Stephen draws on his expert knowledge, and nearly two decades worth 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. He takes a conservative approach to growing your wealth, all the while protecting it with proper diversification and time-tested risk minimization tactics.
Stephen grew up in Edmonton and is a graduate of the University of Alberta. He obtained a Bachelor of Arts Degree in Political Science and Economics. A firm believer in ongoing professional development, he has acquired the advanced industry designation of Chartered Investment Manager (CIM), Personal Financial Planner (PFP) and is licensed in Life, Accident and Sickness Insurance.
Away from work, Stephen and his wife, Megan, enjoy spending time in the River Valley, travelling and trips to the mountains. Passionate about giving back to his community, Stephen also volunteers with organizations such as the United Way, Crime Stoppers, CNIB, and currently serves as the Treasurer of WILDNorth: Northern Alberta Wildlife Rescue & Rehabilitation.
