Stephanie Mann, BBA, CFP®, PFP

AVP, Private Wealth Specialist

Headshot of Stephanie Mann

Email
[email protected]

Mobile Phone
403.818.0085 

LinkedIn Profile
Stephanie Mann

Experience

With over 20 years of experience in the private wealth management industry, Stephanie has a deep understanding of the intricacies and complexities of high net worth clients. The client is at the center of everything Stephanie does. She strives to uncover each client’s unique goals, motivations and concerns to determine the best plan forward to protect and grow the wealth they have worked so hard to build. Stephanie has a breadth of knowledge and experience in financial planning, estate and trust planning, business succession planning and retail and commercial banking.

Beyond The Office

Stephanie is a dog-lover and enjoys spending time with her rescue dog, Suka. She also enjoys the great outdoors and partaking in leisure activities like hiking, water sports and golf. Originally from the Maritimes, Stephanie looks forward to her annual trips home to see family and friends and also travels internationally whenever possible.

 

“Understanding my clients is at the heart of what I do. It allows me to tailor investment strategies that not only help individuals reach their financial goals, but also fits in with their current lifestyle and stays true to their personal values.”