Stephen Willson, BA
Senior Wealth Advisor
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.
Stephen Willson, BA
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.
Fraser Willson
Located in York Mills and Owen Sound, I am available throughout the GTA & Grey County for in-person meetings. Also, I offer fully virtual client services allowing me to service clients anywhere.
I hold a Chartered Investment Manager (CIM) designation, and am trained on how to manage wealth from an investment standpoint and how to understand market conditions. I hold a Certified Financial Planner (CFP) designation, and am trained to simplify complex financial matters to help clients make strong financial choices.
I live with my wife Lisa, and dog, Cassi. I spend my leisure time in the outdoors - biking, skiing and camping.
Tara Phillips
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.