905 272 3900 ext 25
Born and educated in the U.K., Stephen is a graduate of Oxford University, and practiced as a tax lawyer before moving into wealth management. In addition to his academic degree, he holds the Chartered Investment Manager designation.
Stephen describes himself as a wealth manager - not a broker in the traditional sense. Offering a broad range of financial services, he designs and implements efficient long-term investment strategies for his clients using modern techniques to manage risk and maximize adjusted returns.