First Vice-President, Portfolio Manager
MBA, CPA, CA, CFP, TEP, CIMmore
Toll Free: +1 (800) 488-8688
Fax: (416) 229-5901
The Tepner Team
At The Tepner Team we are driven by our clients' financial and personal goals and dreams. We have extensive experience dealing with the needs of business owners, professionals, senior executives, retirees and the nearly-retired. We also understand the unique financial and emotional challenges faced by individuals who have recently received financial windfalls, from inheritances, divorce and insurance settlements, widowhood, sales of businesses and properties, employment severance packages and lottery winnings.
We expertly guide our clients through all aspects of wealth management and estate planning, including financial planning, tax planning, investment portfolio management and insurance-based solutions. Our affiliation with CIBC and our access to key people in the financial and business communities means that we can draw on the expertise and knowledge of a wide range of established professionals to make educated decisions and provide customized solutions for our clients, ensuring that "it all fits together" in a tax- efficient manner that properly reflects their wishes.
The depth of our knowledge and the strength of our team is what sets us apart. We do not seek to be a "one size fits all" advisor to the masses. We take the time to get to know each one of our clients, and we maintain regular contact with them so that we can stay abreast of their current needs as they evolve. We strive to enhance the quality of our clients' lives by creating and implementing personal wealth management strategies to meet the distinct needs of each client at every life stage.
As a testament to the integrity and quality of our business practice, Stanley Tepner is First Vice President at CIBC Wood Gundy as well as a long standing member of the firm's prestigious Chairman's Council.
In summary, we believe our clients' interests always are our top priority, addressing them through:
• An experienced team of financial and investment problem solvers;
• Our in-depth knowledge of personal tax planning strategies;
• An efficient and responsive service staff;
• Avoidance of conflicts of interest; and
• Personal trusted advisor relationships.