Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
The Canadian wealth management industry is undergoing a period of important transformation as a result of intergenerational wealth transfers, changing investor demographics, and the availability of new digital tools. In this environment, Stephan Cantanna feels fortunate to be working with Investment Planning Counsel (IPC), an organization that encourages innovation through creative thinking and responsible risk-taking to meet the ever-growing needs and expectations of Canadian advisors and investors. He believes that this approach, when combined with discipline and listening to advisor feedback, drives a winning formula for all stakeholders.
As one of four millennial panelists at InvestorCOM's 2019 annual conference discussing the challenges and desired state of Financial Services 2030, and a finalist at IGM Financials 48-hour hackathon at OCAD U in Toronto pitching innovative solutions to cross-company employee related challenges, Cantanna’s established an interest in wealth management disruption, technology, and innovation over the last several years. Having graduated from McMaster University’s commerce (Honours) program in 2015, recently completing his CIM designation and currently enrolled in Queen’s University’s Master of Management Innovation & Entrepreneurship (MMIE) program beginning in the summer of 2023, his background has prepared him for a successful career in wealth management.
Cantanna is the Platform Product Manager for IPC One, a discretionary wealth management platform to help the future-focused advisor improve their business model. IPC One is an integrated digital platform built with an advisor-centric lens to maximize client value creation with a laser focus on the delivery of Advice, Portfolios and Business your way. He works with IPC business leaders, advisors and portfolio managers to implement strategies and programs to continuously enhance the platform. By prioritizing, supporting, and executing platform initiatives, he ensures leading-edge solutions to advisors and clients.
Outside of the office, Cantanna enjoys sharing stories and adventures with family and friends, traveling to foreign countries, and visiting new restaurants (although many profess he is a picky eater). An avid sports fan, he grew up enjoying soccer, hockey, and skiing. He supports the Toronto Football Club and the Toronto Maple Leafs.
5015 Spectrum Way, Mississauga, Ontario, L4W 0E4
(647) 505 3250
ca.linkedin.com/in/stephancantanna
ipcc.ca
Stephan Cantanna
Platform Product Manager
Investment Planning Counsel
Read on
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Home
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Milestones
2022–present
Insurance Business Magazine | Key Media
Platform product manager at IPC
2022–present
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2020–2022
Ted Talk in collaboration with key media
Associate product manager at IPC
2020–2022
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2018-2020
Ted Talk in collaboration with key media
Performance and reporting analyst at IPC
2018–2020
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2016–2018
Ted Talk in collaboration with key media
Private wealth associate at IPC
2016–2018
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2015–2016
Ted Talk in collaboration with key media
Compliance support associate at IPC
2015–2016
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2015–2016
2016–2018
2018–2020
2020–2022
2022–present
Stephan Cantanna
Platform Product Manager
Investment Planning Counsel
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
2022–
present
Insurance Business Magazine | Key Media
Platform product manager at IPC
2022–present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2020–2022
Ted Talk in collaboration with key media
Associate product manager at IPC
2020–2022
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2018–2020
Ted Talk in collaboration with key media
Performance and reporting analyst
at IPC
2018–2020
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2016–2018
Ted Talk in collaboration with key media
Private wealth associate at IPC
2016–2018
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2015–2016
Ted Talk in collaboration with key media
Compliance support associate at IPC
2015–2016
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2015–2016
2016–2018
2018-2020
2020–2022
2022–present
Stephan Cantanna
Platform Product Manager
Investment Planning Counsel
Read on
Special Report
Home
Bio
Milestones
2022–present
2020–2022
2018–2020
2016–2018
2015–2016
2022–present
Insurance Business Magazine | Key Media
Platform product manager at IPC
2022–present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2020–2022
Human Resources Magazine | key media
Associate product manager at IPC
2020–2022
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2018–2020
Human Resources Magazine | key media
Performance and reporting analyst at IPC
2018–2020
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2016–20182018
Human Resources Magazine | key media
Private wealth associate at IPC
2016–2018
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2015–2016
human resources | key media
Compliance support associate at IPC
2015–2016
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Milestones
stephan.cantanna@ipcc.ca