Stephen has been providing wealth advisory services since 1992. Beginning his career in Toronto, Stephen obtained his Canadian Securities with Honors, and specialized in meeting the wealth management needs of high-net-worth families.
He later obtained is Certified Financial Planning, Insurance and Estate planning, Options Supervision, and High Net worth Advisory designations. For over 10 years Stephen was Vice President and Branch Manager for one of Canada’s largest bank owned investment dealers.
In 2014, Stephen became a Branch Manager of Richardson Wealth for Atlantic Canada and currently manages one of the largest wealth management practices in his home province of Prince Edward Island.
In 2022, Stephen obtained his Family Enterprise Advisor designation. The FEA is one of the leading designations in the world for helping families of significant wealth navigate the complexities of transitioning this wealth to the next generation.
Stephen is an active volunteer in the community as past Chair for the Fundraising committee for the Summerside Wellness Center, the past chair of the fundraising committee for the Summerside Rotary Inspire Learning Centre, past president of the Rotary Club of Summerside and past Chair of the PEI Easter Seals Campaign, past board member of the Holland College Foundation and past VP of the PEI Alpine Ski Team. Stephen is a multiple Paul Harris Fellow in Rotary, and he continues his involvement in the community as a member of the local board of the Investment Industry Regulatory Association of Canada. He also serves as Commodore of the Charlottetown Yacht Club and is founder of the PEI Waterfront Festival.
Stephen is married to Michelle. They have two university age daughters Makena and Macy. As a family, they love skiing, sailing, hiking, travelling, and walking their Portuguese Water Dog named Jordie.