Meet our team

Stephen Cudmore CFP®, BBA
Senior Vice President, Investment Advisor and Branch Manager
Tel: 902.620.2612 Fax: 902.620.2601 Toll Free: 1.877.655.7735

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.

Jonathan Ross
Senior Vice President, Wealth Management, Investment Advisor and Assistant Branch Manager
Tel: 902.620.2613

Jonathan has been providing investment advice to clients for over 17 years. Jonathan partnered with Stephen Cudmore over a decade ago to form Cudmore Ross Wealth Management. Jonathan’s responsibilities on our team include selecting assets, implementing plans and monitoring investments to achieve our clients’ specified investment goals. 

With a Bachelor of Business Administration from the University of Prince Edward Island, Jonathan has achieved several industry certifications and most recently graduated from the Securities Institute at the prestigious Wharton School of Business.

Like Stephen, Jonathan is an active Rotarian. He sits on the board of the PEI Community Foundation and is Chair of the Investments Committee.  He is on the Bid Committee for the 2023 Canada Winter Games and President of Charlottetown Executive Association.   When not serving his clients or the community, Jonathan and his teammates campaign a competitive sailboat. He lives in Stratford with his partner Emma, and his young children Dexter and Summer.

Garth Doiron CGA
Associate Investment Advisor
Tel: 902.620.2614

Garth, a Certified Professional Accountant, has been providing clients with investment and financial planning advice for over 16 years. He spent the first seven years in the business building his own practice before partnering with Cudmore Ross Wealth Management in 2009 to help serve their client base. Garth spends most of his days providing direct investment and/or financial planning advice to our clients. 

Garth graduated from the University of Prince Edward Island with a BBA and a major in Accounting in 1991. He earned the Certified General Accountant’s designation in 1996. Garth worked as a Financial Controller for private businesses for many years before transferring his skills to the investment business. His CPA desigination provides him with a good knowledge of tax issues with which our entrepreneurial clients may be dealing.

As a Past President of the Summerside Chamber of Commerce, Garth has served on many volunteer boards over the years and is currently acting as Secretary Treasurer on the Board of the Summerside Boys and Girls Club and Youth Engagement Center. Garth and his wife Lisa have two boys, Zach and Tanner. In his spare time Garth likes to keep active whether it’s walking the dogs with Lisa, working out at the gym, or playing squash hockey and golf.

Julie Connolly
Assistant
Tel: 902.620.2615

Julie is a highly accomplished Executive Assistant with 18 years of professional experience in administration and client service. She is known as a detail-oriented professional with a passion for accuracy. Julie’s foremost goal is to serve Cudmore Ross Wealth Management clients in a timely and efficient manner.

Julie is responsible for a full range of administrative duties and takes pride in delivering a great client experience. But her greatest contribution is how much she cares about what is important to our clients. She has worked in the financial industry for ten years and is currently studying to complete her Canadian Securities Course with the Canadian Securities Institute.

Julie is a runner who enjoys participating in charity races such as The Run for the Cure. She is also involved in fundraising for Bowl for Kids Sake for Big Brothers Big Sisters of PEI and the Children’s Wish Foundation.