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Stephen Roberts


Wealth Advisor,
Associate Advising Representative
Vancouver, BC


Having worked in the financial services industry for over 25 years, Stephen gained his financial expertise in roles at Bank of America and Credit Suisse, as well as at various commodity producers and developers. During his career, Stephen spent over a decade working in London, UK advising institutional portfolio managers and hedge funds as they invested in the US equity market.

Stephen holds a B.A. in International Relations from the University of British Columbia as well as the Chartered Investment Manager (CIM) designation. Born and raised in Vancouver, Stephen enjoys an active lifestyle that includes regularly playing golf, tennis and squash, as well as spending time in the mountains.

Stephen served on the board of the Capilano Golf & Country Club and is involved in fundraising efforts with SPARKLE, a benefit that supports the BC Women’s Hospital & Health Foundation. He loves spending time with friends and family.

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