Stewart Fisher & Associates Inc. is an independent financial planning firm established in 1986 and incorporated in 1994.
The company is currently comprised of seven Financial Advisors and five Administrative Staff. We specialize in retirement and estate planning. We are proud to have longstanding client associations, which now span several generations. We are pleased to offer a wide range of superior products and sound advice to aid in your financial success.
Richard began his career in the Financial Services industry in 1989. His success is based in part on his ongoing passion to assist businesses and families to meet their individual financial goals. Richard is currently working on obtaining his Certified Financial Planner designation.
Richard credits most of his success to the support of his wife, Dawn, and two wonderful children, Devon and Carli.
Vic has been in the financial services industry for over 40 years. He began his career in New York City as a foreign exchange broker, trading in a multi-billion dollar currency market. In 1998, Vic and his family moved to Windsor and he has since helped many individuals and companies with their financial challenges and aspirations, always striving to give the best in service and dedication. Vic's unique background allows him to provide expertise that is hard to find and offers a global understanding of financial markets and their implications. He is also a Certified Financial Planner.
Jason earned his Bachelor of Commerce degree from the University of Windsor, specializing in Finance in 2004. He has been a Certified Financial Planner (CFP) since 2009. Jason can help you create and maintain a financial plan that will help you achieve both your short term and long term financial goals.
Craig earned both his MBA degree and his Bachelor of Commerce Degree from the University of New Brunswick in 2006 & 2004 respectively. Craig has completed both the Canadian Investment Funds Course (CIFC) through the Investment Fund Institute of Canada (IFIC) and the Life License Qualification Program. He hopes to achieve his Certified Financial Planning (CFP) designation in the near future.
Craig's goal is to assist you with the constantly changing areas of your financial future, and addressing those changes through both investment and insurance products.
Lina-Marie graduated with a Master of Human Kinetics Degree from the University of Windsor in 2009. She has also completed the Canadian Investment Funds Course and the Life License Qualification Program. She plans on achieving her Certified Financial Planner (CFP) designation in the near future.
Lina-Marie believes in taking a holistic approach to financial planning in order to provide integrated solutions for her clients' investment and insurance needs.
Branden joined Stewart, Fisher & Associates Inc. in April of 2018 after building a successful practice for the past 5 plus years. He attributes a lot of his success to his athletic background and building good and long-lasting relationships in the community. In his spare time, he enjoys living a healthy lifestyle, giving back to the community and the game of hockey by coaching the next generation of young minds, and sharing the lessons he's learned along the way. He is currently finishing up is Certified Financial Planner Designation (CFP) and is excited to continue to grow his business with Stewart, Fisher & Associates Inc.
Having worked in the financial services industry for over 6 years, Matt helps individuals and families achieve their goals. Matt is committed to providing exceptional service based on trust, listening, communication and a deep understanding of his clients needs. What sets Matt apart from others, beyond his tech-savviness, is his strong background in project management for the largest independent property & casualty insurance brokerage in Canada. Understanding that each client has unique wealth management objectives, Matt develops tailored financial solutions to meet their financial goals and achieve their life-long dreams. Matt is committed to being as transparent as possible and provides education and information to deepen his client’s understanding of the specific strategies and plans being recommended. Away from the office, Matt lives an active lifestyle and enjoys golfing, playing and coaching hockey, travelling and enjoying time with family and friends.
Dina joined the Stewart, Fisher & Associates Inc. Team as the Marketing Coordinator for Richard Paliani, the President, in December 2006. She has a Bachelor’s Degree in Psychology from the University of Windsor and has 30+ years experience and training in the financial services industry. Dina was also promoted to Operations Manager in September 2011. She possesses excellent organizational skills as well as a positive team attitude. She attributes much of her success and strength from the support of her loving family.
Rosi has been a member of the Stewart, Fisher & Associates, Inc. administrative team since August 2007. Rosi started her administrative services career in 1997. She is one of our client services co-ordinators for order processing, client reporting, and any investments related issues. She has excellent customer service skills, has a positive attitude and is a welcomed addition to our team.
Sheba has been a member of our team since 2009. She has a bachelor's degree in Business Administration from the University of Windsor and is able to provide client service support for insurance and investments, with additional responsibility for order processing and client reporting. She is fluent in Italian and possesses excellent organizational and interpersonal skills.
Morgan is the newest member of our Administration Team. She has a bachelor's degree in Communication Studies from the University of Windsor as well as over 16 years of customer service experience. Whether on the phone or in the office, she is dedicated to providing our clients with a comfortable atmosphere where they can discuss their financial futures with our advisors. Her warm welcome, friendly attitude and technical support provide our staff and clients with exceptional front-desk administration.