Stephen V. Macdonald B.Comm, Cfp®, Cim® Email & Phone Number
Who is Stephen V. Macdonald B.Comm, Cfp®, Cim®? Overview
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Stephen V. Macdonald B.Comm, Cfp®, Cim® is listed as Certified Financial Planner® and Partner at Blackburn Davis Financial, a company with 8 employees, based in Edmonton, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Stephen V. Macdonald B.Comm, Cfp®, Cim®.
Stephen V. Macdonald B.Comm, Cfp®, Cim® previously worked as Certified Financial Planner® & Partner at Blackburn Davis Financial. Stephen V. Macdonald B.Comm, Cfp®, Cim® holds B.Comm, Finance from University Of Alberta.
Email format at Blackburn Davis Financial
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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.
Listed skills include Strategic Financial Planning, Retirement Planning, Finance, Financial Planning, and 12 others.
Stephen V. Macdonald B.Comm, Cfp®, Cim®'s current company
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Stephen V. Macdonald B.Comm, Cfp®, Cim® work experience
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Certified Financial Planner® & Partner
CurrentWe 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.
Colleagues at Blackburn Davis Financial
Other employees you can reach at blackburndavisfinancial.ca. View company contacts for 8 employees →
Ally Davis
Colleague at Blackburn Davis FinancialEdmonton, Alberta, Canada, Canada
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SM
Sammi M.
Colleague at Blackburn Davis FinancialCanada, Canada
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CS
Cindy Sprague
Colleague at Blackburn Davis FinancialCanada, Canada
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JT
Jazzy Teige
Colleague at Blackburn Davis FinancialCanada, Canada
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TJ
Timothy J. Goodkey, B.Sc., Cim®, Cfp®
Colleague at Blackburn Davis FinancialEdmonton, Alberta, Canada, Canada
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Stephen V. Macdonald B.Comm, Cfp®, Cim® education
Frequently asked questions about Stephen V. Macdonald B.Comm, Cfp®, Cim®
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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 Blackburn Davis Financial?
Stephen V. Macdonald B.Comm, Cfp®, Cim® is listed as Certified Financial Planner® and Partner at Blackburn Davis Financial.
Where is Stephen V. Macdonald B.Comm, Cfp®, Cim® based?
Stephen V. Macdonald B.Comm, Cfp®, Cim® is based in Edmonton, Alberta, Canada while working with Blackburn Davis Financial.
What companies has Stephen V. Macdonald B.Comm, Cfp®, Cim® worked for?
Stephen V. Macdonald B.Comm, Cfp®, Cim® has worked for Blackburn Davis Financial.
Who are Stephen V. Macdonald B.Comm, Cfp®, Cim®'s colleagues at Blackburn Davis Financial?
Stephen V. Macdonald B.Comm, Cfp®, Cim®'s colleagues at Blackburn Davis Financial include Ally Davis, Sammi M., Cindy Sprague, Jazzy Teige, and Timothy J. Goodkey, B.Sc., Cim®, Cfp®.
How can I contact Stephen V. Macdonald B.Comm, Cfp®, Cim®?
You can use AeroLeads to view verified contact signals for Stephen V. Macdonald B.Comm, Cfp®, Cim® at Blackburn Davis Financial, including work email, phone, and LinkedIn data when available.
What schools did Stephen V. Macdonald B.Comm, Cfp®, Cim® attend?
Stephen V. Macdonald B.Comm, Cfp®, Cim® holds B.Comm, Finance from University Of Alberta.
What skills is Stephen V. Macdonald B.Comm, Cfp®, Cim® known for?
Stephen V. Macdonald B.Comm, Cfp®, Cim® is listed with skills including Strategic Financial Planning, Retirement Planning, Finance, Financial Planning, Wealth Management, Mutual Funds, Investments, and Investment Strategies.
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