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Stephanie Mann, BA, CFP®, PFP

AVP, Private Wealth Specialist

Stephanie Mann

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Stephanie Mann

Calgary, Alberta

“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.”

With over 20 years of experience in the private wealth management industry, I have an understanding of the intricacies and complexities of high-net-worth clients. My clients are at the centre of everything I do. I strive 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. My breadth of knowledge and experience in wealth management includes financial planning, estate and trust planning, business succession and retail and commercial banking.

Beyond the Office

As a dog lover, I enjoy spending time with my rescue dog, Suka. I also enjoy the great outdoors and partaking in leisure activities like hiking, tennis and golf. Originally from the Maritimes, I look forward to my annual trips home to see family and friends, and travel internationally whenever possible.