Laurie Stephenson

Principal and Financial Planner, Starboard Wealth Planners

Laurie Stephenson

Principal and Financial Planner, Starboard Wealth Planners

Biography

Laurie Stephenson has been a financial planner since 1989 and is licensed in Nova Scotia, Ontario, and British Columbia. She is a member of the Responsible Investment Association. When Laurie founded Starboard, her aim was to take experience gained from larger firms and create a smaller, more intimate financial planning company built on long-term client relationships. Some of Laurie’s clients have been with her for over 26 years and virtually all have come from referrals, including a number of intergenerational clients. Committed to helping people achieve their goals, Laurie offers a full financial planning service, including insurance, investment, retirement, and estate planning. Her insights and expertise have been sought out by many national publications, including the Globe and Mail, National Post, and Investment Executive. When she is not in the office, Laurie volunteers as chair of the North End Business Association. She also enjoys skiing and snowboarding, kayaking, reading, and going on adventures with her partner and many nieces and nephews.

All sessions by Laurie Stephenson