Stephen Shostak has 20 years of experience in financial services. He understands that there are various options for establishing a secure and abundant financial future. And without proper guidance, he knows it can be difficult for clients to make decisions. Focusing on retirement planning and risk management, Stephen helps his clients determine the way forward that best aligns with their goals and values.
Stephen understands that knowledge and education are valuable. He holds a Bachelor of Commerce degree in finance, specializing in investment finance. For his clients, he stays on top of economic trends and market shifts, breaking key themes down into comprehensible formats so his clients can make informed decisions.
When he’s not working, Stephen enjoys being active through skiing, tennis, and hockey. He’s also interested in live music events, camping, fishing, cooking, and being near the water with friends and family.