Stephanie O'Mahoney

My career started as a summer role in the back office of a bank and became a 15-year path across TD, BMO, RBC, Wealthsimple, and startups working to make advice more accessible. I have worked with thousands of Canadians, from people just getting started to high net worth and ultra high net worth families, and supported the management of hundreds of millions of dollars.

I have seen the high-touch private wealth world, the scaled tech-driven side, and the space in between. And no matter where I was, I kept coming back to the same conclusion: financial advice is too often built around the person who already feels comfortable in the room.