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Stephen S. Email & Phone Number
Wealth Planner
at
Optimize Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Planner
Location
Calgary, Alberta, Canada
Company size
Who is Stephen S.? Overview
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Quick answer
Stephen S. is listed as Wealth Planner at Optimize Wealth Management, a with 1 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Stephen S..
Stephen S. holds Bachelor Of Commerce (Bcomm), Finance & Investment Finance from The University Of Calgary.
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Email format at Optimize Wealth Management
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Optimize Wealth Management
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Profile bio
About Stephen S.
Stephen S. is a Wealth Planner at Optimize Wealth Management.
Current workplace
Stephen S.'s current company
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Optimize Wealth Management
2 roles
Stephen S. work experience
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Wealth Planner
CurrentAt Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen.
Jan 2022 - Present
1 education record
Stephen S. education
FAQ
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Quick answers generated from the profile data available on this page.
What company does Stephen S. work for?
Stephen S. works for Optimize Wealth Management.
What is Stephen S.'s role at Optimize Wealth Management?
Stephen S. is listed as Wealth Planner at Optimize Wealth Management.
Where is Stephen S. based?
Stephen S. is based in Calgary, Alberta, Canada while working with Optimize Wealth Management.
What companies has Stephen S. worked for?
Stephen S. has worked for Optimize Wealth Management.
How can I contact Stephen S.?
You can use AeroLeads to view verified contact signals for Stephen S. at Optimize Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Stephen S. attend?
Stephen S. holds Bachelor Of Commerce (Bcomm), Finance & Investment Finance from The University Of Calgary.
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