“You must gain control over your money or the lack of it will forever control you.”
Dave Ramsey
Does any of this sound familiar?
1. You worked incredibly hard to get here.
2. You sacrificed more than most people along the way.
3. You want help making key financial decisions.
4. You are cautious about "Advisors" who talk big.
5. You want an Advisor who delivers and can back it up.
6. Your financial life is too complex now to DIY any longer.
If it does, then you're in the right place.
Custom tailored financial advice, delivered in plain english.
It all starts with a casual 10 - 15 minute conversation on the phone.
Click the button below and pick a time to chat.
Your Team
Stephanie Stewart
CFP®, CLU®, CHS, CEA, FMA, TEP
Stephanie Stewart is a CERTIFIED FINANCIAL PLANNER® professional with over 25 years experience in wealth management and financial planning. She created Affluence Partners Inc. to provide customized advice and solutions to busy professionals, business owners and their families.
Using wealth creation strategies that are usually reserved for the top 1% of the population, she assists her clients in creating sustainable real wealth. Stephanie's unique approach and process allows her clients to successfully navigate through important life transitions, such as marriage, divorce, retirement, business succession, and career changes confidently.
Prior to launching her practice 2012, Stephanie worked as a consultant for several investment management firms meeting with financial advisors across Western Canada to provide strategic advice on investment concepts and practices. She began her financial services career as a stock- broker with TD Greenline Investor Services in 1995.
Stephanie lives in Calgary, Alberta with her husband Shawn and son
Designations & Degrees
- CFP® CERTIFIED FINANCIAL PLANNER®
- CLU® Chartered life Underwriter®
- CEA Certified Executor Advisor
- CHS™ Certified Health Insurance Specialist
- CIM® Chartered Investment Manager
- CIWM Certified International Wealth Manager
- DMS Derivative Market Specialist
- FCSI® Fellow of the Canadian Securities Institute
- FMA Financial Management Advisor
- TEP Trust and Estate Practitioner
- RWM™ Real Wealth Manager
- Bachelor of Science (BSc) - University of Alberta
Professional Associations
- Advocis - Financial Advisors Association of Canada
- FP Canada - Financial Planning Canada
- FPAC - Financial Planning Association of Canada
- STEP - Society of Trust and Estate Practitioners
- SRWM - Society of Real Wealth Managers™
Client Service Associate
We're Hiring.
Coming soon.
Want a financial planner who treats you like a partner instead of like an account number? We're on a mission to end the frustration, stress and uncertainty associated with dealing with your finances.
It all starts with a casual 10 - 15 minute conversation on the phone.
Click the button below and pick a time to chat.
Copyright © 2024 Affluence Partners Inc - All Rights Reserved.
The content of this site is intented for Canadian residents of AB, BC, SK, MB, ON & NS.