Wealth Advisor & Associate Portfolio Manager
With over 30 years of experience in the industry, Stuart brings a blend of skills to his practice as an Investment Advisor. Beginning his career at RBC Dominion Securities, he spent 2 years marketing and developing portfolios for affluent clients of the firm. Stuart then spent 5 years on the fixed income trading desk specializing in the marketing and sales of corporate and government bonds, money market and preferred shares. For the last 23 years he has worked as an Investment Advisor developing and maintaining investment portfolios for a wide range of clients including, individuals, corporations, and non profit organizations.
Stuart is an active member in the community. He has worked closely with Junior Achievement programs and has been involved in fundraising for Mount Sinai Hospital, Reena Foundation and the National Colorectal Cancer Campaign. As well, he has volunteered his time to lecturing on financial planning at college and high schools across Toronto.