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For nearly two decades, Stephen Caplan has built his practice on a single, unwavering conviction: genuine impact begins with genuine relationships.

As a Senior Investment Advisor at CIBC Wood Gundy, Stephen serves a distinguished clientele of corporate executives, entrepreneurs, business owners, philanthropic organizations, and high net worth individuals and families. His work goes well beyond portfolio construction — he serves as a trusted partner in every dimension of his clients' financial lives, helping them protect what they have built, grow what they envision, and pass on what matters most.

Stephen's deep grounding in economics and his ability to identify opportunities within evolving macroeconomic conditions have consistently translated into advice that is both timely and transformative. Leveraging the full breadth of expertise within the CIBC network — including professionals with expertise in law, accounting, tax, and estate planning — Stephen coordinates a total wealth strategy that is as comprehensive as it is personal.

What sets Stephen apart is not only his technical acumen, but his character. Known for his patience, clarity, and thorough explanation of every recommended course of action, he takes pride in helping clients assess goals, set milestones, and achieve meaningful success. Trust and integrity are not simply values he espouses — they are the foundation upon which every client relationship is built.

Outside the office, Stephen is a devoted husband to Luisa, and a proud father to his son Clayton and daughter Piper. When he steps away from the markets, you'll find him coaching little league baseball, refining his golf game at The Royal Montreal Golf Club, or exploring new culinary techniques in cooking class.