Stephen Miziolek

Insurance Specialist, Raymond James Financial Planning Ltd. (Canada)

Stephen Miziolek is a seasoned financial professional with extensive experience in estate and insurance services. For over 40 years, Stephen has been helping individuals and businesses protect their assets and income through the critical stages of their financial lives - Accumulation, Distribution, and Conservation. His expertise is rooted in creating tax-efficient plans that are tailored to the unique needs of each client.

Stephen’s knowledge and experience have been of great value to many clients. He works closely with investment advisors and other professionals to employ the most current products and concepts to build programs that ensure the tax-efficient transfer of wealth. As a CERTIFIED LIFE UNDERWRITERTM (CLU), Stephen offers expertise in estate creation and continuation, business succession planning, charitable giving, wealth preservation, tax minimization, critical illness, and long-term care.

Financial planning is a process, not an event, and Stephen takes care to help clients evaluate their position and apply practical and financially sound solutions to achieve their goals. Whether you are an individual or a business, Stephen provides flexible and convenient plans that allow you to enjoy your life without worrying about your finances.

Stephen is steadfast in his commitment to helping clients build, preserve and transition their wealth in the most tax-efficient manner, according to their priorities.

Contact Stephen Miziolek today to schedule a consultation and start your journey towards financial security.