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STEVEN CONVILLE, MBA, CFP, CIM, FCSI

Vice President, Portfolio Manager, Investment Advisor

Home» Our team» Stephanie Vicari

Our team

Stephanie Vicari

Associate Investment Advisor

Stephanie Vicari I have over 20 years of experience working with high net worth clients. Prior to joining the predecessor firm to Macquarie Private Wealth, I was Senior Manager of Compliance and Banking at BMO Harris Private Banking, Senior Associate Investment Advisor at AIC Private Portfolio Group, Senior Investment Associate at RBC Dominion Securities Inc., and a Financial Planner at Royal Trust. I have also completed numerous securities courses, including the Professional Financial Planner Course. My support enables Steven to provide a higher level of service to our valued clients.

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.