Stephanie O'Mahoney

Head of Operations & Portfolio Management at Super Advisor

Speaker

Steph has been in wealth management for over 10 years. She worked with 3 of Canada's banks in various roles across the industry before becoming an Associate Advisor and then Investment Advisor at Canada's largest wealth manager. Driven by a desire to serve a broader range of clients, she joined Wealthsimple as an Associate Portfolio Manager which brought with it a passion for improving access to wealth tools to Canadians. This calling inspired her to join Super Advisor, where their team has a dream to create the best platform for independent advisors to build their dream businesses.