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 With over 85 years of portfolio management and client service experience Young & Frederick Investment Solutions is dedicated to utilizing The One Strategy Process™ for the achievement of your investment and retirement goals. Our focus on individual portfolio planning and management is unrivalled. We have invested in and are ready for the next evolution of the financial services industry; The Life Plan.
The breadth and depth of our experience and expertise is extensive. In addition to numerous academic degrees, our team holds a number of industry specific designations, licenses, and accreditations including Investment Advisor, Strategic Wealth Advisor, Level 2 Life Insurance Advisor, Director and Associate Director Financial Services ScotiaMcLeod, Canadian Investment Manager, CGA and other designations.
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Stephen Frederick |
| Senior Wealth Advisor, B.Comm |
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 Director, Wealth Management
ScotiaMcLeod
Stephen N. Frederick B.Comm - Stephen is the Market and Portfolio Strategist for our group. An economics and finance major, he is a graduate of Dalhousie University. Stephen has over 25 years of portfolio management and client service experience. He developed our unique "One Strategy" risk return portfolio model. The program utilizes fundamental, technical and quantitative analysis to arrive at a formulation which outlines securities suitable for our client's portfolio's.
Stephen has studied for level 1 of the Chartered Financial Analyst Designation. He currently sits on the National Board of Directors of the Canadian Society of Technical Analysts, and is also president of the Durham Region Chapter. Active in the community, Stephen is a past president of the Kiwanis Club of Oshawa, as well as the Oshawa/Whitby Kiwanis Music Festival. He is a former President of the community group V.O.C.A.L. and is currently coach of the Clarington Tigers Bantam Football Team.
Stephen is married, has 2 children and enjoys skiing and golfing.
Contact Stephen Today! |
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Ian Young |
| Wealth Advisor, BA, CGA, CIM |
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 Associate Director, Wealth Management
As a CGA Ian is the member of our group who assists clients with Tax related issues and is the marketing face of our group. He works with your trusted professionals to ensure that you keep as much as you legally can from your investments. With almost 20 years of experience Ian’s focus on conservative cash flow investing is a valuable tool. Ian also has extensive community involvement to his credit. Past President of The Rotary Club, former goalie coach for the Toronto Maple Leafs and Oshawa Generals, Ian’s reputation and qualifications are well known. A father of 2 girls, Ian is a better golfer than Stephen and he has broad baseball knowledge.
Contact Ian Today! |
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George Rautins |
| CIM, FCSI, Ch.P. Strategic Wealth |
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Wealth Investment Associate
With over 18 years experience, George is a long term member of our team and one of our Associate Advisors. Highly qualified, George is ideally suited to assist our clients in the execution of their portfolio strategies and has primary responsibility for the planning side of The One Strategy Process™. Our clients know and appreciate George’s reliability and calm demeanor. A former member of Canada’s national basketball team, George continues to play although now in the over 50 league. He also claims to enjoy Muskie fishing although we have never seen a picture of a fish he caught. George is father to 2 daughters.
Contact George Today! |
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Wealth Investment Associate
Jay is the youngest member of our team, with 7 years experience in the investment industry, Jay is licensed by IIROC as a Registered Representative and has successfully completed Wealth Management Essentials (WME), Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and is licensed to sell life insurance products. Jay is active in the community as a member of the Rotary Club of Oshawa. Jay and his wife enjoy spending time with their 1 year old son Tucker.
Contact Jay Today!
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Administrative Associate
As our Administrative Associate, Debra is familiar to all our clients. Her efficiency and knowledge of the ScotiaMcLeod systems saves clients and our other group member’s time and effort in navigating for information. She will hound you for forms as well as process any cheque request or address change you may have. With 19 years experience, Debra should be your first point of contact with our group. A native of Trinidad Debra and her husband are raising 3 boys.
Contact Debra Today! |
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