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Together we will chart your path.

Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs.

Contact us ➥

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Stephen Forsey

Senior Investment Advisor

Stephen Forsey, CIM, FCSI

Senior Investment Advisor - Manulife Wealth Inc.

For almost 30 years Stephen has been providing clients with investment advice and wealth management.   His approach continues to be a holistic one ensuring that clients are comfortably transitioned through all parts of their financial lives.  The network of other professionals that Stephen has fostered throughout his career is also a resource that is available to assist those individuals and households.

Stephen is very involved in his community having previously been the President of the Aurora Chamber of Commerce and Chair of the Induction Committee for the Aurora Sport Hall of Fame.

An avid hockey player, and still hoping to get drafted someday, he has been the Secretary/Treasurer of the York Oldtimers Hockey League since 2006.  He is also a board member of Sport Aurora and continues to serve as master of Ceremonies for their annual Volunteer Recognition event.

Stephen and his wife Anne have lived in Aurora since 1992 where they have raised their three daughters. They enjoy sailing in the summer and skiing in the winter.

Zach Rose Photo
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Zach Rose

Administrative Assistant

Zach Rose

Administrative Assistant - Manulife Wealth Inc.

Zach currently attends the University of Toronto for a physics degree that he will complete at the end of 2023. Zach started here in April 2023 (while completing his studies), ensuring that Michelle and Stephen keep on top of things around the office whilst providing attentive administrative care, Zach grew up in nearby Mount Albert and currently resides there. In his spare time, Zach can be found walking his black lab Daisy or researching his next stock to analyze.

Call 905-726-9343