Our Team

With a passion for helping people and love of numbers, Stephanie brings these two together to help clients from all walks of life set and achieve their financial goals and security. Building and nurturing a personalized relationship with each client is part of her foundation. She specializes in areas of investment planning, insurance and risk management, tax planning, retirement planning, education savings planning and registered disability savings.

In 2014, Stephanie undertook a major career change when she left the airline industry and started working in financial services at CIBC as a Customer Service Representative. She moved up to Financial Service Representative at CIBC and then Meridian Credit Union.   Stephanie has been part of the MacKenzie Wealth Planners Team since mid-2017. 

After leaving the airline and while working at CIBC, she went back to school for business and financial services.  Now an Algonquin College graduate in two areas; Diploma in Business Accounting and a Graduate Certificate in Financial Services. Completing Financial Planning 1 and  Personal Financial Services Advice courses, she is well on her way to final studies required to become a Certified Financial Planner.  Taking the Canadian Investment Funds Course through the IFSE Institute Stephanie is mutual fund licensed.  In addition, has completed the LLQP to achieve her Life License.

In her leisure, Stephanie enjoys travel and cooking.  Travel is enhanced when helping people.  A 2017 trip to Portugal volunteering with Habitat for Humanity was an incredible experience.  She is looking forward to more traveling and volunteering locally and abroad.

Insurance products and tax planning services are provided through MacKenzie Wealth Planners Inc.