Stephanie Stewart
Portfolio Manager @Designed Wealth Management
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WORK HISTORY
Portfolio Manager @Designed Wealth Management
Calgary, AB, CA
Behaviour is the most influential driver of your financial success. We\'ve designed our business around creating predictable and consistent client experiences to develop and support the achievement of your goals, because we want you to succeed!Our investment process combines the benefits of asset allocation, active investment management, technical & fundamental analysis, consistent monitoring and independent thinking when developing our portfolios. Our proprietary wealth management process is focused on minimizing the downside capture of our client\'s portfolios while simultaneously optimizing upside participation and is the secret to investing success and achievement.We are licensed to provide residents of Alberta, BC & Saskatchewan with many different kinds of investments. These include: Canadian & US Stocks & Exchange Traded Funds (ETF\'s), Bonds, Mutual Funds, Pooled Funds, Private Equity, Private REITS, Hedge Funds and Canadian & US Options.Designed Securities Ltd (“Designed”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Affluence Partners Wealth, an approved trade name of Designed. Only investment-related products and services are offered through Designed/Affluence Partners Weath of Designed Securities Ltd and covered by the CIPF. Financial Planning and individual insurance services are provided through Affluence Partners Inc. Affluence Partners Inc is an independent company separate and distinct from Designed/Affluence Partners Wealth of Designed Securities Ltd.
EDUCATION
University of Alberta
BSc, Biological Sciences
SKILLS
ABOUT STEPHANIE STEWART
I help busy professionals and business owners become financially independent and retire early.Most professionals focus on building up the total value of their nest egg during their working lives without giving much thought to the effect of their account type and asset location will have on the distribution phase. Unfortunately, this leaves many losing access to government retirement benefits and paying more income tax than necessary at a time when every after-tax dollar is directed to fund their preferred retirement lifestyle.I partner with successful professionals and business owners who are within 15 years of retirement.I have the technical expertise and experience necessary to advise those who have a shortened retirement runway due to an extensive post graduate studies requirement of their profession or delayed retirement savings due to the prolonged capital intensive period of time required to start a successful business from the ground up.How I am different:My strategies have strong roots in math & science.Using wealth creation strategies that are usually reserved for the top 1% of the population, I assist my clients in creating sustainable real wealth through my proprietary F.I.P. process. This unique approach focuses on growing your REAL Money, defined as what you keep after fees, taxes and inflation.I possess the technical expertise, relevant experience and multi disciplinary team of professionals necessary to handle the unique and complex tax, trust, retirement and estate planning needs of successful professionals and business owners. I am a lifelong learner and have tailored my education to meet the specific challenges that face professionals and business owners.I work with people how are serious about achieving financial independence and maintaining it for life.If you have been referred to me, please let me know who I need to thank.“ How my social media page is used: ”
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