Stephen has been involved in the investment industry managing clients' personal wealth for over 24 years. He successfully completed the Canadian Securities Course and became registered to offer mutual funds in the province of Ontario in 1998. During that time, Stephen also managed a successful 25-year career in the Information Technology industry at IBM Canada. Since his transition out of the IT industry in 2014, investment planning, wealth management services and retirement planning have become his sole focus. With a Bachelor of Mathematics degree from the University of Waterloo and a Financial Management Advisor (FMA) designation from the Canadian Securities Institute, Stephen excels in helping clients to develop, monitor and achieve their financial goals.Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.