Assistant Branch Manager
Stephen Polonoski is an Investment Advisor and acts as the Assistant Branch Manager of the Waterloo location. Although he has resided in Kitchener-Waterloo for the last 18 years, Stephen began his financial career in Toronto and has never stopped showing the tenacity that he developed on Bay Street. Stephen has worked as an Investment Advisor for over two decades, with a commitment to providing unbiased and unrivaled investment advice through working for strong independent firms.
Stephen is known for strengths in technical analysis, market timing and individual security selection. Many of these skills have been a result of experience and relentless professional development. Stephen worked hard towards being fluently trilingual in English, French, and Spanish. After receiving two degrees from Lakehead University, he successfully completed his Professional Financial Planner, Derivative, Option and Commodities and Option Supervisor courses, in tandem with the Branch Manager Designation, proving his reliability with clients and coworkers alike. Professional betterment is never-ending with Stephen as he has also completed his Financial Management Advisor designations, and most recently his Portfolio Management Techniques course and Derivatives Market Specialist.
In combining his experience with a diverse group of clients, his proficient technical analysis skillset, and his proactive and decisive nature, Stephen is able to provide valuable information and guidance that is essential to helping investors thrive. He prides himself on creating positive client experiences and building inclusive relationships that involve client input while still providing his versatile knowledge and advice throughout the entire investment process.
Stephen’s success is not contained to the financial landscape as he has recently earned his Brown Sash in Kung-Fu, further demonstrating his ability to skillfully adapt to alterative settings while attaining favourable results. Aside from his career and his martial arts training, Stephen finds his happiest moments travelling, skiing and spending time with his family.
Janeth is experienced at providing client services support in the areas of administration, documentation, systems organization and online client access. Janeth is trilingual in the official Canadian languages of French and English, and also fluently speaks Spanish, in order to help serve our Spanish speaking clientele. Janeth is happily married to Stephen and also regularly attends many business building and client servicing events along with Stephen.
Lucas was recently brought onto the team to assist with marketing, branding and client support tasks. He is currently in his third year at Wilfrid Laurier University, seeking his Honours Bachelor of Business Administration degree with a concentration in Finance. Lucas will also focus on special events organization, business development and research.