada View → GL Gail Lecocq, Ctdp Gail Lecocq, Ctdp Colleague at Scotia Wealth ManagementToronto, Ontario, Canada View → CR Christina Rossi (Lieberenz) Christina Rossi (Lieberenz) Colleague at Scotia Wealth ManagementGreater Ottawa Metropolitan Area, Canada View → SS Shalini Soni Shalini Soni Colleague at Scotia Wealth ManagementScarborough, Ontario, Canada View →
3 education records

Stephanie Lewis education

FAQ

Frequently asked questions about Stephanie Lewis

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

What company does Stephanie Lewis work for?

Stephanie Lewis works for Scotia Wealth Management.

What is Stephanie Lewis's role at Scotia Wealth Management?

Stephanie Lewis is listed as Investment Specialist and Financial Planner at Scotia Wealth Management.

Where is Stephanie Lewis based?

Stephanie Lewis is based in Greater Vancouver Metropolitan Area, Canada while working with Scotia Wealth Management.

What companies has Stephanie Lewis worked for?

Stephanie Lewis has worked for Scotia Wealth Management, Rochebanyan Inc., Canadian Forces Morale And Welfare Services, and Bank Of Canada.

Who are Stephanie Lewis's colleagues at Scotia Wealth Management?

Stephanie Lewis's colleagues at Scotia Wealth Management include Sayon Vijayanathan, Tiffany Coward, Caia, Cim, Fergus Rigby, Josh Cox, and Joanie Leblanc.

How can I contact Stephanie Lewis?

You can use AeroLeads to view verified contact signals for Stephanie Lewis at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Stephanie Lewis attend?

Stephanie Lewis holds Bachelor'S Degree, Business Administration And Management, General from Université Du Québec En Outaouais.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Stephanie Lewis you were looking for.

Stephanie Lewis
Stephanie Lewis
Department Of Industry, Energy And Technology Government Of Newfoundland And Labrador
Greater St. John's Metropolitan Area
1 email domain
Stephanie Lewis
Stephanie Lewis
Senior Information Security Analyst @ Trellix | Cybersecurity, Governance, Risk, And Compliance Specialist
Greater St. John's Metropolitan Area
1 email domain
View similar profiles