B. COMM, CFP®, CIM®
Partner – Certified Financial Planner®
Investment Advisor at Blackburn Davis Wealth of Aligned Capital Partners
Stephen has been with Blackburn Davis Financial since 2010 and became a partner in 2012. With over 16 years in the industry, he understands the unique financial issues that you face as a high net worth family, incorporated professional or business owner. He utilizes a goals-based approach to his advice and is dedicated to helping you become financially empowered.
Stephen has always been known as the “numbers guy”. He began investing at the early age of 12 with his Mother’s help and it quickly became a passion of his. The guidance he received along the way inspired him to pursue his career in financial planning.
He graduated from the University of Alberta School of Business, with a major in Finance and a minor in Economics and Business Law. Stephen has completed the Certified Financial Planner (CFP®) designation as well as the Chartered Investment Manager (CIM®) and is currently working towards the Trust and Estate Practitioner (TEP) designation.
In his spare time, Stephen enjoys spending time with his family and friends, discovering a new local craft beer, downhill skiing in the winter and golfing or fishing in the summer.
Securities/Investment products are provided by Aligned Capital Partners Inc. Click here for more information.
If you could travel anywhere in the world, where would it be?
New Zealand has always been a dream.
I can’t live without…
My family & friends.
What is the best concert you have ever attended?
A very small City and Colour show in Banff, Alberta.
What is your favourite Canadian City other than Edmonton?
Hands down Vancouver on a sunny day.
What is your favourite website to waste time on?
Favourite sport to play?
PLAN. COORDINATE. COMMUNICATE.
DISCLAIMER: Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Blackburn Davis Wealth, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Blackburn Davis Wealth and covered by the CIPF. Financial planning and insurance services are provided through Blackburn Davis Financial. Blackburn Davis Financial is an independent company separate and distinct from ACPI/Blackburn Davis Wealth.