Limited Transparency: Information about fees, investment strategies, and performance is not readily available on the company website, requiring direct inquiries for detailed information.
Regulatory Status
Regulation:
StephenAvenue operates under the regulatory jurisdiction of prominent global financial authorities. It currently operates under Canada's Investment Industry Regulatory Organization of Canada (IIROC) regulation, demonstrating StephenAvenue's commitment to upholding the highest standards of financial operations.
Safety Measures:
The company does not disclose their security measures on their website, you should contact the company and seek for clarification directly before committing any actual trading to ensure it aligns with your financial tolerance.
Services
StephenAvenue Securities Inc. offers a comprehensive suite of services across three main categories: Portfolio Services, Investment Services, and Wealth Management.
In Portfolio Services, the firm assists clients in assessing their risk tolerance, time horizons, and expected returns, using expertise, tools, and research to create personalized investment plans.
Their Investment Services involve direct involvement of advisors in the investment decision process, guiding clients to suitable products and services based on their financial goals and risk profiles.
In Wealth Management, StephenAvenue's wealth managers use a consultative approach to help clients navigate the financial landscape, ensuring clients maintain control over their portfolios while benefiting from expert advice tailored for income, growth, or speculative investment strategies.
Customer Service
StephenAvenue Securities provides multiple customer service channels, including direct phone support at 416-479-4478 and toll-free at 1-844-540-2018.
Clients can also reach out via fax at 416-866-4141 or email at mcappuccitti@stephenavenue.com for Toronto, and client.care@stephenavenue.com for general inquiries.
Additionally, a contact us form is available on their website for further assistance.
If you want to visit the company in person, their head office address is 402 - 217 Queen St. W.
Toronto, Ontario M5V 0R2.
Conclusion
StephenAvenue Securities Inc. stands as a prominent Canadian-owned wealth management and capital markets firm with a strong presence in Toronto and Calgary. Renowned for personalized investment advice, trading services, and corporate finance solutions, the company prioritizes client relationships and adherence to high industry standards. With a commitment to excellence and regulatory oversight by IIROC, StephenAvenue Securities ensures trust and satisfaction among its diverse clientele.
Frequently Asked Questions (FAQs)
Is StephenAvenue regulated by any financial authority？
Yes, it is regulated by IIROC.
What types of products and services does StephenAvenue provide？
StephenAvenue provides financial services including investment advice, trading and corporate finance services, wealth management, corporate finance solutions etc.
Is StephenAvenue suitable for beginners？
Yes, StephenAvenue Securities is suitable for beginners, offering personalized investment advice and a range of services tailored to meet varying client needs and risk tolerances. Their wealth managers and investment advisors assist in navigating the financial landscape, ensuring newcomers receive guidance aligned with their goals and levels of experience.
Risk Warning
Online trading involves significant risk, and you may lose all of your invested capital. It is not suitable for all traders or investors. Please ensure that you understand the risks involved and note that the information provided in this review may be subject to change due to the constant updating of the company's services and policies.
Canada
