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Stephen Doney is a vet in the investment industry with over 30 years of experience helping clients realize their financial goals.
Using a simple, straightforward process, Stephen helps clients define their financial objectives in order to create a personalized investment strategy tailored to their unique circumstances. Using his Strategic Asset Allocation investment philosophy, his main focus is on building and protecting his client’s wealth so that they are able to leave a lasting legacy.
Stephen has been awarded the Portfolio Manager designation, an honour given to individuals who exemplify the firm’s highest standards in portfolio management. This designation allows him to provide his clients freedom from making day-to-day decisions regarding their investment portfolio.
Stephen also works in collaboration with a team of experts within TD Bank Group. This partnership allows Stephen the ability to provide sound advice on services such as estate planning, insurance and tax solutions, trust services, charitable giving, retirement planning, business succession strategies, and investment management.
Feel free to call and to set up an appointment to discuss some ideas or let us review your present investments and give you a complimentary