VANCOUVER, BC, October 31, 2023 – Arbutus Financial Services, a leading full-service financial advisory firm and a proud partner of Navacord, welcomes Stephanie Hockin, CFP®, RRC®, as a Financial Planner and Retirement Specialist, effective October 16, 2023. Stephanie brings with her 30 years of experience in private banking, mortgage planning, and wealth management.
In recent months, Arbutus Financial Services has announced several strategic partnerships focused on deepening and strengthening the financial planning services we offer to our valued clients. With Stephanie joining our team, we continue this phase of growth.
“The addition of Stephanie is beyond exciting for us and, by extension, our clients. Her distinguished career at a major Canadian bank in Vancouver and Vancouver Island speaks volumes about her extensive experience helping businesses and individuals. In addition to financial services, Stephanie was a business owner for a number of years. What sets her apart is her venture into business ownership,” says Neil Menzies, Arbutus Financial Services President. “Not many financial planners or advisors can offer this unique combination of corporate banking wisdom and entrepreneurial spirit. Stephanie is a huge asset to our team.”
Stephanie will be assisting our clients on Vancouver Island and in Vancouver.
Founded in 2014 and headquartered in Toronto, Navacord is one of Canada’s top four commercial insurance brokerages and a leader in risk management services with more than $3 billion in premiums. From commercial and personal insurance to surety, employee benefits, retirement consulting, wealth management and financial planning, Navacord leverages national strength and resources with the local-touch service of industry-specialized Navacord Partners to deliver the trusted advice, expertise and custom insurance and financial solutions our clients need to face the future with confidence.