Stephen Nelson

Senior Portfolio Manager, Senior Investment Advisor
E: stephen.nelson@td.com | T: (416) 307-8690

Over the past three decades, Stephen Nelson has dedicated himself to establishing a disciplined and discreet wealth management practice within TD Wealth. He is the successful author of two bestselling investment books and has served on the Boards of various companies.  He currently serves on the Board of Directors at Medexus Pharmaceutical Inc, a publicly traded specialty pharmaceutical company.

Through years of building relationships, Stephen has become highly skilled in meeting the specialized needs of high-net-worth entrepreneurs, professional athletes, family foundations, and public company executives. To ensure that client relationships are continually fostered, Stephen focuses primarily on families with investable assets in excess of $10 million and uses customized discretionary and non-discretionary investment management strategies alongside various tax and insurance strategies to meet their needs. Furthermore, his methodical approach to risk management is evident in the portfolios he creates. He utilizes a combination of uncorrelated strategies, including alternative investments, options, special situations, structured notes, and long/short strategies to mitigate risk.

In early 2015, Stephen elevated his wealth management practice by aligning with Amyn Juma, Portfolio Manager and Investment Advisor with TD Wealth Private Investment Advice. Stephen now leads a talented team of ten and oversees one of the top teams in Canada with approximately $5 billion in investment assets as of October 2024.

A devoted husband and father of four, Stephen has focused his philanthropic efforts on children’s needs. He has raised over $1,000,000 for the Holland Bloorview Foundation, in support of Canada’s largest children's rehabilitation hospital. Additionally, Stephen has raised over $500,000 for the SickKids Foundation, which directly supports The Hospital for Sick Children in Toronto.

Stephen holds an Economics Degree from the University of Western Ontario and lives in Toronto.