905 272 3900 ext 22
Stephen entered the financial services industry in 2008, and has a passion for holistic wealth management. He develops financial strategies with clients in various life stages using an interactive and collaborative approach. This leads to in depth analysis of their current financial profile with a focus on future financial and lifestyle goals.
Stephen makes recommendations of appropriate investments depending on the needs of the individual client. Incorporation of life, disability, and critical insurance offerings as needed to round out financial strategies, in turn ensuring adequate protection and the development of relevant tax efficient estate planning strategies.
Stephen lives in Toronto with his wife Kim and their daughter Ayla. He has a strong love for soccer and manages a men’s league in his free time. He is an avid Arsenal supporter.
IIROC Licensed for Equity, Fixed Income, and Fund purchases
Life Insurance Licensed for Life, Critical Illness, and Disability Insurance
Masters of Business Administration, Syracuse-Sejong University, Seoul, South Korea
Bachelor of Commerce, St. Mary's University, Halifax, Nova Scotia