Stephanie Vincec is an experienced and knowledgeable financial advisor with more than 20 years of experience in the financial industry. She has worked with a vast array of financial products ranging from structured products, life insurance, segregated funds, guaranteed products and mutual funds. Her past positions have included Vice President of Investment Sales at One Financial and VP of Sales at Desjardins Financial Security. She holds her PMP and MBA designation and wrote her research paper on the state of financial literacy in Canada. She launched a company called Ten Toonies Financial Literacy for Kids in 2017, helping to educate children to become financially independent adults.
Over her years as a financial advisor, she has worked with hundreds of clients to help them choose, invest, and manage their financial plans.
As a financial advisor, Stephanie’s main goal is to help you make well-informed decisions on what types of investments are right for you. She also emphasizes the need to adjust investment plans as your goals and needs change. She will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that she devotes to her own.
Stephanie looks forward to being your trusted advisor and expert resource as you build a secure portfolio of investments. Contact Stephanie by email or phone and let’s get to work on your future.
Email: svincec@keybase.com
Phone: 289-221-4100