4000 4th Street SE, Suite 218, Calgary, AB T2G 2W3View on Map »

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Financial Planner, Calgary Alberta AB, Stephanie Stewart, CFP

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Stephanie Stewart, CFP®, CLU, CHS, CEA, FMA, TEP

Certified Financial Planner®

Stephanie is a CERTIFIED FINANCIAL PLANNER® professional with over 25 years experience in wealth management and financial planning. She created Affluence Partners Inc. to provide customized advice and solutions to busy professionals, business owners and their families. Using wealth creation strategies that are usually reserved for the top 1% of the population, she assists her clients in creating sustainable real wealth. 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 stock- broker with TD Greenline Investor Services in 1995.

Stephanie lives in Calgary, Alberta with her husband Shawn and son.

Degrees and Designations

  • CEA - Certified Executor Advisor
  • FMA - Financial Management Advisor
  • TEP - Trust and Estate Practitioner
  • RWM™ - Real Wealth Manager
  • Bachelor of Science (BSc) - University of Alberta

Professional Associations

  • Advocis - Financial Advisors Association of Canada
  • FPSC - Financial Planning Standards Council
  • STEP - Society of Trust and Estate Practitioners
  • SRWM - Society of Real Wealth Managers™ founding charter member

Joseph Wagner, CFP®, RWM™, CHS, EPC

Certified Financial Planner®

I provide independent financial advice to ensure that every investment funds portfolio review for a client is based on unbiased research.

I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client's financial need analysis are addressed in a manner consistent with personalized financial service practices.

Combined with my dedication to my clients, my long term experience in offering financial planning services allows me to provide unparalleled expertise when helping my client to build their wealth while minimizing their taxes.