Steve is originally from PEI and moved to Thunder Bay in 1993 with his wife Mary, who was born here. Steve began his financial services career at that time.
Steve joined RBC Dominion Securities in 2006 after a 7 year career with a previous firm. Over the course of his career he earned the prestigious Fellow of the Canadian Securities Institute (FCSI) as well as the Certified Investment Manager (CIM) designation. He was also appointed as a Vice-President in the spring of 2007. Steve is life insurance licensed through RBC Dominion Securities Financial Services Inc.
As the lead member of this three person team, Steve's primary focus is wealth management. This includes portfolio management, asset allocation, tax efficiency insurance reviews and planning. Steve and his team strongly believe in forging strong personal relationships with our clients and their families.
Steve and his wife, Dr. Mary Valente have been married since 1989 and have a son and daughter. Steve has spent many years involved in his children's lives, coaching hockey, baseball, and soccer. He has also been involved in many community organizations including the Board of Directors for the United Way.