It's a pleasure to meet you!
Bogdan Stetic CFP, CIM, CEPA
Financial Planner, Investment Advisor
As a highly skilled financial advisor with over two decades of experience in the industry, Bogdan holds an Honours Bachelor of Science degree from the University of Toronto, majoring in Economics and Applied Statistics. This solid academic foundation enhances his ability to deliver thoughtful, well-informed guidance through his financial planning services.
He has held the Certified Financial Planner® (CFP®) designation since 2007 and is a Chartered Investment Manager® (CIM®), showcasing his commitment to maintaining the highest standards of professionalism and ethics in wealth management.
As one of the few professionals in Canada to hold the Certified Exit Planning Advisor (CEPA®) designation, Bogdan brings specialized expertise in helping entrepreneurs grow, protect, and prepare their businesses for a successful transition.
Recognizing the ongoing challenges clients face in today’s market, Bogdan is dedicated to providing personalized financial planning services tailored to each individual’s needs. His goal is to empower clients to make informed decisions and approach their financial future with greater clarity and confidence.
Patricia Fraser
Administrative Assistant
Patricia Fraser has four years of experience supporting teams of up to six financial advisors at Manulife Wealth, managing reporting for up to 15 advisors. She has also served as an Executive Assistant, providing high-level support in a fast-paced financial planning services environment. With prior experience as a Branch Administrator and a solid foundation in accounting, Patricia brings over 26 years of customer service experience, exceptional communication skills, and a commitment to delivering a high standard of client care. She is dedicated to supporting Bogdan Stetic and his clients in their wealth management needs with professionalism and efficiency while continuing to expand her knowledge within the financial industry.
