As a member of RBC’s Wealth Management Services team, Stephanie brings extensive knowledge and experience in financial planning and education. She maintains the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations from the Canadian Securities Institute, the Certified Financial Planner (CFP) designation through FP Canada™, and she is currently completing a master’s degree in education. Stephanie oversees the financial literacy program, as well as broader strategy planning and thought leadership to support and grow this area across RBC Wealth Management. Stephanie provides clients and advisor teams with support, resources and expertise in financial literacy and in building financial management skills; promotes and manages existing educational content; and develops new educational resources. Stephanie also focuses on initiatives and partnership opportunities to further boost awareness around financial literacy and the importance of structured, comprehensive learning among all age groups.
ESG Symposium 2023 May 30, 2023 A new frontier for environmental, social and governance (ESG) issues is upon us. Learn how to navigate environmental and social risks and opportunities at this event for CPAs, leaders and other professionals from every industry.
AICPA & CIMA advanced personal financial planning conference 2023 June 5, 2023 Become a year-round resource for your clients with the Advanced Personal Financial Planning curriculum’s leading technical guidance from esteemed thought leaders.
The ONE Conference 2023 September 12, 2023 2023 will require businesses to remain resilient through turbulent times. Get the information you need to continue the evolution of your organization at CPA Canada’s flagship conference. Attend in person or online – your choice!