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CIRO -Canadian Investment Regulatory Organization | CIPF – Consumer Investor Protection Fund

Stephanie Stewart is registered to provide investment advice and products to clients residing in the provinces of Alberta, Saskatchewan and British Columbia. Investment products, including securities, mutual funds and bonds are provided by Designed Securities Ltd.

Stephanie Stewart is an Associate Portfolio Manager and is also licensed for the sale of insurance products.  Stephanie Stewart is registered through separate organizations for each purpose, and as such, you may be dealing with more than one entity depending on the services and products discussed. The name of the entity being represented should correspond to the business being conducted. Affluence Partners Inc and Affluence Partners Wealth of Designed Securities Ltd. (DSL) are separate legal entities. Affluence Partners Wealth is an investments trade name of DSL.  DSL is regulated by the Canadian Investment Regulatory Organization (CIRO) and Member of the Canadian Investor Protection Fund (CIPF.ca). Investment products are provided by DSL and include, but are not limited to, mutual funds, stocks, and bonds. Stephanie Stewart is registered to provide investment advice and solutions to clients residing in the provinces of Alberta, Saskatchewan and British Columbia.

Any advice which may be given in respect of non-securities services is given by Stephanie Stewart solely and no such advice is given in their capacity as a registrant of DSL. Canadian Investor Protection Fund (CIPF) coverage is available to CIRO Dealer Members and does not offer protection, within limits, on non-securities products not held by a Member.

Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, DSL is not providing and does not supervise any of the above noted activities and you should not rely on DSL for any review of any non-securities services provided by Stephanie Stewart and Affluence Partners Inc.

This website is for informational and reference purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.

The opinions expressed are those of the author and do not necessarily reflect those of DSL. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication, and subject to change without notice.

By accessing links to external websites, you will be leaving this website, and Affluence Partners Inc and Affluence Partners Wealth of Designed Securiteis Ltd are not responsible for the information contained on these external websites. 

Content may not be reproduced or distributed without the consent of Stephanie Stewart.