Stephen Mundy

Financial Advisor

Contact: 613-592-2422 ext. 234

Email: stephen@panoramawealth.ca

As a new member to the Panorama Wealth Management team and working alongside his father Peter Mundy, who has over 35 years of experience in the financial industry and Money Concepts since 1998. Stephen has dedicated 6 years working in the financial services industry to-date.

His career started in the banking industry as a Financial Advisor for Scotiabank at the branch level followed by 4 years at MD Management in Ottawa and Vancouver.   The varied industry experience gained early in his career positions him well for the next step of joining Investia and Panorama Wealth Management.  He is continuing to broaden his skillset while studying for a life insurance license and working towards becoming a Certified Investment Manager (CIM).

Stephen graduated from Bishops University with a major in Sociology and a concentration in Criminology, Law, and Social Policy. He rounded out his degree with a minor in Sports Studies. 

Stephen has the eagerness to continue to sharpen his skills by taking on new courses and developing his overall financial planning expertise. Stephen is poised to offer valuable advice and assistance to anyone wanting to discuss their overall financial goals and financial well-being.

Stephen’s youth combined with his father’s extensive experience make him uniquely qualified to assist investors of all ages. He can offer sound advice through virtual or face to face appointments. His primary goal is to establish trust, and in turn long lasting relationships. 

He is an avid and loyal fan to his beloved Ottawa Senators Hockey team