Stephen Roberts
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Stephen Roberts Email & Phone Number

Wealth Advisor @ CC and L Private Capital | Chartered Investment Manager (CIM®) at Connor, Clark & Lunn Private Capital Ltd.
Location: Vancouver, British Columbia, Canada 8 work roles 5 schools
1 work email found @maxamcm.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Role
Wealth Advisor @ CC and L Private Capital | Chartered Investment Manager (CIM®)
Location
Vancouver, British Columbia, Canada
Company size

Who is Stephen Roberts? Overview

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Quick answer

Stephen Roberts is listed as Wealth Advisor @ CC and L Private Capital | Chartered Investment Manager (CIM®) at Connor, Clark & Lunn Private Capital Ltd., a with 152 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at maxamcm.com and a matched LinkedIn profile for Stephen Roberts.

Stephen Roberts previously worked as Wealth Advisor, Associate Advising Representative at Connor, Clark & Lunn Private Capital Ltd. and VP Business Development at Maxam Capital Management Ltd.. Stephen Roberts holds Chartered Investment Manager, Investment Management from Canadian Securities Institute.

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{first}@maxamcm.com
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Profile bio

About Stephen Roberts

By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. Having worked in the financial services industry for over 20 years, I gained my financial expertise in roles at Bank of America and Credit Suisse, as well as at various commodity producers and developers. During my career, I spent over a decade working in London, UK advising institutional portfolio managers and hedge funds as they invested in the US equity market. I hold a B.A. in International Relations from the University of British Columbia as well as the Chartered Investment Manager (CIM) designation. Born and raised in Vancouver, I enjoy an active lifestyle that includes regularly playing golf, tennis and squash, as well as spending time in the mountains. I serve on the Board of the Capilano Golf & Country Club and I am involved in fundraising efforts with SPARKLE, a benefit that supports the BC Women’s Hospital & Health Foundation. I love spending time with friends and family.

Listed skills include Investment Management, Investments, Finance, Equities, and 14 others.

Current workplace

Stephen Roberts's current company

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Connor, Clark & Lunn Private Capital Ltd.
Connor, Clark & Lunn Private Capital Ltd.
Wealth Advisor @ CC and L Private Capital | Chartered Investment Manager (CIM®)
Vancouver, BC, CA
Employees
152
AeroLeads page
8 roles

Stephen Roberts work experience

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Wealth Advisor, Associate Advising Representative

Current

Vancouver, Canada

By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms.

Jan 2017 - Present

Vp Business Development

Vancouver, Canada Area

Maxam Capital Management Ltd. is an independent Vancouver-based investment management firm. As Vice President, my primary role is to lead the firm’s business development initiatives. I began my career as a FX salesman for Bank of America in Vancouver. After relocating to London, U.K. in 1998, I spent 11 years at Credit Suisse First Boston & Bank of America working as a senior U.S. Equity salesman covering many of the largest institutions & hedge funds in the U.K. With over 18 years' experience in the financial services industry, I bring a wealth of investment knowledge and deep understanding of the capital markets as well as an established base of investor contacts in North America and Europe to Maxam.

Sep 2014 - Oct 2016

Vp - Investor Relations

Oceanic Iron Ore

Vancouver, Canada Area

Jun 2012 - Aug 2014

Director - Corporate Development

Encanto Potash Corp

Vancouver, Canada Area

Jun 2012 - Aug 2014

Senior Vice-President, Investor Relations

Endeavour is a gold producer. We also hold an extensive exploration land position and various advanced-stage development gold projects in West Africa. We have a growth strategy, supported by financial resources and management's company building expertise, to become an intermediate gold producer through strategic acquisitions. The common shares of Endeavour Mining Corporation are traded on the Toronto Stock Exchange under the symbol EDV.

May 2009 - Jun 2012

Director - Us Equity Sales

US Equity Sales to London based institutions & hedge funds

Sep 2004 - Apr 2009

Vice President, Us Equity Sales

Credit Suisse First Boston, London

US Equity Sales to London institutions & hedge funds

May 2000 - Jun 2004
Team & coworkers

Colleagues at Connor, Clark & Lunn Private Capital Ltd.

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5 education records

Stephen Roberts education

Chartered Investment Manager, Investment Management

Canadian Securities Institute

Chartered Financial Analyst - Level 1 Completed, Investments And Securities

Cfa Institute

Canadian Securities Course, Investments And Securities

Canadian Securities Institute
FAQ

Frequently asked questions about Stephen Roberts

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

What company does Stephen Roberts work for?

Stephen Roberts works for Connor, Clark & Lunn Private Capital Ltd..

What is Stephen Roberts's role at Connor, Clark & Lunn Private Capital Ltd.?

Stephen Roberts is listed as Wealth Advisor @ CC and L Private Capital | Chartered Investment Manager (CIM®) at Connor, Clark & Lunn Private Capital Ltd..

What is Stephen Roberts's email address?

AeroLeads has found 1 work email signal at @maxamcm.com for Stephen Roberts at Connor, Clark & Lunn Private Capital Ltd..

Where is Stephen Roberts based?

Stephen Roberts is based in Vancouver, British Columbia, Canada while working with Connor, Clark & Lunn Private Capital Ltd..

What companies has Stephen Roberts worked for?

Stephen Roberts has worked for Connor, Clark & Lunn Private Capital Ltd., Maxam Capital Management Ltd., Oceanic Iron Ore, Encanto Potash Corp, and Endeavour Mining.

Who are Stephen Roberts's colleagues at Connor, Clark & Lunn Private Capital Ltd.?

Stephen Roberts's colleagues at Connor, Clark & Lunn Private Capital Ltd. include Marisol F, Anushka S., Salma Mamlouk, Brendan Livingstone, Cfa, and Chase Moreira.

How can I contact Stephen Roberts?

You can use AeroLeads to view verified contact signals for Stephen Roberts at Connor, Clark & Lunn Private Capital Ltd., including work email, phone, and LinkedIn data when available.

What schools did Stephen Roberts attend?

Stephen Roberts holds Chartered Investment Manager, Investment Management from Canadian Securities Institute.

What skills is Stephen Roberts known for?

Stephen Roberts is listed with skills including Investment Management, Investments, Finance, Equities, Hedge Funds, Business Development, Investor Relations, and Mergers And Acquisitions.

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