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As a Senior Wealth Advisor, Stephen directs The Willson Investment Group in providing excellent customer service. Stephen's 30+ years of experience in the financial services industry enables him to help achieve clients' investment objectives in an organized and disciplined manner. The Willson Investment Group utilizes a team-based approach to asset management which gives clients extremely personalized service. Stephen is a graduate of the University of Western Ontario. In his free time Steve enjoys skiing, biking, golf & hiking with his wife & 5 children.

Tara joined Stephen's team in 2004, having previously worked at CIBC. Tara has 20+ years of experience in the financial industry and in dealing with affluent clients. Tara has an impeccable eye for detail, ensuring all client documentation is processed quickly and accurately. Tara also assists Stephen in handling any inquiries or requests you have in regards to administrative concerns or transactions in your accounts, and she is also able to execute orders. She has many qualifications which including her Canadian Securities Course (CSC) and Mutual Funds license.

Fraser creates personalized financial plans for every client, focusing on long-term goals and what matters most to each individual. He uses a clear, structured process to help clients stay on track through all of life’s transitions—whether planning for retirement, building a legacy, or maximizing what they’ve achieved.

As a CFP® professional, Fraser simplifies complex financial matters so clients can make informed decisions with confidence. With his Chartered Investment Manager (CIM®) designation, he brings a disciplined, tax-efficient approach to investment strategy.

Based in Collingwood, Fraser works virtually with clients across the country. Outside of work, he enjoys outdoor adventures with his wife Lisa and their young son.