Steve’s extensive background in the financial industry has included over 35 years of investment experience advising RBC Dominion Securities clients. Believing in a team approach to servicing his client’s needs, Steve collaborates with his team of professionals to provide a complete financial picture for his clients. With a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations awarded to him, Steve has the knowledge to handle complex wealth management issues and the expertise needed to counsel high net worth individuals and families.
Raised in Calgary, Steve enjoys leading a balanced life. He appreciates the opportunity to enjoy the outdoors while away from the office and can often be found golfing, running or traveling with his wife Sherry. Having also completed both his Airline Transport Pilot License and Flight Instructor Rating, Steve enjoys sharing his passion for flight whenever possible.
“The highlight of my career is the long-term personal relationships I develop with clients. Whether it’s celebrating their joyful times or helping them through the sorrowful times, I truly believe it’s the relationship that counts in our profession.”
