As a professional financial advisor, I 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 or managing your portfolio wisely, I have the experience and resources to meet your needs.
Steve is a Professional Financial Advisor and is dedicated to providing independent, objective advice and integrated wealth creation and protection solutions that will simplify your life and provide true "peace of mind." Steve has a business administration, banking and investment advisory background and ensures that every client will receive the personal attention to detail required to meet their financial goals. He is committed to your best interests and assures a level of service and integrity that will put your needs first. Every client is a long term personal commitment.
In order to be of true value to his clients, Steve has also 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 values trust above everything else and once a client makes a decision to work with him, will continually work hard to deserve their trust.