Stephen Roos Email & Phone Number
Senior Investment Advisor @ Mandeville Private Client Inc.
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Stephen Roos Location
- Ottawa, ON, CA
Stephen Roos Work
- 2020 -now Senior Investment Advisor @
- 2013 -2020 Investment advisor @ Hollis Wealth
- 1996 -2013 Investment Advisor Financial Planner @
Stephen Roos Education
- Certified Financial Planner
CFP (Financial Planning)
1998-1999 - Carleton University
BA (Economics)
1974-1991
Stephen Roos Summary
- Stephen Roos, based in Ottawa, ON, CA, is currently a Senior Investment Advisor at Mandeville Private Client Inc.. Stephen Roos brings experience from previous roles at Hollis Wealth and Dundee Wealth. Stephen Roos holds a 1998 - 1999 CFP in Financial Planning @ Certified Financial Planner. Stephen Roos has 1 mobile phone numbers on RocketReach.
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