Stephen MacEachern, President

MBA, CLU, CFP, CHS, CH.F.C
Chartered Financial Consultant.

Stephen has owned and operated Stephen MacEachern Insurance & Financial Services since 1997. His earlier 10 year career in the hospitality industry was an ideal foundation for his work as a financial planner and chartered financial consultant. Attention to detail, compassion, empathy, and a conservative behavior in complex situations are hallmarks of his current popularity with clients in the practice. He is capably supported by a team of administration, technical and underwriting specialists, from various insurers, whose teamwork and follow-through are setting new standards of service excellence in building lifetime relationships with the expanding client base

Stephen MacEachern

Stephen MacEachern is passionate about listening to problems before prescribing solutions and then repositioning his clients family balance sheets in order to speed up the wealth creation process – whilst taking care of major risks along the journey. His focus is on high-wealth families, small business owners and professionals. Future plans which currently excite his office include using technology more robustly in delivering in-depth client research and customizing communication to help ensure maximum satisfaction as family and business needs evolve in the years ahead.

Stephen is happily married to Carolyn and they enjoy traveling camping and sampling wine. Away from the business, he enjoys time at the gym, playing guitar, golf and hockey, and trying to be funny!

What Stephen can do is consolidate all of your family and/or business assets into one balanced program to help improve your asset accumulation with fewer risks along the way. Hopefully, you will be more likely to spend your golden years watching grandchildren grow instead of nervously checking your bank balance or the stock market

Any reference to Financial Services, financial planning, wealth creation, asset accumulation, or investments is not related to the sale of Mutual Funds.