Portfolio Services

Portfolio managers help make investing simple.

Through our portfolio management services, we help you assess risk tolerance, time horizons and expected returns. Leveraging our expertise, tools and research, as Portfolio Managers we create the right investment plan for you.

Portfolio Management Team

Meet the people who make it all happen. We see big potential in every moment, and care deeply about what we do every day. Our leadership team reflects a group of diverse individuals with breadth and depth of experience across the company.

Frank Florio
Portfolio Manager
fflorio@stephenavenue.com 416-479-4103

We build personal relationships with each of our clients, allowing us to deliver personalized and truly independent investment advice.

Stephen Avenue is registered in British Columbia, Alberta, Manitoba, Ontario, and Quebec.