It's a pleasure to meet you!
Bogdan Stetic CFP, CIM, CEPA
Financial Planner, Investment Advisor
As a highly skilled financial professional with over two decades of industry experience, Bogdan holds an Honours Bachelor of Science degree from the University of Toronto, with a double major in Economics and Applied Statistics. This strong academic foundation supports his ability to provide thoughtful, well-informed guidance to his clients.
He has held the Certified Financial Planner® (CFP®) designation since 2007 and is also a Chartered Investment Manager® (CIM®), reflecting his commitment to maintaining the highest standards of professionalism and ethics.
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 position their businesses for a successful transition.
Recognizing the ongoing challenges clients face in today’s market, Bogdan is dedicated to providing personalized advice tailored to each individual’s needs. His goal is to help clients make informed decisions, and approach their financial future with greater clarity and confidence.
Patricia Fraser
Administrative Assistant
Patricia Fraser has four years of experience with Manulife Wealth, supporting teams of up to six advisors and managing reporting for up to 15 advisors. She has also served as an Executive Assistant, providing high-level support in a fast-paced advisory environment. With prior experience as a Branch
Administrator and a strong 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 with professionalism and efficiency while continuing to expand her knowledge within the financial industry.
