Stephen started his career as a Financial Consultant and financial planner in 1995, during which time he gained extensive experience in creating and managing portfolios for high net worth clients. Stephen had a particular focus on business owners, professionals and physicians.

In 2016, he started as Wealth Planning Specialist with IG throughout Nova Scotia and in 2017 added the responsibilities for those regions throughout Newfoundland. His ability to create sophisticated portfolio solutions along with his CERTIFIED FINANCIAL PLANNER (CFP) designation, helps him provide a multi-dimensional approach to financial matters resulting in more appropriate solutions for both a client’s present and future goals.

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.