fbpx Stephanie Wolfe | Advisorsavvy
Change your cover photo
stephanie.wolfe
Change your cover photo
Stephanie Wolfe

Founder, CEOWolfe Collective Wealth, Inc.Toronto, Ontario

I’m Stephanie, the founder of Wolfe Collective Wealth, educator, speaker, wife, mom and passionate financial expert. I spent 15 years in wealth management before making the transition to a financial coach and mentor.

I’m obsessed with helping ambitious women take control of their money, learn to invest, and confidently bring their richest goals to life.

I believe in creating a safe space to learn about money, without feeling guilt or shame for your current financial situation. I believe in using language that makes sense, without the jargon and confusion. And I believe you can live your richest life, gain clarity and confidence when it comes to investing, and having a plan in place for a secure financial future brings peace of mind.

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Education & Fluency Planning Investment Planning Works Remotely

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Coach

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Nova Scotia Ontario Prince Edward Island Saskatchewan

Certification/Additional Courses ?

AFCC® CSC®️

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

I don't sell financial products
Subscribe now and get 12 Smart Questions Everyone Should Ask Their Financial Advisor