Stephen V. Macdonald B.Comm, Cfp®, Cim® Email and Phone Number
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.
Blackburn Davis Financial
View- Website:
- blackburndavisfinancial.ca
- Employees:
- 8
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Certified Financial Planner® And PartnerBlackburn Davis FinancialEdmonton, Ab, Ca -
Certified Financial Planner® & PartnerBlackburn Davis Financial Mar 2010 - PresentEdmonton, Alberta, CanadaWe 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
Stephen V. Macdonald B.Comm, Cfp®, Cim® Education Details
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Finance
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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