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 Relationship Associate
Bachelor of Commerce
Holly Manning, Client Relationship Associate
Holly Manning joined TD in 2005. Her sound judgement and knowledge has earned her the trust and loyalty of investors. She believes that managing risk and focusing on financial objectives are the cornerstones of a successful portfolio. Holly is responsible for the day-to-day trading for the team. She holds a Bachelor of Commerce degree from McGill's Desautels Faculty of Management and has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME) course.
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).
Administrative Associate
Administrative Associate
Officially - Administrative Associate
Unofficially - Chief of Communications Officer
Lisa manages all client communications including but not limited to important messages to clients, holiday celebrations and the signing of compliance documentation.
Lisa started at TD in January 2023; she came to us with 12 years of experience working in multiple roles for another financial institution. Throughout her career Lisa has been recognized for her leadership qualities, her ability to engage others, her due diligence, and problem-solving abilities as well as her determination. She is proactive and thoughtful allowing her to always put her clients first and offer a top tier level of experience.
