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David Stelpstra
Amanda Mortimer, BaH, MLIS

Tel: 519-646-3010

Address
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
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An Investment Team You can Trust

With over 35 years of combined experience in the financial industry, the Stelpstra and Associates team holds itself to a very high standard. We strive to be above average in our integrity, service levels, educational credentials and investment performance.

We take the protection and growth of client wealth very seriously. Our approach is based on a belief that results can be enhanced using a combination of passive and active investment strategies. Customized for each client, these strategies actively address needs for safety, income, tax reduction, financial goals and family situations

Our Approach

Working with individuals and businesses, we bring investors a fresh approach. Using individual investment and tax minimization strategies, we strive to bring consistent, positive, tax efficient returns with low volatility. We believe that opportunistic tactical investment strategies can offer more consistent returns over time than buy-and-hold mutual fund and managed solutions which have become very common. By delivering outstanding service and making financial affairs understandable, we work to bring our clients financial peace of mind.

Summary

Stelpstra and Associates strives to deliver:
  1. Consistent and Above Average Performance

  2. Tax Minimization

  3. Family, Business, and Estate Planning

  4. Outstanding Service

  5. Reasonable Cost

Contact a member of our team for more information about the exclusive services we offer!