The Stephen Shostak Group
Stephen Shostak
Wealth Planner
Calgary, Alberta
About Stephen
Stephen Shostak is an experienced financial professional who understands that you have many possible paths available to you when seeking to establish a secure and abundant financial future. Yet, without the proper guide to help you discern between options, the road ahead can seem like a tangled maze. With expertise in retirement planning and risk management, Stephen knows the terrain and can help you determine the way forward that is most suitable for you.
Stephen has had a lifelong interest in finance and has been helping people to navigate the financial world for over 20 years. He holds a Bachelor of Commerce degree in Finance with a specialization In Investment Finance and has been recognized with the highest designation from the Canadian Securities Institute.
Stephen certainly knows the value of knowledge, but more importantly he understands that you must look beneath the surface to see what’s actually going on in our current environment. In a world full of soundbites and spins, Stephen knows how to dig deeper to make sure he’s getting the full picture and can advise you with complete information.
To kick back, Stephen enjoys activities like skiing, tennis, hockey, going to hear live music, camping, fishing, cooking, and hanging out near or on the water with friends and family.
Optimize's Approach to Wealth Management
The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.
For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.
The cornerstone of the Stephen Shostak Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Stephen provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. David Taylor and Brian Wells are the Portfolio Manager and Associate Portfolio Manager who advise and manage client investment accounts, while Stephen helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*.
*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.
Please know that Stephen Shostak is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.
Contact
stephen.shostak@optimize.ca
403-640-4578
403-703-4577
Office Location
The Stephen Shostak Group
David Taylor
Portfolio Manager
Brian Wells
Associate Portfolio Manager