Stephen MacEachern

Stephen's earlier 10-year career in the hospitality industry was an ideal foundation for his work as a financial planner and chartered financial consultant. 

Stephen MacEachern is passionate about listening to problems before prescribing solutions and then re-positioning his clients’ family balance sheets in order to speed up the wealth creation process - whilst taking care of major risks along the journey. His focus is on high-wealth families, small business owners and professionals. Future plans which currently excite his office include using technology more robustly in delivering in-depth client research and customizing communication to help ensure maximum satisfaction as family and business needs evolve in the years ahead.

Stephen is passionate about education and learning as you will see by the number of designations he has earned. He also attends numerous education events every year to continue to build on his wealth of knowledge.

Stephen is a Past Treasurer and President of the Nova Scotia Chapter of ADVOCIS. He currently past chair of the THE INSTITUTE BOARD, and is a TFAAC board member. His commitment to education continues as he is also on the board of the Advocis Atlantic School.

He is also past treasurer for the Spryfield Lions Rink, a past member of 100 Men Who Give a Dam, along with other charitable causes.

Stephen is happily married to Carolyn and they enjoy traveling, camping and sampling wine. Away from the business, he enjoys time at CrossFit, playing guitar, golf, travelling and boating.

What Stephen can do is consolidate all of your family and/or business assets into one balanced program to help improve your asset accumulation with fewer risks along the way. Hopefully, you will be more likely to spend your golden years watching grandchildren grow instead of nervously checking your bank balance or the stock market.