About Macquarie

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David Bassett, BA (Econ./Poli.Sci.), CFP

Vice President, Investment Advisor

Home» Our team» Stephanie Falcon

Our team

Stephanie Falcon

BA — Investment Services Assistant

Stephanie Falcon Stephanie graduated from the University of British Columbia (UBC) in 2005 and the British Columbia Institute of Technology (BCIT) in 2006. While at BCIT, she specialized in Financial Planning. Stephanie has been in the securities industry since 2006. She runs all of our clients’ financial planning reports, prepares client portfolio reviews, and is also available to assist with client administrative queries.

Stephanie is actively involved with various non-profit charitable organizations such as the WISH Drop-in Centre Society and Canadian Blood Services. Stephanie is also fluent in Spanish.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.