Stephen Hamer, CFA
Investment Advisor, Portfolio Manager
Stephen is dedicated to working closely with his clients to develop personalized and diversified investment strategies to help them reach their goals. Stephen is committed to the lifelong pursuit of investment knowledge in order to maintain a level of professional excellence in the ever-evolving financial industry. As part of this commitment, Stephen earned the Chartered Financial Analyst (CFA) designation in 2005. This is the highest set of credentials in the investment management industry, and is recognized around the world. It attests to Stephen's success in a rigorous and comprehensive study program in the field of investment management and research analysis. For you, the client, the benefit to working with Stephen is knowing that you are working with a true financial expert. That's why Stephen is always continuing his pursuit of higher learning. He believes that the more expertise he can bring to the table, the more financial opportunities he can help you secure. Stephen works each year to enhance his knowledge and expertise to improve the level and quality of service he provides his clients. When not working, he enjoys cycling, hiking, and canoeing.
Michael S Allen, MBA, CIM
Investment Advisor, Portfolio Manager
Michael Allen is committed to meeting the personalized needs and well being of each of his clients and their families. With his own extensive knowledge of the financial markets, and his access to CIBC Wood Gundy's rich pool of specialized talents, Mike combines an intelligent investment style with comprehensive wealth management services. "Steve and I spent more than a year interviewing different firms before deciding that Wood Gundy was far and away the best place for our clients" Mike graduated with a Masters of Business Administration (Finance) from York University in 1983, and built his research skills as the US Equity Analyst for a national investment firm. He also holds the Chartered Investment Manager (CIM) designation, and is a registered Portfolio Manager. "Through all their challenges and opportunities in life, I want my clients to think of me as their guide, and their friend."
Thomas Stewart
Client Associate
Originally from Edmonton he started his career with CIBC as a mortgage advisor before moving to Toronto to join our team in 2022. Thomas is currently pursuing his insurance licensing and Financial planning certification to better serve our clients. Outside of the office Thomas is an active squash player, accomplished fly fisherman, and loves baking sourdough. He is a welcome addition to the team and looks forward to growing and assisting you.
Who We Are
For over 30 years, Michael Allen and Stephen Hamer have been trusted financial advisors to affluent individuals creating personalized investment strategies.
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