About Us
Stephanie Stewart
CIM, CIWM, DMS, FCSI, RWM
Associate Portfolio Manager
stephanie@affluencepartnerswealth.com
Stephanie is a CERTIFIED FINANCIAL PLANNER® professional with over 25 years experience in wealth management and financial planning. She created Affluence Partners Wealth to provide customized advice and solutions to busy professionals, business owners and their families.
Using wealth creation strategies that are usually kept exclusive to ultra high net worth families and corporations, she helps her clients accelerate their pace toward achieving their financial goals. Stephanie’s unique approach and process allows her clients to successfully navigate through important life transitions, such as marriage, divorce, retirement, business succession, and career changes confidently.
Prior to launching her practice 2012, Stephanie worked as a consultant for several investment management firms meeting with financial advisors across Western Canada to provide strategic advice on investment concepts and practices. She began her financial services career as a stockbroker with TD Greenline Investor Services in 1995.
Stephanie lives in Calgary AB with her husband and son.
Our Clients
Retiring Soon?
Are you wondering what retirement would look like if you had to retire tomorrow? What about 5 years from now? Are you curious about what level of income your current retirement savings path will provide? If you answered yes, we work with people like you.
Our retirement income strategies have deep roots in math and science. We approach the retirment cash flow equation of funding your lifestyle for the next 25 to 40 years without an employer paycheque and not running out of money or income in the process.
Our customized process weaves your values, preferences and desired lifestyle into the fabric of your retirement income strategy.
We love helping our clients to get the most our of their available resources so they can live their best life and enjoy their retirement.
Business Owners
We provide specialized advice tailored to the specific financial challenges and unique opportunities of running your business. We focus on providing advice that creates financial flexibilty as well as creating a hedge against future uncertainty so that your business can grow, without you having to worry about inflation, increased taxes and other expenses.
Executives with Equity Compensation
We have helped excutives with equity compensation and registered pension plans as part of their employment agreement since 1996. Whether you are looking to keep all of your employer stock while diversifiying away some of the concentration risk, or you are looking for someone with the extensive trading experience to assist with your exercise and subsequent sale of your employee stock options or restricted stock units (RSU's) we have the experience and ability to help.
If your employer is a Canadian Controlled Private Corporation and you are one of the fortunate few with equity compensation or have been given the opportunity to buy into your firm, your situation is complex and will benefit from our advanced financial planning expertise in trusts and corporate structures including holding companies.
HENRY's
Are you a young high income earner looking for advice that will help you fast track to your financial and personal goals? If you are, then you are a HENRY (High Earner, Not Rich Yet). Our fast track to financial indpendence prorgram is designed around your personal preferences to help you manage your day-to-day cash flow, eliminate all debt, minimize income tax and invest wisely in your future.
Disclaimer & Regulator Information
