Supported by the national and international resources of RBC Dominion Securities Inc., Stephen provides a comprehensive range of investment, financial, insurance, and estate planning services. The individuals, families and senior executives for whom we act enjoy a dual advantage:

  • A uniquely personal investment and wealth building experience based on direct contact with a small, expert, and motivated team.
  • Access to a range of resources – including insight and research – which only a major financial institution can provide.

Here is a summary of the individual services we deploy to reflect the financial goals, needs and expectations of each individual client we advise:

  • Investment & Portfolio Management
  • Investment Products & Plans
  • High Net Worth & Family Wealth Management
  • Insurance Based Solutions
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Minimization Strategies
  • Charitable Gift Programs