Stefano Pannu

Financial Advisor
BA CFP

As a Certified Financial Planner (CFP) my objective is to establish long-term relationships built on trust. We work together, through disciplined planning, to develop a comprehensive financial plan to help you reach your goals.


Stefano Pannu

Financial Advisor
BA CFP


As a Certified Financial Planner (CFP) my objective is to establish long-term relationships built on trust. We work together, through disciplined planning, to develop a comprehensive financial plan to help you reach your goals.


Stefano Pannu

Financial Advisor

BA CFP

As a Certified Financial Planner (CFP) my objective is to establish long-term relationships built on trust. We work together, through disciplined planning, to develop a comprehensive financial plan to help you reach your goals.

I began my career in the Financial Industry in 2012.  I work exclusively in tandem with Bryn Hamilton to provide comprehensive financial planning advice.  I completed my Certified Financial Planning (CFP) designation in 2016 and am an active member with the Financial Planning Standards Council of Canada (FPSC).  I provide advice in all 6 areas of financial planning.  This includes advice in Investment Planning, Retirement Planning, Tax Planning, Estate Planning, Cash Management and Risk Management.  I specialize in creating detailed financial plans in order to provide direction and clarity to guide individuals through their financial lives.  

I live in Coquitlam with my wife Danielle and daughter Charlie. I was born and raised in BC and went to SFU where I played soccer for 4 years on an athletic scholarship (Grad 2010).  I am also an avid cyclist and especially enjoy my commitment to the Ride to Conquer Cancer.





Degrees and Designations

BA (Communications) – Simon Fraser University
CFP (Certified Financial Planner)

Education

CSC  (Canadian Securities Course)
CPH  (Conduct & Practices Handbook)
LLQP (Life License Qualification Program)
WME (Wealth Management Essentials)
Certificate in Personal Financial Services Advice




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  • "I originally came to Bryn and Stefano to discuss my personal retirement compensation package and also to discuss the options available for my future financial planning.  I was very impressed with the personalized professional service and advice I was given and how it was tailored to meet my specific financial needs."

    - Julie C.

  • "I felt very comfortable with the clear and concise explanations I was given to make an informed decision about the direction I wanted to head in.  I have no hesitation in recommending Bryn and Stefano’s services with complete trust and I look forward to a continued relationship with them."

    - Julie C.

  • "I have been a client of Bryn and Stefano for more than 10 years. During this time, they have guided me through numerous changes in my life.
    "

    - Kitt T.

  • "I originally began working with Bryn and Stefano as a result of moving up through my career with my employer.  Bryn and Stefano were able to address all my financial planning needs, especially any tax implications and how this effects my long term goal of retirement.
    "

    - Brad M.

  • "When I have needed advice they are always available to discuss financial issues and regularly put suggestions to me regarding ways to improve my position and specific needs as a physician."

    - Kitt T.

  • "I have also been impressed with their willingness to engage with my other advisers (Accounting, Legal and Finance) to ensure that my overall strategy is sound."

    - Kitt T.



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