Welcome!
Throughout Stephen's nearly two decades of financial services experience, his main goal has always been to make a difference in the world by making a difference in the lives of his clients. As such, he dedicates his time, energy and resources to finding superior quality investment strategies for corporate executives, entrepreneurs, corporations, philanthropic organizations and high net worth individuals.
Utilizing and leveraging the extensive knowledge throughout CIBC, Stephen helps clients and future generations achieve their short term needs and long term goals. His knowledge in economics and ability to identify opportunities within current and future macro economic conditions has provided his clients with advice and recommendations that has benefited them greatly.
Supported by an experienced team, Stephen takes an active approach in handling all of the details – from daily updates, transfers, planning, budgeting and program implementation. Additionally, he works closely with a team of specialists including lawyers, accountants and notaries in order to co-ordinate a total wealth strategy.
Known for his patience and thorough explanation of all suggested courses of action, Stephen is proud to say that he finds tremendous personal reward in helping his clients assess goals, set milestones and achieve success. Trust and integrity are the central part of his practice.
Although Stephen takes great pride in his professional accomplishments, his greatest source of pride comes from his family, namely his wife Luisa, son Clayton and daughter Piper.
When Stephen is not in the office he can often be spotted Coaching little league baseball, working on his golf swing at The Royal Montreal Golf Club or attending cooking classes.
