Gary Stevens has been serving his clients for over 35 years in the financial services industry.
Prior to joining Assante Financial Management Ltd. and founding Stevens Financial Services Inc., Gary was the manager for Employee Benefits and Life Insurance at a major Life Insurer, the Manager of Marketing for a Major Managing General Agency, and the owner of an MGA firm for Maritime Life Assurance Company.
Gary prides himself on his ability to listen to his clients’ needs and uses his expertise and knowledge of the industry to help them achieve their financial planning goals. As an experienced advisor in Southern Alberta for Assante, Gary remains motivated by his drive to provide the best service possible for his clients and ensuring that their needs are respected and protected as they change over time.
For many years, Gary was an active participant in the community and has volunteered his time in numerous charitable foundations and sporting organizations. As a longtime supporter of Cystic Fibrosis Canada, Gary was the co-founder and chairman of the 65 Roses Ladies Golf Classic , established in 1989. This tournament continues to benefit the many families involved. In addition to being a subcommittee chairperson for the 1988 Winter Olympics hockey tournament, Gary has been a longtime hockey coach and was formerly involved as a volunteer with Hockey Canada. A proud father of 3 daughters and husband to his wife of over 40 years, Gary is an avid sports enthusiast, lover of classic cars, and loves to travel the world with his family.
As our Branch Administrator for Assante Financial Management Ltd. and Stevens Financial Services Inc., Krista is the first line of communication for our clients and strives to help make their investment goals come true by providing quality and efficient service.
With an education in marketing, Krista has held a variety of customer service positions in her career of 20+ years in the financial services industry. Krista has a tremendous background in compliance and coordination in back office management for major financial institutions. Thanks to her experience, Krista is able to help our clients by ensuring their needs are met in the most seamless and stress-free way possible.
Originally from New Brunswick, Krista is an avid photographer, archer, home decorator and traveler.
Together our team offers more than 50 years of combined financial planning experience. We believe that working with Assante and the local branch of the Hein Financial Group we are well-positioned to offer our clients complete financial solutions for years to come. This is something that our clients deserve and enjoy.
Stevens Financial Services Inc. is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by Gary Stevens must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through Stevens Financial Services Inc. Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by Stevens Financial Services Inc.