Assistant Branch Manager
Although Stephen has called Kitchener-Waterloo home since 2002, he was born and raised in Toronto where he started his career on Bay Street. Stephen has worked as an Investment Advisor for nearly two decades, with a commitment to providing unbiased investment advice through working for independent firms. Stephen enjoys creating positive client experiences, making decisions together, providing well-rounded knowledge and advice throughout the investment process. Stephen has been known for his strengths in technical analysis, market timing and individual security selection. Combining his experience with a diverse group of clients, and proficiency in technical analysis, his proactive and decisive nature allows him to provide the information and guidance essential to helping investors thrive.
Stephen is trilingual in English, French and Spanish, with two degrees from Lakehead University. After successfully completing his Professional Financial Planning, Derivative, Option and Commodities courses, Stephen completed his Option Supervisor and Branch Manager designations. He has also achieved his Financial Management Advisor designations, and most recently his Portfolio Management Techniques course and Derivatives Market Specialist.
Outside of his career, Stephen enjoys skiing, traveling, martial arts training and spending time with family. He is also the proud owner of an impressive collection of vintage sports cars and motorcycles, and recently earned his Brown Sash in Kung Fu demonstrating perseverance and dedication.