Stephen V. Macdonald B.Comm, Cfp®, Cim®

Stephen V. Macdonald B.Comm, Cfp®, Cim® Email and Phone Number

Certified Financial Planner® and Partner @ Blackburn Davis Financial
Edmonton, AB, CA
Stephen V. Macdonald B.Comm, Cfp®, Cim®'s Location
Edmonton, Alberta, Canada, Canada
About Stephen V. Macdonald B.Comm, Cfp®, Cim®

Stephen has been with Blackburn Davis Financial since 2010 and became a partner in 2012. With over 16 years in the industry, he understands the unique financial issues that you face as a high net worth family, incorporated professional or business owner. He utilizes a goals-based approach to his advice and is dedicated to helping you become financially empowered.Stephen has always been known as the “numbers guy”. He began investing at the early age of 12 with his Mother’s help and it quickly became a passion of his. The guidance he received along the way inspired him to pursue his career in financial planning. He graduated from the University of Alberta School of Business, with a major in Finance and a minor in Economics and Business Law. Stephen has completed the Certified Financial Planner (CFP®) designation as well as the Chartered Investment Manager (CIM®) and is currently working towards the Trust and Estate Practitioner (TEP) designation. In his spare time, Stephen enjoys spending time with his family and friends, discovering a new local craft beer, downhill skiing in the winter and golfing or fishing in the summer.

Stephen V. Macdonald B.Comm, Cfp®, Cim®'s Current Company Details
Blackburn Davis Financial

Blackburn Davis Financial

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Certified Financial Planner® and Partner
Edmonton, AB, CA
Employees:
8
Stephen V. Macdonald B.Comm, Cfp®, Cim® Work Experience Details
  • Blackburn Davis Financial
    Certified Financial Planner® And Partner
    Blackburn Davis Financial
    Edmonton, Ab, Ca
  • Blackburn Davis Financial
    Certified Financial Planner® & Partner
    Blackburn Davis Financial Mar 2010 - Present
    Edmonton, Alberta, Canada
    We are Financial Planners at our core. We focus on wealth management and retirement planning, but also advise on risk management and estate planning. Our unique business model involves referring clients to discretionary Portfolio Managers as our primary investment solution. We are based in Edmonton, AB, but serve clients across Western Canada.

Stephen V. Macdonald B.Comm, Cfp®, Cim® Skills

Strategic Financial Planning Retirement Planning Finance Financial Planning Wealth Management Mutual Funds Investments Investment Strategies Estate Planning Asset Management Financial Advisory Pensions Insurance Investment Advisory Retirement Disability Insurance

Stephen V. Macdonald B.Comm, Cfp®, Cim® Education Details

Frequently Asked Questions about Stephen V. Macdonald B.Comm, Cfp®, Cim®

What company does Stephen V. Macdonald B.Comm, Cfp®, Cim® work for?

Stephen V. Macdonald B.Comm, Cfp®, Cim® works for Blackburn Davis Financial

What is Stephen V. Macdonald B.Comm, Cfp®, Cim®'s role at the current company?

Stephen V. Macdonald B.Comm, Cfp®, Cim®'s current role is Certified Financial Planner® and Partner.

What schools did Stephen V. Macdonald B.Comm, Cfp®, Cim® attend?

Stephen V. Macdonald B.Comm, Cfp®, Cim® attended University Of Alberta.

What skills is Stephen V. Macdonald B.Comm, Cfp®, Cim® known for?

Stephen V. Macdonald B.Comm, Cfp®, Cim® has skills like Strategic Financial Planning, Retirement Planning, Finance, Financial Planning, Wealth Management, Mutual Funds, Investments, Investment Strategies, Estate Planning, Asset Management, Financial Advisory, Pensions.

Who are Stephen V. Macdonald B.Comm, Cfp®, Cim®'s colleagues?

Stephen V. Macdonald B.Comm, Cfp®, Cim®'s colleagues are Sammi M., Jazzy Teige, Cindy Sprague, Ally Davis, Timothy J. Goodkey, B.sc., Cim®, Cfp®.

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