Change your cover photo
Stephanie Wolfe | Founder, CEO | Toronto
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