Our philosophy is to take a client centric approach that integrates and organizes all aspects of our client’s personal and corporate finances. We work closely with our clients to develop a comprehensive and effective financial plan, dedicated to the creation and conservation of capital over time.
Bryan Stephenson, CFA
Bryan joined Granville West as an independent financial advisor in 2007, bringing with him extensive knowledge and experience in the Financial and Investment service industry. Prior to Granville West, Bryan spent seven years with two of Canada’s top financial service firms, Mackenzie Financial and Transamerica Life Canada. In 2006 he successfully completed the Chartered Financial Analyst (CFA) designation. He is passionate about providing the highest level of expertise developing personalized financial plans for his clients.
Chartered Financial Analyst (CFA)
Professional Financial Planner
The Estate Planning Council of Vancouver
Financial Advisors Association of Canada (ADVOCIS)
Phone: 604-687-5570 ext. 304.
After graduating from the Toronto School of Business with a diploma in business, Natalie graduated from the University of Toronto with a Bachelor of Science (Hons.) degree. She then spent a year at a university in Hong Kong, learning the principles of law and finance. Natalie returned to Canada and completed the academic and licensing requirements which qualify her to assist clients in achieving their financial goals through insurance planning. She joined Bryan Stephenson at Granville West in April of 2010. When not in the office, Natalie can be found on the ski slope, ultimate field, tennis or volleyball courts.