Stanley Tepner

First Vice-President, Portfolio Manager & Investment Advisor,

CIBC Wood Gundy

(416) 229-5566

Since 1991, Stan has led a team of financial professionals that expertly guides clients through all the components of wealth management and estate planning, including financial planning, tax planning, investment portfolio management and insurance-based strategies.

A graduate of the Queen’s University MBA Program, Stan is a Chartered Professional Accountant and a Chartered Accountant who specialized in income tax during more than a decade in practice with major public accountancy firms, prior to his joining the wealth management industry.

 

He is also a Certified Financial Planner who is frequently sought out for his expert views by the television, radio, print and online media. He is a member of the Society of Trust & Estate Practitioners (STEP) and is a Responsible Investment Specialist.

A long-standing member of CIBC Wood Gundy’s prestigious Chairman’s Council, Stan has been a prolific contributor of financial wisdom through hundreds of articles, interviews and broadcast appearances, and through his lectures and courses at the University of Toronto and at York and Ryerson Universities.

"The relationships I have developed with my colleagues in The Toronto Resource Partners have given me the confidence to know that when my clients require the services provided by these colleagues, they will be performed in the most competent and ethical manner possible."

Toronto Resource Partners is an exclusive group of experienced business professionals, each trusted experts in their field. Your personal board of directors, since 2003.

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