Client Relationship Manager
As Client Relationship Manager, Stephane takes the lead for some client relationships and servicing.
Before joining Wealth Strategies Stephane worked at Alterna Savings as a "Personal Banking Officer" since 2018. He started in 2018 as a teller and moved up in roles after finishing school in April 2020 with an Advanced Diploma in Business Administration - Finance from Algonquin College.
Over his 4+ years with Alterna he did almost every branch task including but not limited to; mutual fund and GIC investments, mortgage refinances and HELOCs and spent a lot of time teaching the basics of registered products and government programs and helped clients incorporate them into their financial/retirement plans based on income, life stage, etc. He was also the branch business account manager, the deceased accounts manager and acted as branch manager when necessary.
He is currently enrolled in the CFP Education Program and he also completed the CSC certification in September 2020.