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Stephen Erochko

Stephen Erochko

Principal Consultant

Followers of Stephen Erochko267 followers
location of Stephen ErochkoToronto, Ontario, Canada

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  • Timeline

  • About me

    Senior Portfolio Manager and Financial Planner at RBC Dominion Securities

  • Education

    • University of Waterloo

      1988 - 1993
      Bachelor of Mathematics Business Administration and Information Systems

  • Experience

    • IKON Technology Services

      Jan 1995 - Jan 2001
      Principal Consultant

    • Investors Group Financial Services Inc., I.G. Insurance Services Inc.

      Mar 2002 - Apr 2012
      Senior Financial Consultant

    • RBC Dominion Securities

      Apr 2012 - now

      • Senior Portfolio Manager and Financial Planner

        Dec 2021 - now

      • Vice President, Portfolio Manager and Financial Planner

        Mar 2020 - Dec 2021

      • Portfolio Manager and Financial Planner

        Jul 2017 - Mar 2020

      • Investment Advisor and Financial Planner

        Apr 2012 - Jul 2017

  • Licenses & Certifications

    • Certified International Wealth Manager

      Jan 2014

    • Certificate in Advanced Investment Advice

      Canadian Securities Institute
      Jul 2013

    • Fellow of the Canadian Securities Institute

      Canadian Securities Institute
      Jun 2011

    • Chartered Strategic Wealth Professional

      Canadian Securities Institute
      Dec 2009

    • Financial Management Advisor

      Canadian Securities Institute
      Sept 2005

    • Certified Financial Planner

      Financial Planning Standards Council
      Jan 2003