Stephen is our team's founding partner. He is a CERTIFIED FINANCIAL PLANNER^® professional, Chartered Life Underwriter, and Registered Retirement Consultant. Stephen and his team use the breadth of their skills and experience to bring specialized wealth management advice to high-net-worth clients in the areas of retirement planning, investment management, tax planning, and intergenerational wealth transfer.

Stephen believes in giving back. He is a former Director of the Vancouver Island University Foundation Board. He supports charities, including the Loaves and Fishes Food Bank, Alzheimer's Society of B.C., the Grace Ministries orphanage in the Congo, and his local Church.

Stephen and his fiancé Ashley enjoy travel and culture and are always looking for an adventure together. They recently got into organic gardening and relish in the science and challenge of growing produce to eat! Stephen is also an avid fly fisherman, surfer, and fitness enthusiast.