Stephen is not just a financial advisor, but a caring and compassionate guide on your financial journey. A decade ago, he made the courageous decision to leave banking and establish his own practice. Stephen's warm and welcoming approach creates a comfortable environment for his clients.
Drawing on his extensive knowledge of finance and investment, Stephen crafts personalized strategies that align with your unique goals. He understands that financial matters can be complex, so he takes the time to simplify concepts and ensure you have a clear understanding of your options.
In addition to retirement planning, wealth management, and risk mitigation, Stephen specializes in estate planning for business owners. He recognizes the importance of preserving your legacy and provides thoughtful guidance to protect your hard-earned assets.
What sets Stephen apart is his genuine commitment to your financial well-being. He builds strong relationships based on trust, transparency, and shared success. Stephen's clients feel valued and understood, knowing that he has their best interests at heart.
Outside of his professional life, Stephen actively supports financial literacy initiatives and gives back to the community through volunteering and mentorship. He believes in empowering others to make informed financial decisions and strives to make a positive impact beyond the realm of his practice.
With Stephen as your dedicated advisor, you can embark on your financial journey with confidence. His warmth, expertise, and welcoming nature create an environment where your financial goals are nurtured and realized. Together, you can navigate the complexities of finance and build a prosperous future.
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Sanju received his Bachelor of Commerce degree with a major in Accounting from the University of British Columbia.
He joined the tax group of Ernst & Young where he was promoted to Tax Manager and also completed the two-year In-Depth Taxation Course offered by the Canadian Institute of Chartered Accountants.
Sanju is considered to be a specialist in the area of Estate Planning for Business Owners and High Net Worth individuals.
His knowledge of tax planning strategies is cutting always on the cutting edge and he is regularly asked to teach tax planning to various groups of financial planners who concentrate on estate and wealth maximization.
