At Starboard Wealth Planners, we believe that planning for your financial future starts with a conversation and evolves into a long-term relationship.
We want to know about you, your goals and ambitions, the things you enjoy doing, and the people you love. Developing that relationship takes time, but we think it’s worth it. It is important that you trust us, value our advice, and feel comfortable talking to us, even when some conversations are difficult.
Whether you are preparing for retirement, building or selling a business, estate planning, or stewarding a legacy, it is the people and things that matter to you that will influence the financial decisions you make.
We can provide you with information, discuss your options, and help you to make the decisions that are important to you and the people you care about.
We look forward to our first conversation.
Laurie Stephenson MA CLU CHFC CFP joined London life as an advisor in June of 1989 after graduating from Mount Allison University with an honours BA and the University of Waterloo with an MA. She spent the first ten years of her career in financial services in Toronto and the surrounding area, but, she always had the dream of coming home to Nova Scotia and having her own boutique firm. In 1999, Laurie relocated to Halifax. In 2006 Laurie Incorporated her practice and moved to Halifax's North End where she established her firm. Laurie has continued to maintain a practice in Ontario as well as Nova Scotia.
Her opinion and expertise are often sought by national publications. She's a member of Million Dollar Round Table.
Professionally, Laurie is most interested in financial planning, responsible investment, and US Canada tax planning.
Laurie believes in giving back. She is a past chair of the North End Business Association. She is a founder of Toronto's Pride Business Network. She is currently on the board of the North End Opportunities Fund.
When she isn't working, Laurie likes to be playing outside.
April Stroink , The Money Coach
April is a money coach and financial advisor who specializes in helping people create and enjoy financial wellbeing in their businesses and personal lives. She’s the creator of the Money Fix - a suite of programs to increase financial literacy for millennials, families and entrepreneurs.
A certified Profit First Professional, April has hands-on experience increasing the profits for multiple businesses (including her own) through a proven, globally recognized system that makes businesses more profitable.
April is a gifted teacher and speaker who leads numerous workshops annually at local colleges, business associations and masterminds. She’s helped hundreds of people and small businesses level-up their finances through her workshops, group programs and her astute one-on-one coaching.
In her previous life, April managed multiple investment teams throughout Atlantic Canada for large/national insurance company. She was also the owner and operator of a successful Halifax retail operation.
Today, April is a money coach - a supportive guide who helps you understand and feel confident about your finances and future goals. She’s known for her empathy and judgement-free coaching as she combines her expertise with her own past experiences.
April volunteers on several community boards, hosts a YouTube Channel with her daughter talking to teens about money, and helps out with her family’s 3rd generation blueberry farm. Most days you’ll find April in Halifax with her husband, their two kids and Mango, the golden retriever. On other days, you’ll find her enjoying the slopes, the climbing crags and the seascapes around the world living her best life.
Laurie Stephenson CFP CLU CHFC
BA Hons (Mount Allison), MA (Waterloo)
Carrie started with Starboard Wealth in January 2019, she currently holds her mutual fund license and is working towards her license in Life Insurance.
Before Starboard, Carrie spent the last 10 years working in the Department of Psychiatry at Dalhousie.
Carrie is originally from Windsor Ontario and has lived in Halifax since 2006. She is married and has 2 school aged children, who keep her very busy.
Carrie is the Office Manager at Starboard, she is working her way to become more involved in the retirement planning process and assisting Laurie in creating custom investment profiles for clients.
When she is not helping clients and assisting Laurie with running the office, she enjoys spending time with her family and working out.