Stephen has been providing investment 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 and corporations.
He later obtained is Certified Financial Planning, Professional 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 Partner, Director and Branch Manager of Richardson GMP in Atlantic Canada.
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. Stephen is a Paul Harris Fellow in Rotary and he continues his involvement in the Community as a board member of Holland College Foundation and the local board of the Investment Industry Regulatory Association of Canada. He also serves on the executive of the Charlottetown Yacht Club, The PEI Sailing Team and the PEI Alpine Ski Team. Stephen is Married to Michelle. They have two daughters Makena and Macy. As a family, they love skiing, sailing, hiking, travelling and walking their Portuguese Water Dog named Levi.