Laurie Stephenson

Home / Laurie Stephenson

RIA Advisor Logo 2014 webPrincipal
Starboard Wealth Planners

2371 Agricola St
Halifax, NS
B3k 4B7

Tel: 902.430.0908
Email | Website | LinkedIn

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.



Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

Mackenzie Investments
HSBC
HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Evolve Funds
SAGE Connected Investing
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group
CoPower