Chris Stephenson

Investor Specialist & Owner @Steadyhand

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2007 — Present

Investor Specialist & Owner @Steadyhand

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I listen to what people would like their money to do for them, confirm I understand where they\'re coming from, and then provide advice on how we can work with them to increase the odds of achieving their financial goals. I also work with independent fee only planners who focus exclusively on providing financial plans, not financial products. These planners introduce clients to Steadyhand, and I introduce Steadyhand clients to them.

EDUCATION

2011 — 2012

British Columbia Institute of Technology

Business Diploma, Financial Planning

1997 — 2001

Simon Fraser University

Bachelor of Arts (BA), History, Business Minor

2012 — 2013

Financial Planning Standards Council (FPSC)

Certified Financial Planner (CFP), Financial Planning and Services

SKILLS

Wealth ManagementFinancial PlanningPortfolio ManagementRetirement PlanningInvestments

ABOUT CHRIS STEPHENSON

Prior to joining Steadyhand I worked for a major bank advising clients on credit /…

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Chris Stephenson — Investor Specialist & Owner at Steadyhand in Vancouver, BC, CA | Unifers