Stephen Stuart

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.