Senior Investment Advisor, Senior Portfolio Manager
Stephen is the senior member of our team with more than 34 years of experience in financial industry. Graduated from University of Toronto in 1981 and began working his way up through Merrill Lynch and CIBC. BMO Nesbitt Burns invited Stephen and his team to join them in 2002. Stephen achieved managerial status by 2007 in the downtown King Branch. He has continued to gain substantial experience in finance and estate planning, obtained his Professional Planner Certification, Portfolio Manager Designation, and is an Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. as well.
As a top producer in Nesbitt Burns, Stephen has been in Chairman's Council, the most prestigious group for top advisors in Canada for 29 years. Right now he is also a Designated Investment Advisor for China and Taiwan Residents.
Stephen firmly believes in the importance of having a comprehensive investment plan and conducting regular portfolio reviews for clients. Most of the clients has been with him for more than 30 years, Stephen successfully helped them get through the transition from employment to retirement, assisting them avoid the possible debts in the retirement age.
Stephen used to be the member of finance committee in Havergal College; he is also a wine collector.