Stephen Joakim

Stephen brings an energetic and collaborative demeanor to the firm. In his role, he is responsible for overseeing investment operations and compliance, as well as driving innovation and optimizing processes while improving both client and regulatory reporting. Prior to joining Focus, he spent 15 years with a handful of wealth management firms, helping to implement best practices and processes. After graduating from the University of Toronto, Stephen completed the Canadian Securities Course as well as the Exempt Market Proficiency course.