Verified recordFinancial Services

Mark Stepan

Investment Advisor and Financial Planner at Rbc Wealth Management

Based in Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Canada

Industry

Financial Services

Company size

8.3K

Contact information

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Email

1 credit

m•••••••@rbcwealthmanagement.com

Phone

5 credits

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Background

About Mark Stepan

As a partner at Taron Berard Stepan Private Wealth of RBC Dominion Securities I am dedicated to helping families overcome financial challenges and build a foundation for lasting prosperity. With nearly two decades of dedicated expertise, I've had the privilege of advising some of Canada's most prosperous families, crafting bespoke wealth management strategies to navigate life’s pivotal moments. Outside of my professional life I am a proud husband and father to four active young children. I am excited to explore with you how our approach and expertise can help grow more than just wealth.

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