Erin Stephens, CFA

Erin Stephens is an investment counsellor at Mawer Investment Management Ltd., which she joined in 2009. In her role, Erin partners closely with clients to design personalized wealth strategies tailored to their unique circumstances and long-term financial goals. Taking a holistic approach, she works collaboratively with clients and their trusted advisors to integrate tax-efficient solutions and estate planning considerations into a cohesive financial framework. Erin is passionate about cultivating enduring relationships built on trust, transparency, and a deep understanding of each client’s financial circumstances. 

Prior to joining Mawer, Ms. Stephens worked as an account manager with Cornerstone Investment Counsel and as a client services assistant with HSI Financial. During her time at Mawer, Ms. Stephens has also served as a portfolio management analyst. 

Ms. Stephens earned her Bachelor of Arts degree with a major in economics from the University of Calgary. She is a Chartered Financial Analyst Charterholder with investment experience since 2005. 

Ms. Stephens is a member of the CFA Institute and the Calgary CFA Society.