As a Wealth Advisor with TD Wealth Private Wealth Management, Stephen provides guidance to families and businesses helping them navigate both the opportunities and complexities that can come with managing wealth.
Whether clients are looking to manage, grow, protect or transition their wealth, he understands how difficult it may be to balance these priorities and as a single point of contact for clients is committed to making these varying considerations simplified and seamless.
He works with a team of highly skilled and passionate professionals who specialize in holistic wealth management and encompasses the areas of private investment management, cross border banking, implementing tax efficient strategies, wealth protection, and leaving a legacy.
Stephen holds the Chartered Investment Manager, Certified Financial Planner, and Certified Executor Advisor designations and has over 20 years experience in the financial services industry, all of which have been spent directly advising clients.
Certified / Registered Financial Planner
As Owner and President of HP Solutions Ltd., I have more than 25 years of experience in providing fully bilingual lifestyle and financial stability solutions that protect my clients and their loves ones against unexpected financial adversity and unforeseen changes in their life circumstances.
Once those protection and risk management measures are in place, I provide expert advice to guide my clients along the shortest path to their goals for financial, retirement and estate success.
Our starting point will be the full analysis of your current financial situation. It is vitally important that you truly understand your own financial picture so we will take a confidential look at your cash flow, assets, spending habits and debt load. After factoring in your current investments and insurance coverage, I will identify any gaps in your existing strategies and create a comprehensive financial plan geared to increase your present and future financial well being.
I have earned my professional reputation for responding to questions quickly and resolving financial issues effectively. My assessments are honest and impartial and my recommendations are always tailored to your specific requirements.
Specialties: Personal and Group Health Plans, Travel Insurance; Life, Critical Illness and DisabilityInsurance; Long-Term Care Benefits; Investments, Annuities and Registered Accounts; Fixed Income Products and Segregated Funds; Financial and Retirement Income Strategies and Tax Planning; Estate and Legacy Planning Services.
My main interest is in helping people achieve financial freedom. I am continually seeking more knowledge about products and services of benefit to my clients.
On my off hours, I enjoy fishing, ATVing, road trips and taking vacations with my wife. Closer to home, you will often find me puttering around my house and lakefront property.
We are providing financial guidance and advice for all stages of your life providing financial planning, RRSPs, TFSAs, RESPs, mutual and segregated funds, retirement and estate planning. I am a Certified Financial Planner, Chartered Life Underwriter and Certified Executor Advisor. My mission is to help you make smart decisions with your money.