As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Stephen Cox, CFP
Desjardins Financial Security Investments Inc.
A financial professional since 1996, Stephen Cox has over two decades of experience guiding retirees and pre-retirees toward their financial goals through the ups and downs of the economy. The hallmark of his services is his personalized, comprehensive approach.
"I emphasize personalized service," Steve says, "because everyone has different financial goals and is best served by strategies customized for his or her unique needs and core values. By offering comprehensive services, I can design strategies for all aspects of a client's financial life and weave the strategies into a coherent financial plan so all aspects work together efficiently." Steve also holds a license for life insurance and is registered for the sale of mutual funds in Ontario, Nova Scotia and Newfoundland.
In addition to the in-depth knowledge that comes from experience, Steve brings to clients extensive education, including a Bachelor of Commerce from Saint Mary’s University and the designation of Certified Financial Planner® (CFP®) professional. Earning that designation required advanced coursework that trained him to help clients with virtually all their financial needs, from financial and retirement planning to cash-flow and long-term care planning.
Due to his professionalism, Steve has earned membership in the Million Dollar Round Table, considered the standard of excellence in the financial services industry. An even greater tribute to him is his loyal, growing clientele.
Away from work, Steve serves the community through a number of charitable organizations. His leisure activities include spending time with his wife and son in the great outdoors.