Since 1991, Stan has led a team of financial professionals that expertly guides their clients through all aspects 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 also 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 and print media, and is a member of the Society of Trust & Estate Practitioners (STEP).
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.
Stan is a director and the past Chair of the Board of the Hearing Foundation of Canada.
"The relationships I have developed with my colleagues in 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."