For over 25 years Stacey has been involved in the banking, finance and wealth management space. Shortly after college, Stacey joined the industry with Laurentian Bank and left the banking finance industry to join the Echelon Wealth Partners’ team in 2016. Stacey has been a licensed Investment Representative for over 15 years providing support to quality Advisors such as Steve McBride. Stacey excels at client relationships and providing an efficient and responsive experience. Stacey ensures that your needs are met by connecting with you and liaising directly with Steve.
Stacey is married with three adult children and loves her time at their cottage in Prince Edward county. Feel free to contact Stacey or Steve about any questions you have.
To schedule a financial consultative process with an experienced independent Investment Advisor call me today.
(416) 572-5454
Email Stacey
LINKEDIN
