Contact Stephen Stuart Please share a little about yourself and how I can help.
Email mePlease share a little about yourself and the best way I can reach you.
Request an appointment
Please complete the information below and I will contact you shortly
your message has been sent to Stephen Stuart
Contact Stephen Stuart
Please share a little about yourself and how I can help.
Email me
Please share a little about yourself and the best way I can reach you.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
The details you shared
Request an appointment
Please provide the information below and you will be contacted soon by a TD Wealth advisor.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
Best time to call you
Preferred appointment dates
Comment
Trained as a lawyer, Stephen Stuart was formerly the Director of Financial Planning for one of Canada’s largest life insurance companies.
Holding the Certified Financial Planner designation, he feels that he has considerable expertise in trust, insurance strategies, and advanced tax-related issues. For several years Stephen served as the author of the Law and the Financial Planner course for the Chartered Financial Planner program.
A widely published author and an active public speaker, he has addressed the National Canadian Association of Financial Planners (CAPF) convention and served as a moderator for the Chartered Life Underwriters (CLU) Applied Estate Planning Course.
Married with three daughters, Stephen includes tennis, skiing, long-distance running (he has completed five marathons) and golf among his most important pastimes.
LSBB Family Office, LSBB|Lee Stuart Bryson Biro|Family Office or Lee Stuart Bryson Biro Family Office is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
With over 25 years in the practice of wealth management, Ben Lee holds the following designations: Certified Financial Planner (CFP®), a Chartered Investment Manager (CIM®) and a Fellow of Canadian Securities Institute(FCSI®), which is the pinnacle achievement for financial credentials.
A member of the TD Wealth President’s Club – a distinction reserved for the top 30 performing TD Portfolio Managers and Investment Advisors in Canada, he joined TD Wealth Private Investment Advice as an Investment Advisor in 1997 after periods of working at another major bank and insurance company.*
Ben believes that his talent for nurturing warm personal client relationships, combined with a proven track record for helping clients to grow their portfolios, has earned Ben an enviable reputation for the delivery of sustained results.
Married with three children, Ben and his family enjoy international travel, skiing and scuba diving.
*President's Club is awarded to those 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.
LSBB Family Office 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.
A member of LSBB Family Office since 2006, Wayne has over 25 years of experience in the wealth management arena and holds the designations of a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of Canadian Securities Institute (FCSI®), which is the pinnacle achievement of financial credentials. Wayne is also a member of the TD Wealth Private Investment Advice Executive Club – which is a distinction reserved for those who are among the top performing TD Investment Advisors in Canada. President's Club is awarded to employees for 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.
Wayne believes that the protection and growth of wealth requires vision, planning and discipline. His proven approach to wealth management includes a personalized investment policy, taxation strategies, insurance strategies and estate planning strategies. Recognized as one of the leading Portfolio Managers in the investment industry, Wayne believes that he has built his strong reputation on the foundations of trust, integrity and accountability.
Wayne is married with two daughters. In his spare time he enjoys hockey, golf and working on his cottage.
LSBB Family Office 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.
Vincent joined the team in September 2012 to focus on client relationship management, business development and developing and executing investment strategies for our discretionary and non-discretionary client portfolios. Before joining Lee Stuart Bryson Biro, Vincent worked with Invesco Trimark as a Regional Associate, focusing on business development and client servicing. Prior to that, he held positions in equity research and business development at alternative asset managers in Toronto specializing in equity market neutral and long/short investment strategies.
Vincent received a Bachelor of Arts degree (Political Science, Minor in Management Studies) from the University of Waterloo in 2006. He was awarded the Chartered Investment Manager (CIM®) designation and is also a Fellow of CSI (FCSI®), the pinnacle achievement in the Canadian financial services industry. He has received his options and derivatives license and has over 8 years of experience in the investment industry. He is a Certified Retirement Specialist and is fully licensed with the Ontario Securities Commission and the Investment Industry Regulatory Organization of Canada (IIROC).
Tara Biro holds the Financial Management Advisor (FMA) designation and brings over 22 years of financial services experience to LSBB Family Office. She began her career as a Financial Service Representative in the TD Canada Trust retail network and joined the LSBB Family Office team 15 years ago where she now enjoys success as an Investment Advisor.
Tara maintains a genuine interest in her clients and is focused on building meaningful relationships. We believe that developing strong foundations and collaborating with her clients makes her very effective at creating personalized investment plans. She feels that her clients have confidence that they can realize their financial goals and build wealth. Her knowledge and experience in the industry along with her attention to detail helps to give her clients reassurance and meet her goal of providing optimum results.
LSBB Family Office 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
Thor joined the team in June 2014 to focus on developing and executing investment strategies for our discretionary and non-discretionary client portfolios. Before joining LSBB Family Office, Thor held research and investment management positions with other securities dealerships managing high net worth client portfolios for over 10 years.
Thor received a Bachelor of Commerce degree from the University of Lethbridge. He was awarded the Chartered Financial Analyst designation in 2005 and is a member of the CFA Institute and the Toronto CFA Society. He is fully licensed with the Ontario Securities Commission and the Investment Industry Regulatory Organization of Canada (IIROC).
Ken joined the team in August 2015 to focus on client relationship management, business development as well as creating and executing investment strategies for our discretionary and non-discretionary client portfolios. Before joining LSBB, Ken worked with TD Direct Investing as a Team Manager, focusing on assisting clients in managing their own portfolios. Prior to that, he began his career with one of the big six banks in the mid 1990's where he quickly rose through the ranks over a 5 year period before joining a well-known, independent Wealth Management firm for over 10 years.
Ken was awarded the Canadian Investment Manager (CIM) designation and is also a Fellow of CSI (FCSI®), the pinnacle achievement in the Canadian financial services industry. He has received his Options and Derivatives license and has over 22 years of experience in the investment industry and is fully licensed with the Ontario Securities Commission and the Investment Industry Regulatory Organization of Canada (IIROC). Ken is married and lives in Markham with his wife. In his spare time, Ken enjoys fishing and the outdoors and also practices martial arts.
Eliza has been a member of LSBB for over 10 years and has been working within the financial services industry for over 20 years taking successive roles in direct client servicing. With her knowledge of back office processing and administration, experience working with registered and non-registered products and client account logistics, she is a valuable member of the team.
Eliza has completed her Canadian Securities Course and is fully licensed with the Ontario Securities Commission and the Investment Industry Regulatory Organization of Canada (IIROC).
Cheuk joined TD in 2005 and has been with LSBB for over 5 years focusing on providing account logistical support, client investment strategies and client servicing. With knowledge in a variety of investment strategies, Cheuk is able to offer our team ideas that present value and opportunity for our clients.
Cheuk has completed his Canadian Securities Course and his Derivatives course.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Bob Izatt
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Geoffrey Smith
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Charley Tsai
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/stephen.w.stuart
U.S. economy: Signs of resilience help to ease recession worries
While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.
New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
Do you know someone who would benefit from my services?
Share my profile
stephen.w.stuart@td.com
Mailing List
Receive content from TD Wealth
To better serve you, TD Wealth has created material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services to help you reach your financial goals. Sign up today to receive the latest news and information from TD Wealth.
If you no longer wish to receive our emails, please use the unsubscribe link above.
By clicking Unsubscribe, you will no longer receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via email and/or standard mail .
By clicking Submit, you agree to receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via e-mail and/or standard mail from based on the information you provided. If you wish to unsubscribe at any time, you can use the Unsubscribe Form on this page or the Unsubscribe link in any email communication received from .