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Stephen Nelson

Portfolio ManagerInvestment Advisor

Sound investment advice built to help weather all market conditions

  • 66 Wellington Street West 11th Floor, TD Tower Toronto, ON M5K 1A2Map

Over the past two decades, Stephen Nelson has dedicated himself to establishing a disciplined and discreet wealth management practice within TD Wealth. His methodical approach to risk management is evident in the portfolios he creates for all his clients. He mitigates risk by applying a combination of uncorrelated strategies, including but not limited to: alternative investment products, options, special situations and long/short strategies.

Through years of building relationships with his clients, Stephen has become highly skilled in meeting the specialized needs of high-net-worth entrepreneurs, professional athletes, family foundations, and public company executives. In an effort to ensure that close client relationships are continually fostered, Stephen focuses primarily on families with investable assets in excess of $10 million and utilizes a combination of customized discretionary and non-discretionary investment management strategies along with tax and insurance strategies. In early 2015, Stephen took his wealth management practice to a new level by expanding his team to align with Amyn Juma, Portfolio Manager and Investment Advisor with TD Wealth Private Investment Advice. Stephen now leads a highly talented team of ten and is responsible for over $4 billion in investment assets as of November 2022.

As a husband and father of four, Stephen has focused his philanthropic efforts on children’s needs. He has raised over $1,000,000 to date for Holland Bloorview Kids Rehabilitation Hospital Foundation, which is one of Canada’s largest children’s rehabilitation teaching hospital.

Stephen has an Economics Degree from the University of Western Ontario and lives with his family in Toronto.


The Nelson Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (416) 982-7650
Branch Fax: (416) 944-6610

LANGUAGES

English

 

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