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Director, Policy and Administration (Secretary)

Image: 2021-09/stephaniekotsopoulossq.jpg
Stephanie Kotsopoulos
Financial Advisor
Basis Wealth and Benefits
Toronto
416-552-3004 x 6
stephanie@basiswealth.com
www.basiswealth.com

At Basis Wealth and Basis Benefits, we work closely with our clients to clarify their goals and meet their objectives through the development of a comprehensive value-based plan. Our clientele consists of individuals at varying stages of their lives and from a wide assortment of backgrounds. Based in downtown Toronto, we are pleased to say many of our clients have been with us for over 25 years. We work in both the areas of insurance and investment planning.

Written by Patty on Tuesday September 21, 2021

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