Stephen Pietropaolo, B. Comm., CFP

Stephen has extensive experience in the high net worth segment. In his previous roles he has worked with teams of advisors as well as independently to provide comprehensive financial planning advice for individual and corporate clients for a number of high profile organizations.

Stephen holds a Certified Financial Planner (CFP) designation and has completed the LLQP Insurance license, Canadian Securities Course (CSC), the conduct and practices handbook (CPH), along with a Bachelor of Commerce Degree (BComm) with a major in Financial Services Management.