Stephen has been providing investors with investment management and comprehensive financial planning solutions for over 25 years. He began serving the needs of high net worth clients on Bay St. in Toronto in 1992. In 1996, he moved back to his home province of Prince Edward Island to serve the needs of affluent families here and abroad.
In 2004, he partnered with Jonathan Ross to form Cudmore Ross Wealth Management. Stephen is known for his hard work, passion for managing wealth wisely in a way that adds meaningful value to people’s lives, and for his dedication to helping people forge their financial path to achieve their highest goals.
Through detailed conversations, Stephen gets a clear picture of a client’s situation and, most importantly, their family aspirations. He specializes in developing strategic plans to minimize tax through conservative investments, coordinating and simplifying the wealth process to enable people to focus on the things that hold the greatest importance to them.
Stephen earned his Bachelor of Business Administration from Bishop’s University and is an active volunteer in the community through Rotary International, the board of Holland College Foundation, and the board of the Charlottetown Yacht Club. He also serves as the President of the PEI Dinghy Racing team, and is Vice President of the PEI Alpine Ski Association. Stephen is also on the Board of the Prince Edward Island chapter of the Investment Industry Regulatory Association of Canada (IIROC). He lives in Charlottetown with his wife and two daughters who share his love of sailing and skiing.