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.

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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.

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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.

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