Stefan Planojevic holds a Bachelor of Commerce degree from Concordia University (B.COMM) and is a Chartered Investment Manager (CIM®). Mr. Planojevic has a diverse background in the financial services industry. Over the course of his career, he has held various positions, including group insurance specialist, wealth management advisor, and director of business development.
His career path has enabled him to acquire strong business development skills and a deep understanding of client needs. Since 2020, Mr. Planojevic has been providing high-quality guidance at every stage of his clients’ lives to help them make informed financial decisions.
