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Stephen Doney

Investment AdvisorPortfolio Manager

  • CFP®
  • CIM®

Working together to help you achieve what truly matters to you

Hello and THANK YOU for clicking on my bio.

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 second opinion.  

Thank you.

ADDITIONAL CONTACT

Toll Free: (866) 641-2717
Fax: (519) 941-4128
Branch Office: (866) 641-2717
Branch Fax: (905) 456-1949

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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