Stephen Nelson

Senior Portfolio Manager, Senior Investment Advisor

E: stephen.nelson@td.com | T: (416) 307-8690

Over the past two decades, Stephen Nelson has dedicated himself to establishing a disciplined and discreet wealth management practice within TD Wealth. He is the successful author of two bestselling books and serves on the board of directors for Medexus Pharmaceuticals. His methodical approach to risk management is evident in the portfolios he creates for his clients, utilizing a combination of uncorrelated strategies, including alternative investment products, options, special situations, and long/short strategies to mitigate risk.

Through years of building relationships, 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 elevated his wealth management practice by aligning with Amyn Juma, Portfolio Manager and Investment Advisor with TD Wealth Private Investment Advice. Stephen now leads a talented team of ten and oversees over $4 billion in investment assets as of November 2022.

A devoted husband and father of four, Stephen has focused his philanthropic efforts on children’s needs. He has raised over $1,000,000 for the Holland Bloorview Kids Rehabilitation Hospital Foundation, which supports one of Canada’s largest children's rehabilitation teaching hospitals.

Holland Bloorview concentrates in providing care to children with disabilities, helping them achieve their potential through innovative therapies, education, and family-centered care. The foundation funds vital programs and services that enhance the quality of life for these children, ensuring they have access to the resources they need to thrive. In addition to his work with Holland Bloorview, Stephen supports SickKids Hospital in numerous ways every year, further demonstrating his dedication to improving children's health and well-being.

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