Stephen is a seasoned professional in the realm of financial services with a wealth of experience spanning over a decade as an accredited financial planner. Holding esteemed designations including the PFP® (Personal Financial Planner) and QAFP® (Qualified Associate Financial Planner), Stephen is currently advancing his expertise by pursuing the CFP (Certified Financial Planner) credential.
Having attended both Mohawk College and McMaster University, Stephen brings a diverse skill set to RowanOak and its clients. His journey in finance has taken him through respected institutions such as BMO and RBC, with much of his career dedicated to enriching the financial landscapes of clients at RBC. Specializing in investment and retirement planning, estate planning, and business succession planning, Stephen is particularly adept at navigating the complexities for high net-worth families and their wealth planning needs.
Currently residing in Burlington with his wife and two young children, Stephen finds joy in balancing the demands of family life with his passions outside of work. An avid camper, martial artist, music enthusiast, and aviation aficionado, Stephen embraces life’s adventures both in and out of the office.
