Plan with Steve
Meet Steve
Steve brings more than 10 years of experience in the financial industry to his role as a Wealth Advisor. He prioritizes simplifying the wealth industry by educating our members through their investment journey; turning often complex and overwhelming decisions into something easily understandable and exciting.
During his years within the financial industry, Steve has held numerous positions. He draws on skills and knowledge gained from these experiences to help him provide excellent, holistic, and trustworthy financial advice to our membership.
Areas of expertise: Financial Literacy, Pension Transfers and Retirement Planning, TFSAs, RRSPs, RESPs and education planning, RDSPs
Credentials: Investment Funds in Canada (IFC), Canadian Securities Course, Conduct and Practices Handbook
Spoken Languages: English