About Us
Matthew Ramadan, B.A. Econ, CFP, CLU
Financial Planner
Matthew Ramadan is a certified financial planner and wealth advisor.
Since 2008, Ramadan has built his own private practice, now guiding over one hundred and fifty households through every day’s financial decisions. Ramadan offers a variety of personalised services (estate planning, investment oversight, tax management, fees minimisation, insurance solutions, amongst others) to accomplish a singular goal: wealth management.
Ramadan is an expert at seeing both sides of the coin: his clients’ needs, as well as the market conditions. He tailors a client’s plans accordingly: whether to accumulate wealth, preserve it, or support it’s transfer through the generations.
Focusing on education, Ramadan earned a bachelor’s degree in economics with a minor in computer science, a CFP designation, CLU designation (concentrated on estate planning), and continues to receive annual training across all his areas of expertise. He is also an active member of Advocis, the largest professional association of financial advisors in Canada.
Matthew lives in downtown Vancouver. He is a member of the gay curling league and enjoys an active lifestyle both socially and physically. His favourite pastime is a walk in nature with his husband and two dogs.
Kyle Stepura, BBA
Associate
Kyle was raised in Salmon Arm, BC before coming to Vancouver. He graduated from Okanagan College in 2015 with a Bachelors of Business specializing in Finance and Marketing. He is passionate about the financial planning industry, and is constantly working to continue his education in the industry. His work history involves administration and marketing roles in a wide array of industries including mining, property management, and agriculture.
On the weekend, you can often find him exploring the great outdoors, exercising, as well as testing out new breweries, coffee shops, and restaurants.
