Investment advisor @ Hollis Wealth (January 2013 - August 2020)
Investment Advisor Financial Planner @ (June 1996 - November 2013)
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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