Stefan Linden, Senior Investment Advisor


Designations: Bachelor of Arts (Psychology), University of Waterloo | CIM ®

Languages Spoken: English, French & German

Stefan is Licensed in both Canada and the US as a Registered Representative. Stefan is Options & Futures Licensed.


About Stefan:

Stefan focuses on developing new relationships and managing existing private wealth clients alongside Andrew and James. His insight into the markets and sharp analytical skills ensure clients receive the most up-to-date recommendations. Stefan brings a fresh perspective to building and re-balancing custom investment portfolios for our clients.


Ask Me Anything

Q: Best book you've ever read?

A: Of Mice and Men - John Steinbeck.

Q: If you could travel anywhere in the world, where would it be?

A: My goal is to travel to every continent (including Antarctica).

Q: Other than working for our awesome team, what are you most passionate about?

A: Outside of work, Stefan is busy with his three daughters, but when he can escape, you might find him playing squash, golfing or fishing.

Q: Best advice you ever received?

A: "Don't wait for tomorrow, do it all today!.”
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James Barrie | Investment Advisor