While running his own law firm, Stephen provides counsel for Wealth Stewards’ (WS) overall tax and estate activities, Stephen also brings his wisdom and experience to the planning and implementation of individual client situations.
Prior to joining Wealth Stewards, Stephen reported to the Chief Operating Officer, Private Client Division, of BMO Trust. He was responsible for the documentation and compliance -- particularly regarding income tax and trust law --of all of BMO Financial Group’s registered plans. He managed, coached, mentored and provided thought leadership to a team of up to 20 legal, compliance and administrative professionals in the group.
Previous to his banking experience, Steve was Senior Manager, Taxation, for KPMG, he researched and advised on a wide variety of corporate and personal tax matters.
Stephen is registered with The Law Society of Upper Canada in private practice and with the Ontario and Canadian Institutes as a Chartered Professional Accountant.
Phone: 905-891-6052 x5