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Stephen Stuart

Vice PresidentInvestment Advisor

  • LL.B.
  • CFP®
  • RFP

"Working together to help you achieve what truly matters to you"

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 director and 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.




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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.

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Toll Free: (888) 474-1858
Fax: (905) 474-3783
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

We're redefining private wealth management.

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.

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