As a Wealth Advisor with TD Wealth Private Wealth Management, Stephen provides guidance to a small number of high-net-worth families and businesses helping them navigate both the opportunities and complexities that can come with managing significant wealth.
Whether clients are looking to manage, grow, protect or transition their wealth, he understands how difficult it may be to balance these priorities and as a single point of contact for clients is committed to making these varying considerations simplified and seamless.
He works with a team of highly skilled and passionate professionals who specialize in holistic wealth management and encompasses the areas of private investment management, cross border banking, implementing tax efficient strategies, wealth protection, and leaving a legacy.
Stephen holds both the Chartered Investment Manager and Certified Financial Planner designations and has over 20 years experience in the financial services industry, all of which have been spent directly advising clients.
When he's not helping other families, or involved in the many volunteer activities he and his wife donate their time to, you can count on them enjoying lake life with their family and friends in NE Saskatchewan.