Address1 First Canadian Place
Toronto, ON M5X 1H3
My BackgroundStephen is the senior member of our team with more than 34 years of experience in financial industry. Graduated from University of Toronto in 1981 and began working his way up through Merrill Lynch and CIBC. BMO Nesbitt Burns invited Stephen and his team to join them in 2002. Stephen achieved managerial status by 2007 in the downtown King Branch. He has continued to gain substantial experience in finance and estate planning, obtained his Professional Planner Certification, Associate Portfolio Manager Designation. Right now he is also a Designated Investment Advisor for China and Taiwan Residents.
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