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.
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.