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Finance is personal, and that’s
why it’s important to get tailored
advice from a professional. 

CONTACT us TODAY

Experienced Local Investment Advisors who assist RETIREES, families, Professionals, and Entrepreneurs in the creation and maintenance of long-term wealth.



We take an integrated approach to your investment, retirement and estate planning, helping you comfortably transition through every phase.


Client Resources

Your financial situation can be complicated. These helpful links, calculators and tools can help!  

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Services & Solutions

Partnering with Manulife Securities Incorporated, we are able offer you the best services, and the best advice. 

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Blogs, Articles & Insights

Stay informed and keep up to date with recent news and insights from the industry in Stephen's Corner.

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We'll Help You Stay the Course 


It Starts with a Conversation

Your financial well-being is not only about the investments in your accounts. Rather, it is about reaching your goals and living the life you desire.

Our personalized approach ensures you are both confident and knowledgeable about the path we are following. We start with a conversation so that we can hear your dreams and goals, your financial questions and concerns. Once we understand you and your unique needs, we apply the tools that are appropriate to your situation.  Throughout, we take advantage of opportunities to minimize tax and maximize your financial security.

Investing for your future is about YOU. And we want to know you better! Start now by contacting us for an introductory appointment.

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Conversations may be in our office, over Zoom, at a local coffee shop, your home or on the phone, but meetings will always cover a variety of themes as we work to know more about you and your goals. We know you will have questions too - and we’re ready for them! Our breadth and depth of experience ensures that you are comfortably transitioned through each phase of life.

Our Services include:

Investment & Asset Management

  • Goal setting and Required Rate of Return
  • Asset allocation based on personal goals and objectives
  • Ensuring investment selection is inline with goals & risk tolerance
  • Tax efficiency of Investments
  • Fee Analysis
  • Continuous Monitoring and goal checks

Retirement Planning

  • Retirement Income Projection and Analysis
  • Pension Analysis
  • Severance
  • TFSA or RSP ?
  • Goal Setting
  • CPP and OAS Analysis

Estate Planning  

  • Legacy Planning
  • Inheritance
  • Intergenerational transfers
  • Estate Bond
  • Gifting to children
  • Trusts
  • Charitable donations

**Some Estate Planning strategies may require the involvement of a legal professional.

Tax Minimization Strategies

  • Tax efficiency of investments
  • Tax deferral
  • Tax conversion
  • Passing assets through your estate
  • Income splitting
  • Intergenerational transfer

**Tax minimization strategies abide by rules set forth by the CRA and may require us to work along side a Chartered Accountant.

Other

  • Capital Needs and Cash Flow Analysis 
  • Education Planning     
  • Short term goal planning 
  • Debt Management
  • Beneficiary audit

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 ➥


Stephen Forsey  Photo

Stephen Forsey

Senior Investment Advisor
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Stephen Forsey, CIM, FCSI

Senior Investment Advisor - Manulife Securities Incorporated

Stephen has over 30 years of experience in the financial services and investment management industry.   His approach to advising clients is a holistic one as he understands that wealth accumulation and preservation is not solely about investments, rather ensuring clients feel comfortable with all aspects of their financial well being.  Whether the conversations occur in the office, at a local coffee shop, the client’s home or on the phone, meetings always cover a variety of themes.   Questions such as; What can I do to keep my spouse busy in retirement? Or I am single again, now what?   Stephen’s experience ensures that the client is comfortably transitioned through each phase.

A lifelong Maple Leafs fan, Stephen has been able to build a backyard rink for his family, friends and neighbours most winters since his daughters were small.  The Maple Leafs lack of sustained success in the playoffs has given him more time each spring to occasionally build benches from old hockey sticks which are gifted to friends and donated to local charity auctions. 

Throughout his career and decades as an Aurora resident, Stephen has been an active community volunteer.   He has been the Secretary/Treasurer of the York Oldtimers Hockey League since 2006 and was previously the Induction Committee Chair for the Aurora Sports Hall of Fame.

Stephen’s professional education includes a Hons. Bachelor of Administrative Studies from Trent University (1988), the Canadian Securities Course (1989), Certified Investment manager (1994), Fellow of the Canadian Securities Institute (1997) and the Professional Financial Planning Course (2002).  He continues to further his formal education and is presently working on additional licensing designations.

Stephen and his team look forward to meeting you soon to discuss what is most important to you!

p.s.  Don’t forget to have a look at what Stephen is currently reading on our website library page!



Michelle Black Photo

Michelle Black

Marketing Assistant
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Michelle Black

Marketing Assistant - Manulife Securities Incorporated

Michelle comes to us with a wealth of relationship management experience that has been garnered over a number of years in the financial services and legal industries.  She has a passion for helping individuals and families achieve their long term financial goals.

Michelle has a B.A. (Hons) from Queen’s University, a Master of Business Administration from the University of Toronto’s Rotman School of Management and has successfully completed the Canadian Securities Course.  



Stephen's Corner


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Stephen's Library

Currently Reading...

Purposeful Retirement

Hyrum W. Smith had Steve turning pages! This book will make you think about your retirement years with a new lens, whether you're in them, or planning for them.

Smart Women Finish Rich

This book outlines an excellent approach to retirement for women of all ages and stages.



Stay in Touch

It starts with a conversation - so let's talk!

A first conversation is a great way for you to get a sense of what its like to work with us. Click HERE to book a brief introduction with us, or send us a note using this contact form and you’ll hear back within 1 business day.

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Call 905-726-9343