Starboard Wealth Planners

Today's shoutout goes to Starboard Wealth Planners!

For 37 years, Laurie Stephenson of Starboard Wealth Planners has been serving the q***r community. Laurie started her business in Toronto in 1989, but always dreamed of coming home to Nova Scotia. In 1999, she and her partner made that dream a reality and moved to St. Margaret’s Bay.

Every month is Pride Month at Starboard Wealth Planners. Having grown up on the South Shore, Laurie understands how important rural Pride festivals are. She was one of the first members and sponsors of St. Margaret's Bay Pride, and we are grateful for her longstanding support.

She and her team are delighted to the sponsoring the silent disco portion of Bay Pride Fest this year. Find her on the dance floor this Saturday at the Hubbards Barn!

You have to scroll wayyy down, but we are pleased to see our founder, Laurie Stephenson on this list of amazing women in Canada's wealth management space!

Wealth Professional honours 2025 top 50 leading women in wealth Trailblazing advisors reshape Canadian wealth with innovation, resilience, and client‑first leadership

Happy New Year to my network! 2025 is already a year of change. I am delighted to announce that Michael Klasz has officially joined Starboard Wealth Planners as an Associate Advisor. Mike has been working with me for a couple of years and has really proven himself. Mike has built an excellent reputation and is growing a very strong practice. Those of you who know the story of how Mike came to me will laugh, because Mike was right, he has really grown on me. Congrats Mike.

Thank you to all the friends and clients who made 2024 a successful year. We look forward to 2025.

Thanks to Kaye, Mike and Jen at our office for processing what seems like a million RESP withdrawals over past few weeks! And congratulations to all the students. Happy September!

Send a message to learn more

The last day to make an RRSP contribution for 2023 is February 29th. If you need some help, reach out.

Goodbye sweet Piper. July 2000 - February 2024. Loyal colleague and fun-loving friend.

Facebook will not let me post a great article on FHSA and planning with spouses. See if this link will work if you are interested.

www.linkedin.com

First Home Savings Accounts are very popular and for good reason. This excellent article explores some opportunities and possible pitfalls. It is also a good reminder that even if you and your partner do not merge your money, you might want to consider merging your financial planning to ensure you make use of every opportunity available.

FHSAs and the role of spouses | Advisor's Edge Help clients get the maximum benefit from these accounts

This is a good article! We are up to speed on the FHSA. We have been really enjoying brainstorming with our clients about all the opportunities available using this new structure. This is a great opportunity. Reach out if you want to learn more.

Why the FHSA isn't just a homeownership game-changer From retirement savings to giving to the next generation with warm hands, two planning experts explore creative options