Introducing Stephen Maroof
Stephen is an award winning financial professional with over 20-years of experience in the financial and business advisory services industry. Fluent in both English and French, Stephen provides holistic investment planning to high net worth and ultra-high net worth individuals, business owners and retirees in Montreal and surrounding areas.
Stephen and his team pride themselves on providing exceptional, end-to-end client service. The holistic approach they take includes: customized investment portfolios, strategic asset allocation, risk reduction, tax planning, comprehensive estate and corporate planning, insurance planning, retirement planning and charitable giving.
Stephen provides a family office approach, with a large and diverse network of professionals he works with, both inside and outside of Raymond James.
Stephen earned an Honours Bachelor of Commerce degree in Finance and Accounting from McGill University. He subsequently earned a Graduate Diploma in Chartered Accountancy, and completed his Canadian Securities courses with Honours. He is committed to continuous education in the areas that most benefit his clients.
An accomplished public speaker, Stephen has given many seminars to business owners and their employees, retirees and one-on-one financial education seminars to the young families of his clients. In addition, he has volunteered his time at YES Montreal to give seminars to young entrepreneurs on how to write an effective business plan.
Stephen is highly sought after for his approachable and always accessible personality. Using a disciplined investment management process and the considerable resources at Raymond James, each client receives customized and tax-efficient strategies that suit their individual needs, now and in the future.
Stephen prides himself on being a consistent top performer and was recognized with the Pillar Award and as the #1 Advisor in the region in four consecutive years with his previous firm.
Stephen is happily married and a proud father of three beautiful children.
