Investment Advisor and Financial Planner
Stephen is a graduate of McGill University and earned an MBA, in Investment Finance and Technical Analysis, from The John Molson School of Management at Concordia University. Committed to ongoing professional development, Stephen is fully licensed to trade securities including options, is a Certified Investment Manager and a Fellow of The Canadian Securities Institute. Stephen holds his insurance license levels 1 & 2 and is a CERTIFIED FINANCIAL PLANNER® professional. With over 15 years experience in the investment industry and with BMO Nesbitt Burns in Newmarket since 1996, Stephen brings a wealth of investment experience, knowledgeable investment advice, and superior customer service to his clients. Stephen has lived and been actively involved in the Newmarket community with his wife and three children since 1991.
Rose has worked in the Newmarket branch since 2007. Rose is adept at handling any and all administrative issues. Rose is a results-oriented individual with an impeccable eye for detail ensuring that all client service matters are handled in a professional and efficient manner. Rose can be reached at (905) 830-4163 or via email Rose.Lythgoe@nbpcd
Stephen leads the team, working with clients to fully understand their unique financial situation and future goals. With this knowledge Stephen develops and executes a comprehensive investment and retirement plan. Adjustments to the plan are made when circumstances or market opportunities warrant. For your insurance and estate planning needs, we work with our in house specialist Jeff Fray in our Estate and Insurance Services Group. Stephen has developed a network with leading accounting, tax and legal experts should these services be required.
BMO Nesbitt Burns Inc. is one of Canada's leading investment firms with a top-rated research department* and a wide array of investment products and services to meet all of your financial needs.
We can offer all the traditional full service brokerage options, however, we also offer many state of the industry alternatives such as Advance, Quadrant and the Meridian program. These options employ top investment managers to diversify your portfolio, reduce risk and enhance long term returns. We work with you to develop a customized investment strategy suited to your goals and risk tolerance. We then closely monitor the performance of your portfolio and provide you with comprehensive, detailed reporting.
As part of a top firm, we have the expertise and resources available to meet and exceed all your investing needs. An example is our state of the art sophisticated planning software. This powerful tool allows us to chart a course to your own financial success. We also offer online access to your accounts and our award winning research through Gateway.