Erica Stephenson

With two decades of experience in the financial industry as an Investment Advisor and Associate Portfolio Manager, Erica has the knowledge and skills to help people reach their financial potential. She specializes in strategic wealth planning and portfolio management, and works closely with clients to create opportunities that fit their unique goals. Erica’s passion stems from working with successful families who want to mitigate risk and feel comfortable investing; professionals who entrust an advisor so they can focus on their work; and entrepreneurs who welcome a result-driven team, committed to helping them reach the next level.

Erica is a licensed Associate Portfolio Manager (APM), qualifying her to manage client portfolios on a discretionary basis. She also holds the Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations, and earned a Marketing degree from the British Columbia Institute of Technology.

Outside of work, Erica enjoys spending time with her husband and young son out in the community, playdates and learning from other parents; meeting new families and friends, travelling, biking, and practicing her burgeoning cooking skills.

Contact:

www.elswealth.com
estephenson@cgf.com
604.643.7023
800.663.1899 (Toll Free Canada)
800.663.8061 (Toll Free US)
Fax: 604.643.7606
https://www.linkedin.com/in/erica-szczech/

CIM®, FMA

• Vancouver