Stacy Levitt

equipe

Investment Associate

CFP

Spoken languages : English

I believe that personalized service is essential for a good working relationship with our clients.  It is that belief that allows me to be successful in both my roles as the team Administrator and Financial Planner.

My rich background in personal banking and previous experience in the investment industry ensure that our daily administrative tasks are carried out efficiently and effectively.  Understanding your unique needs and services you might require is the key to our success.

The basis of financial planning is the recognition that everyone’s economic and life situation is different. As a Financial Planner, my focus is to learn about your situation and financial goals. Together, we will build a custom-tailored financial plan that meets your needs.  We will continue to work together over the years to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.