Our Team

Sofia and Stephanie first connected at a social networking event for the Financial Services - Canadian Context Program students at Algonquin College. A former graduate of the program, Stephanie was a guest speaker, talking about her journey into financial services and financial planning. When it came time to look for a new administrative assistant to join our team, Sofia was at the top of Stephanie's mind.

Sofia joins our team with a mix of international experience in the financial services industry. Most recently, Sofia worked in Mizrahi Tfahot bank, Israel, assisting clients with banking transactions, investment advice, and lending advice. Prior to that, she spent several years working in Moscow Industrial Bank in Russia. Sofia speaks English, Russian and Hebrew. Sofia received a master’s degree in economics from Moscow State Open University. She continues her education at Algonquin College and currently pursuing a graduate certificate in “Financial Services – Canadian Context” program. In Sofia's spare time she's with her family and friends, and staying active with fitness.