Stephen focuses on our wealth management process by providing financial, tax, and estate planning advice to our clients while helping align their portfolios with their financial and life goals. Stephen is a Chartered Professional Accountant and Certified Financial Planner, graduating from the University of Windsor with his Bachelor of Commerce in 2008. He worked as a tax manager for a public accounting firm before joining Dominion Securities as a Financial Planning Specialist in 2014.
Steve lives in Lakeshore with his wife. He enjoys traveling , playing soccer and volleyball and turning on a good hockey game.
