“Planning is everything. Most people aim at nothing and hit that target with tremendous accuracy.”
As a Senior Wealth Advisor, Stephen’s areas of expertise include strategic business advisory services, including liquidation and exit strategies, private enterprise planning, family business and succession planning, and retirement planning. Over a 41-year career in public accounting, he provided clients with pragmatic advice and thoughtful business insight and is a valued advisor to KJH Investors in supporting wealth management strategies for high-net-worth individuals.
Prior to joining KJ Harrison Investors in 2016, Stephen spent his final six years in public accounting at Grant Thornton LLP, including serving as Partner and National Leader, Privately Held Business from 2013 to 2016. His practice focused extensively on professional service firms, advising legal, medical, architectural, and consulting practices on strategic and operational matters.
Stephen is a sought-after speaker on strategic and business-related topics and has presented to organizations including the Toronto Law Office Managers Association, the Ontario Bar Association, the Canadian Law Firm Leaders Summit, the International Federation of Intellectual Property Attorneys, CAFÉ (Canadian Association of Family Enterprise), and the Pharmacy Finance Symposium. Stephen brings his passion for best-in-class client service and his deep expertise to his role on the KJH Investors team at Harbourfront Wealth.
In his spare time, he can often be found playing tennis with his life partner, Carol, spending time with his daughters and grandchildren, travelling, and enjoying fine wine and jazz.