Meet The Team

Senior Portfolio Manager

Senior Investment Advisor

CIM®

A veteran in wealth management, Stephen’s career has spanned more than 20 years, in four of Canada’s largest urban centres, where he has acted as advisor and mentor to clients and wealth professionals alike. Stephen credits his years as a Branch Manager for inspiring him to return to a client advisory role – working directly with successful entrepreneurs and professionals, helping them realize their lifelong dreams through financial confidence. Having worked with a number of esteemed wealth advisors in Canada, Stephen’s primary satisfaction comes from helping clients choose investments that have the potential to offer growth and preserve capital by investing with a margin of safety. Stephen is grateful for the experience that’s come from living and working in some of Canada’s most exciting cities, but he’s proud to call Montreal home.

English

French

Client Service Associate

B.Comm Finance

About Sima-Rose Khayat

Sima-Rose Khayat joined Stephen Dupuis Wealth Management in 2020. She's detail oriented and highly organized. Sima's ability to work in a fast-paced and dynamic environment help her in her role. She is responsible for client relations and service, account administration and general right-hand support. Sima holds a Bachelor of Commerce degree with a major in Finance from UQAM, École des Science de la Gestion. She has successfully completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), the Investment funds in Canada (IFC) course and the Wealth Management Essentials course (WME).