1 First Canadian Place
38th floor, P.O. Box 150
Estate & Insurance Advisor, Vice President
BMO Estate Insurance Advisory Services Inc
|Working with high net worth clients for nearly 50 years, Tony Stephens has excelled in a wide range of roles in the financial services industry and private consulting. For the past 30 years he has specialized in insurance and estate planning strategies, having joined BMO Estate Insurance Advisory Services in 1997. His profound depth of experience allows his clients to feel very high levels of clarity, comfort and trust.
Exceptional speaking and listening skills are integral to Tony's approach. He has given keynote speeches to audiences of up to 800 for blue-chip organizations including BMO and Manulife Financial. His listening skills are illustrated by an ability to take a very complex idea and turn it into something simple. The benefit for clients is clarity in their minds about what they are doing, and why they are doing it.
Tony is a woodworker, an avid golfer, and enjoys travelling with his wife, Pam. They have been married for 29 years and have three sons.