Stephen Noseworthy
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Senior Investment Advisor
Senior Portfolio Manager
CFA
CFP®
Working together to help you achieve what truly matters to you
Phone
Office Location
Noseworthy Wealth Management is led by Stephen Noseworthy, Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice. Stephen has been involved in the Financial Service Industry since 1994 and has been assisting clients with wealth management for over 25 years. He achieved the prestigious Chartered Financial Analyst (CFA) charter in 2000 from the Association for Investment Management and Research (Charlottesville, Virginia) and in 2002 he achieved the Certified Financial Planner (CFP®) designation. Stephen is also a graduate of Memorial University of Newfoundland and completed his degree in economics and business. As a Senior Portfolio Manager, Stephen is qualified to offer discretionary portfolio management, which frees his clients from the pressures of making investment decisions, delivers added oversight and offers several other benefits.
A local to the St. John's region, Stephen understands no two people are the same—each carries unique goals and challenges. He develops long-term relationships with clients and their families to help them achieve their vision for their future. In the end, he wants his clients to feel secure and confident that their wealth is working for them, their families and their legacy.
He resides in Middle Cove, Newfoundland with his wife Karen and their two children. He is actively involved in various charities in the St. John’s region with TD Wealth Private Investment Advice and TD Canada Trust.
Noseworthy Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Fax
(709) 758-5299
Certificates
CFA
CFP®
Languages
English
Education
Memorial University of Newfoundland
Working together to help you achieve what truly matters to you
- Professional & Personal Approach to Honest, Straightforward Advice
- Long-Lasting Relationships Built on Trust
- Customized Wealth Planning
- Tailored Advisory and Portfolio Construction
With over 60 years of combined industry experience, we use a team approach to foster a comprehensive and disciplined wealth planning process by placing our client's interests at the forefront of everything we do. While working closely with you, we hope to achieve one central goal – yours!
Our aim is to be the primary financial resource for families with assets of a minimum of $500,000 who are seeking to preserve and maximize their wealth through comprehensive high net worth financial planning.
Disciplined Wealth Management Process
- Understanding: We take the time to understand your needs, dreams and aspirations.
- Confirmation: We summarize our understanding of your financial priorities and needs to make sure you're in agreement.
- Determine Solutions: Our experienced team works together to develop a personal strategy that is designed to help you meet your specific goals.
- Present Solutions: We present your strategy to you for discussion and approval.
- Implement Solutions: We work with you to put your strategy into action.
- Ongoing Management and Review: We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
Benefits of Discretionary Investing
- You no longer have to make daily investment decisions - you can entrust them to our team. We can manage your money for you, not just with you.
- One transparent, asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
- Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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