Stephen Duquette
Portfolio Manager & Private Wealth Manager
I have spent nearly three decades helping people build the kind of financial security my own parents never had. That question—how families create lasting stability—has shaped my entire career and continues to guide the work I do today.
I grew up in Midland’s Dollartown neighbourhood, where I watched my father get laid off from the local boat factory in his fifties. My parents worked incredibly hard raising three kids, but they never had the benefit of thoughtful financial guidance. When they eventually retired on government benefits alone, I saw the life they might have had if someone had been in their corner. That experience left a lasting impression and gave me a clear sense of purpose: to help others make decisions that create options, security, and peace of mind.
Today, as CEO of Tactical Wealth Advisory, I work closely with business owners, retirees, and families navigating complex financial lives. Many of the people I serve are preparing to sell a business, transition into retirement, or manage wealth across generations. These are not just financial decisions—they are deeply personal ones, often tied to identity, family, and legacy.
Through a Virtual Family Office approach, I help clients bring structure and clarity to these moments. That includes coordinating investment strategy, tax planning, estate and trust structures, philanthropy, and business exit planning. I hold both the Chartered Investment Manager and Certified Exit Planning Advisor designations because technical expertise matters. But what matters most is being the person clients trust enough to call before making the decisions that will shape the next chapter of their lives.
Much of my work involves helping business owners think beyond the transaction. Selling a company is not just about maximizing value—it is about preparing for life after the sale, protecting what has been built, and ensuring that wealth is transferred intentionally and efficiently. The conversations we have are often as much about family and purpose as they are about numbers.
That perspective carries into my life outside of work. My wife, Lynne, recently retired after leading the pharmacy department at Waypoint Centre for Mental Health. We have been married for over thirty years and raised four children who remain close. Together, we have seen firsthand how both financial and personal challenges can shape a family, and we believe strongly in supporting others through those moments. We are proud supporters of Waypoint Centre and the Georgian Bay Cancer Support Centre.
I have also always been drawn to challenges that require discipline and resilience. I am an active endurance athlete, currently pursuing qualification for the Ironman World Championships, and I spend as much time as I can outdoors—whether that is bikepacking, canoe tripping with family, or fly-fishing with my own tied flies. Those experiences reinforce something I see in my work every day: meaningful outcomes rarely happen by accident. They come from preparation, guidance, and the willingness to do hard things with a clear plan.
At the core of everything I do is a simple idea: when people have the right advice and someone truly in their corner, their future looks very different. My role is to help make that difference real—for my clients, their families, and the generations that follow.