Stephen Gibson

Background

About Stephen Gibson

Providing cross-border Wealth Management service to Canadian and US residents.*An accomplished and disciplined Financial Advisor providing holistic wealth management solutions to a diverse and complex base of loyal and satisfied clients.*Financial strategies are built with clients through interactive and collaborative attention leading to in depth analysis of their current financial profile with focus on future financial and lifestyle goals.*Projection of future cash flow needs is a specialty and used to align current behaviour with one’s future goals in order to build a complete and realistic financial strategy.*Recommendations are provided on choosing appropriate investments for retirement, and estate planning solutions. Appropriate incorporation of life, disability, and critical insurance offerings are utilized to round out financial needs by ensuring adequate protection and development of relevant tax efficient estate planning strategies.*My focus is a holistic wealth management planning regimen through cash flow analysis and projection of future cash flow needs, leading to portfolio construction, investment management, estate planning advice and solution options RJLU Disclaimer: Raymond James (USA) Ltd. is a member of FINRA/SIPC. Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. ww.rjlu.com Disclaimers: bit.ly/RJLUDSCLMR bit.ly/RJLDSCLMR