Starboard Wealth Planners
2371 Agricola St
Laurie Stephenson has been a financial planner since 1989 and is licensed in Nova Scotia, Ontario, and British Columbia. When she 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 20 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, retirement, and estate planning, and 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 co-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.
Laurie’s book, Financial Planning Starts With an Honest Conversation, will be available in early 2016.