Stephen Stuart

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 strategies, 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 previously a 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.