Stefan Delle Donne
Team Wealth Advisor to Pasquale Pugliese (CFP)
Stefan Delle Donne, Financial Advisor | Forza Financial | Etobicoke Ontario ON
Stefan attended the University of Western Ontario in 2012 and took a specialization in Financial Economics. During his years at Western, Stefan was actively part of the Investment Club and took part in many intramurals’ sports.
Upon his 4-year university studies, Stefan began working at RBC as a Client Advisor. It did not take long for him to realize this was the career path he wanted to pursue as he took home honors in Royal Performer of the Year for the Guelph-North Halton Region in 2018.

Stefan enrolled in the Canadian Securities Course, and in October of 2018 he successfully obtained his mutual funds license. The following month he completed the 90-Day training program for Mutual fund Dealing Reps, after which he became a Registered Banking Advisor for RBC. In January of 2020 he decided to take his knowledge to the wealth management industry and joined Carte Wealth Management under the team leadership of Pasquale Pugliese.

Stefan has continued to grow in his new role with exceptional client experience and has obtained his LLQP life insurance designation. He is now fully licensed to offer advice on various forms of insurance including the following: Life, Disability, Employee Benefits, Accident and Sickness and Critical Illness Insurances. He is currently enrolled in the AMFA courses, which is part of the pathway to his CFP, and is well on his way to achieving this designation.