- About Us
- About You
- What we do
- Contact Us
- Portfolio Access
Working with our client’s objectives, goals and timetables we offer long term Net Worth protection through concentrated Portfolio Construction; including Capital Preservation, with an emphasis on Long Term Growth and Estate Protection.
Gary Stevens has been serving his clients for over 30 years in the financial services business.
Prior to founding Stevens Financial Services, Gary was the manager for Employee Benefits and Life Insurance at Zurich Life of Canada, the Manager of Marketing for PPI Financial Advisory Group, and the owner of an MGA firm for Maritime Life Assurance Company.
Gary prides himself on his ability to listen to his clients’ needs and use his expertise and knowledge of the industry to help them achieve their financial planning goals. As one of the top advisors in Southern Alberta for Manulife Financial, Gary remains motivated by his drive to provide the best service possible for his clients by ensuring that their needs are respected and protected as they change over time.
For many years, Gary was an active participant in the Calgary Chamber of Commerce and went on to found the Calgary Career Show, for which he also formerly served as chairman. As a longtime supporter of Cystic Fibrosis Canada, Gary was the co-founder and chairman of the 65 Roses Ladies Golf Classic in 1989. In addition to being a chairperson for the 1988 Winter Olympics hockey tournament, Gary has been a longtime hockey coach and was formerly involved with Hockey Canada, the Canadian Men’s National Hockey Team, and Hockey Alberta. A proud father of 3 daughters and husband to his wife of 40 years, Gary is an avid sports enthusiast, lover of classic cars, and loves to travel the world with his family.
As the Branch Administrator for Stevens Financial Services, Krista is the first line of communication for our clients and strives to help make their investment goals come true by providing quality and efficient service.
With an education in marketing, Krista has held a variety of customer service positions in the financial industry throughout her career. Krista has a tremendous background in compliance and coordination in back office management for major financial institutions. Thanks to her experience, Krista is able to help our clients by ensuring that their needs are met in the most seamless and stress-free way possible.
Originally from New Brunswick, Krista is an avid photographer, archer, home decorator and traveler.