As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Steve has a business administration background and is able to offer his clients the best investments and insurance options for their needs. In order to be of true value to his clients, Steve has become a Certified Executor Advisor and an Elder Planning Counsellor which are important tools to help clients with managing money and dealing with Elder planning issues. He is also a member of ADVOCIS (The Financial Advisors Association of Canada). Steve enjoys travelling, photography and always has the latest electronic gadget.
Steve provides independent financial advice to ensure that every financial plan for his clients is based on unbiased research. He works with dozens of different companies providing thousands of investment and insurance options. When it comes to investment choices, Steve will work with you to find the right solution that suits your specific needs and timeline. Every Canadian should work with a financial advisor and have a Financial roadmap in place. After all, working with a financial advisor you trust is the best decision you can make to help you reach your financial goals.
Steve values trust above everything else and once a client makes a decision to work with him, will continually work hard to deserve their trust.