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.
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, which allows for the utilization of various discretionary and non-discretionary investment management, tax strategies and investment planning strategies. Stephen is a life insurance advisor through TD Wealth Insurance Services and he incorporates insurance strategies as part of a holistic wealth plan. In early 2015, Stephen took his wealth management practice to a new level by expanding his team to align with Amyn Juma, Investment Advisor with TD Wealth Private Investment Advice. Today Stephen leads a highly talented team of eight and is responsible for over $2.2 billion in investment assets .
Stephen’s professional success has allowed him to be part of the President’s Club, which recognizes the top 1 per cent of advisors in Canada within TD Wealth Private Investment Advice. 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.
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.
1. as of Dec 2020
2. President's Club: meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards.
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.