Stephen is an Investment Advisor working in the Oshawa Branch of CIBC Wood Gundy. Stephen works with you to develop a transparent financial strategy- one that is designed around pursuing your life's long- term goals and aspirations. He feels that your wealth should work for you, instead of the other way around. He firmly believes that wealth management is more than just managing wealth; it is about living a life where you can grow your experiences, your achievements and your character. Stephen stresses a disciplined, long-term approach based upon each client's specific financial needs and risk tolerance. Using Wood Gundy's objective research and other unique resources available at the firm, he creates customized investment strategies that are designed to help meet client's performance expectations while minimizing risk. Stephen has worked in the Financial Services industry for over 38 years and feels that his experience and professionalism, together with the strength of one of the largest and most respected firms in the financial industry, ensures his clients the highest level of trusted advice to build a secure financial future. Stephen is a long time resident of Whitby where he lives with his wife and two wonderful children.

With over 30 years of experience in the investment industry in the capacity of Investment Advisor Assistant, Linda is an integral part of my business. She has been licensed in the industry since 1983, and as such is adept at handling any and all inquiries, from administrative issues to the trading of securities. Originally from Montreal, Linda is fluent in English, French and Italian. She resides in Oshawa with her husband and family.