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.
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.