Stephen has seen first-hand how, when life gets busy, important wealth planning can fall by the wayside. Working with experts in areas such as tax, financial planning, and credit strategies, he can help free your time to live the life you want while feeling confident in your financial future.
Stephen draws on his expert knowledge and years of financial experience, to develop comprehensive wealth management solutions for families, business owners and medical professionals. Passionate about capital markets, he enjoys staying up-to-date on the various economic and political forces that influence the investment landscape. Stephen’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
Most importantly, Stephen understands that managing your savings is no small responsibility. Stephen takes a conservative approach to growing your wealth, all the while protecting it with proper diversification and time-tested risk minimization tactics.
Stephen is a graduate of the University of Alberta, where he obtained a Bachelor of Arts Degree in Political Science and Economics. A firm believer in personal development, he has acquired the advanced industry designation of Chartered Investment Manager, Personal Financial Planner and is licensed in Life, Accident and Sickness Insurance. Stephen also volunteers with organizations such as the United Way, Crime Stoppers, CNIB and the Alberta Retina Clinic.
