Stephen Roberts
Available to Speak:
Virtual and in-person
About Stephen
By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, Stephen provides a confident approach to guiding my clients towards achieving their long-term financial goals.
Areas of Expertise
Stephen Roberts helps high net worth families make confident, long-term investment decisions through changing market cycles—grounded in disciplined portfolio construction and clear risk management. As a Wealth Advisor at CC&L Private Capital with 25+ years in financial services (including roles at Bank of America and Credit Suisse), he translates the market environment (rates, inflation, valuations, concentration risk, and alternatives) into practical strategy shifts clients can actually implement—so they stay focused and positioned, not reactive.
- Wealth stewardship
- Market outlook & positioning
- Portfolio construction
- Risk management
- Asset allocation
- Equity & fixed income strategy
- Alternatives diversification
- Inflation & rate-cycle strategy
- Concentration risk management
- High net worth advisory
Types of Events
Best for CEO forums and investor-minded audiences who want a plain-English market briefing (heading into 2025) and what’s changing in portfolio strategy—plus time for Q&A and real examples that connect macro headlines to smart decisions.
Common Engagements
- CEO Forum meetings
- Executive peer groups
- Finance/market outlook briefings
- Investor education sessions
- Wealth strategy workshops
- Panels
- Keynotes
- Q&A sessions
