Stephen and Lisa Polonoski
Stephen Polonoski
Investment Advisor, Branch Manager, Commodity Broker
Stephen has been an Investment Advisor for more than ten years and is licensed to trade stocks, equity options, commodities and future options. After successfully completing his Professional Financial Planning, Derivative, Option and Commodities courses, he went on to complete his Option Supervisor and Branch Manager designations. Stephen attained his Fellow of the Canadian Securities Institute (FCSI) and Financial Management Advisor (FMA) designations and most recently completed his Portfolio Management Techniques course.
Stephen’s strengths come from his experience in working with a diverse group of clients. His understanding of technical analysis combined with his proactive and decisive nature allows him to give his clients the information and guidance they need on a regular basis.
Fluent in Spanish and French, Stephen holds two degrees from Lakehead University, an Honours Bachelor degree and a Bachelor of Arts.
Stephen is also proud to have been hand-picked as one of the Clearsight Investment Program Advisors.
Lisa Polonoski
Investment Advisor, Wealth Management Consultant
Lisa is an Investment Advisor and earned her Wealth Management Consultant designation through the company's One Wellington program.
Lisa is committed to her team’s client discovery process from introduction through to investment selections and portfolio monitoring. Her strengths include maintaining client relationships and in the planning and execution of client total wealth management strategies.
As a University of Guelph graduate, Lisa is very proud to have been selected to represent the Clearsight Investment Program offering total wealth management solutions to participating university alumni.
Stephen and Lisa Polonoski are located in Kitchener, Ontario. For more information, please visit www.polonoski.ca or call 1-866-898-3388 to speak with Stephen and Lisa directly.