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Howard, Barclay & Associates Ltd.


217 Speers Rd Suite #11
Oakville, Ontario L6K 0J3
(905) 337 - 2401

Principal Contacts

Stephen Sisokin
Tel: (905) 337 - 2401

Steven Wippersteg
Portfolio Manager
Tel: (905) 337 - 2401

Client Minimums

Private: $250,000
Institutional: $250,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Other

Provinces of Business

  • Ontario*

* indicates a physical location in this province

Invest Smart. Enjoy Life.

“We believe in building relationships that are as strong as the investments we make.”

Stephen W. Sisokin, CPA, CA, President of Howard, Barclay & Associates Ltd.

Why Howard, Barclay & Associates Ltd.?

It’s simple….

  • Values
  • Longevity
  • Personalized
  • Professional
  • Relationships
  • Trust

Since 1994, Howard, Barclay & Associates Ltd., has provided discretionary portfolio management services to its clients. Based in Oakville, the firm was founded by the late Charles Howard and Lorne Barclay. It is now led by its President, Stephen Sisokin who joined the firm in 1997. He has been assisted by Portfolio Manager, Steven Wippersteg, since 2004. Combined, they have over 50 years of industry experience.

Our clients are the reason our firm has over twenty years of success, with a number of them having been with us since inception. We are very passionate about our clients and their individual investment needs.

While our investment decisions are tailored to each individual client, we make them as if we were making them for our own family.

You will discover Howard, Barclay’s uniqueness through your dealings with our team. We are professional yet approachable. When you call Howard, Barclay, you will speak directly with one of our team members.

In the end, it’s all about trust. We invite you to discover why you should choose Howard, Barclay & Associates Ltd.