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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.
Fax: (306) 975-7404
Branch Office: (306) 361-0767
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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