Stanley joined Assante in 2006. He is licensed to provide advice on investments and insurance*. Stanley holds a Master of Finance degree from Queen's University and is a CFA charterholder, a member of the CFA Institute and the Toronto CFA Society. In addition to providing clients with advise on their investments, Stanley is a licensed mortgage broker through Mortgage Edge.
Published content areas
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Wealth Advisor Insurance Advisor
Published profile evidence
Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Wealth Advisor Insurance Advisor
Stanley joined Assante in 2006. He is licensed to provide advice on investments and insurance*. Stanley holds a Master of Finance degree from Queen's University and is a CFA charterholder, a member of the CFA Institute and the Toronto CFA Society. In addition to providing clients with advise on their investments, Stanley is a licensed mortgage broker through Mortgage Edge.