Our Team

Stephen Mallett provides comprehensive wealth management solutions to a wide variety of individual investors. Steve is not a "trader', nor does he time the market, knowing that a long-term approach to investing is paramount to successful financial planning. This framework is enhanced with strategic retirement and estate planning, and assistance with all insurance needs.

Steve's clients range from young individuals to families, retirees, business owners, professionals and senior executives. What they all have in common is a desire for a personalized financial management process that will help them realize their goals.

Background - Steve began his career in the investment industry thirteen years ago at BMO Nesbitt Burns and is an Investment Advisor in Toronto. His education, investment and business experience provide him with the expertise to help his clients develop an overall investment plan to achieve their long term goals.

Education & Training - Steve is an Honours graduate of the University of Guelph and has continued his education in the investment industry by achieving his Financial Management Advisor designation, is a Fellow of the Canadian Securities Institute and is currently working towards becoming a licensed discretionary portfolio manager.
 

Anjeer Khan started his career at BMO Nesbitt Burns as an intern in 2004 and he has since advanced to become a Senior Investment Associate. Graduating from George Brown College with a Bachelor of Applied Business, Anjeer’s responsibilities include financial planning, executing trades, offering investment advice and servicing client needs. Outside of work, Anjeer is an avid music devotee. When he is not playing the blues on his guitar he spends time with his family.

Sean has worked in Financial Services since 2017. He graduated with a Bachelor of Arts from Wilfrid Laurier University and is an Investment Associate licensed to execute trades. Sean consistently provides a warm welcome and keen eye for detail in the day-to-day administration of client accounts, overseeing cash management, account documentation, and tax reporting. An avid sports enthusiast, you can often find Sean on the football field, the golf course, or at the Rogers Center watching the Jays take on their division rivals.