Stephen cherishes the long-term client relationships he’s cultivated through years of open communication and attentive service. He appreciates the fact that his clients want to be involved in day-to-day investment decisions and the conversation that develops as a result.Through such engagement, Stephen enjoys growing both his clients’ investments and their relationships. Many client families now have three generations working with Stephen, who is always happy to help guide younger family members through the many different aspects of wealth management.
Stephen has a wide range of interests and a huge appetite for learning. As a member of the Victoria Rhododendron Society, he works tirelessly to keep his rhodo garden in beautiful condition. His grandparents owned an antique shop in Victoria and introduced him to collecting when he was a young child, and he continues to collect antiques and art today. As well, travel and visiting museums and galleries is high on his list of favourite things to do. These are some of the reasons he enjoys time spent with clients – not only discussing investments, but sharing common interests and discovering new ones!