Noseworthy Wealth Management is led by Stephen Noseworthy, Senior Portfolio Manager and Senior Investment Advisor of 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) designation 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.
At Noseworthy Wealth Management, we are committed to:
- Professional & Personal Approach to Honest, Straightforward Advice
- Long-Lasting Relationships Built on Trust
- Customized Wealth Planning
- Tailored Advisory and Portfolio Construction
These are the benefits that we bring to the table for our clients day in and day out. By uncovering what matters most to you and your family, our team will help you make stronger decisions about your investments and other financial matters. Whether your needs are straightforward or complex, we are dedicated to delivering tailored, comprehensive, wealth management strategies, all with our personalized, client-focused service.
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!
Disciplined Wealth Management Process
We believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That is why we take a unique approach to understanding you, your family and your values.
"A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times." - Brad Simpson, Chief Wealth Strategist, TD Wealth
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.
The Noseworthy Wealth Management office welcomes all inquiries.
As of April 30th, 2021, TD Bank Group had $1.7 trillion in assets, over 90,000 employees, and a full range of financial solutions that service TD clients around the world. For more than 165 years, TD has helped generations of clients with their personal, family and business assets in the ways that matter to them.
* https://www.td.com/about-tdbfg/corporate-information/corporate-profile/profile.jsp Noseworthy Wealth Management 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.