Stephanie Carter
About Stephanie Carter
Stephanie Carter serves as an Associate Consultant at Carter & Associates Private Wealth Management, where she has worked since 1993. She employs a holistic approach to wealth management, focusing on multi-generational clients and the importance of family.
Work at IG Wealth Management
Stephanie Carter has served as an Associate Consultant at IG Wealth Management since 1993. With over 31 years of experience in this role, she operates primarily in the Kitchener/Waterloo and Wingham areas. Her work involves providing comprehensive wealth management services, where she applies her expertise to assist clients in achieving their financial goals.
Education and Expertise
Stephanie Carter studied at Georgian College from 1988 to 1990, where she earned a Diploma in Legal Secretary. Prior to this, she attended Norwell D.S.S. from 1984 to 1988, achieving her high school diploma. Her educational background supports her professional role in wealth management, where she employs a holistic approach to financial planning.
Background
Stephanie has been involved in managing family cottages available for rent at Sauble Beach, Ontario, since December 2006. This experience contributes to her understanding of asset management and the importance of family-oriented financial planning. Her work with multi-generational clients highlights her commitment to fostering family relationships in wealth management.
Client Relationship Focus
In her role, Stephanie emphasizes the importance of building long-term relationships with clients. She values trust and loyalty, which are essential components of her approach to wealth management. By working closely with clients, she aims to create tailored financial strategies that reflect their unique needs and family dynamics.