Excited to share my professional journey, spanning over 25 years in asset management, investment strategy, and financial leadership. My experience in macroeconomic research, portfolio construction, and client advisory has shaped my perspective on markets and investing. Passionate about financial education and sharing insights through public speaking and media engagements. Here is my biography.

Stephen J. Lidd, CPA, is a seasoned financial strategist with over 45 years of expertise in personal finance, corporate strategy, and business development. With credentials that include a CPA license, FINRA Series 66 and Series 7 certifications, and an MBA in Finance from the University of Chicago, Stephen has played pivotal roles in driving success for organizations ranging from startups to Fortune 500 companies. His career highlights include leading competitive assessments and M&A strategies at Verizon, managing venture capital investments at Sprint Nextel, and creating tailored financial plans for high-net-worth clients at LPL Financial An international thought leader, Stephen has delivered workshops and presentations while working across markets in Europe, Puerto Rico, and the U.S. Virgin Islands. Guided by his mission of “helping families in personal finance,” Stephen’s forward-thinking approach and commitment to excellence make him an invaluable asset to any organization.

With over 40 years of experience in wealth management and institutional investment strategies, I am passionate about delivering tailored solutions to meet the unique needs of clients. My journey reflects a commitment to excellence, innovation, and service. Here is my biography.

I'm excited to share a bit about my professional journey. Over the years, I’ve had the privilege of practicing Canadian income tax law, advising high-net-worth individuals, global families, and businesses on complex cross-border transactions. My work spans corporate tax planning, M&A, international trusts, and estates, all with a focus on helping clients navigate the intricacies of the Canadian tax system. With experience at global law firms, a background as an economist, and founding my own boutique tax practice, I’ve developed a unique perspective that combines legal expertise with economic insight. It’s been an incredibly rewarding journey, and I look forward to continuing to provide strategic tax solutions to clients around the world.