Who we are

Stephen Bishop & Associates

For over 35 years, Stephen Bishop & Associates have been managing the financial affairs and wealth of Maritimers with honesty, frankness, and transparency. Confident that we carry their best interest in our hearts, our clients thank us for the straight-forward approach that we use to turn a dense subject into a more clarified, and open-minded conversation. This plays a key role in nurturing our clients' fiscal understanding and positive attitude towards their finances.

We take pride in the work we do for our clients to help them reach their goals. The proof to us that we have done a good job is in the number of referrals we get from clients who tell us “no one has explained things to me this way”.

Our experienced financial and investment advisory team is dedicated to helping our clients — be they business owners, executives, self-employed professionals, and their families — by delivering sophisticated wealth management advice. We are inspired, unbiased, and independent thinkers who are not afraid to “tell it like it is”. We are candid with our clients because we value and respect their time. It’s that simple. We have built the type of firm we would choose as our own advisors. You will never hear phrases from us such as “our firm says” or “our people say” because we do our own research and provide our own views. That’s what enables us to work authentically in our client relationships.

Our objective is to understand your underlying ‘why’ in order to establish what’s most important to you because we know you are unique in your circumstances, priorities, preferences, and ambitions. We support your personal path to achieving your goals with the knowledge and experience we have gained over three-and-a-half decades in the wealth management industry.

With two offices in the Maritimes, we have built long-standing relationships with our clients, as well as our communities. If you want a good match with a wealth management team, who will be as invested in your finances as you are, reach out to us.

“I tell people what I am doing with my personal and my family’s money at the time - citing that this is the only way I can advise my clients. I can’t tell my clients to do something that I wouldn’t do for myself or my family and friends.”

– Stephen Bishop

Get to know the team

The Stephen Bishop & Associates team features knowledgeable experience and service. With 35+ years in the investment industry, Stephen’s journey has developed his values in transparency, trust, and working with each client as a unique case. Alongside him are two fully-licensed and experienced associate members, Lisa Muise with over 30 years at the firm, and Heather Bishop, Stephen’s sister-in-law and team member for over 10 years, following her 30-year career at a major bank.

Meet Stephen Bishop

Learn about Lisa Muise and Heather Bishop.