Steve McInnis, CIM, FCSI

Vice President, Investment Advisor

807-343-2061 | Email me

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.

Steve's primary focus is wealth management. This includes portfolio management, asset allocation, tax efficiency, insurance reviews and planning. Steve strongly believes in forging strong personal relationships with his 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.

Debbie Berardi, B. Admin

Associate Advisor

807-343-2065 | Email me

Debbie joined RBC Dominion Securities in September of 2006 joining Steve from TD Waterhouse. Born and raised in Thunder Bay, Debbie received her Bachelor of Administration from Lakehead University and spent seven years with Investors Group before joining TD Waterhouse.  Debbie is fully qualified to discuss investment matters in consultation with Steve.  Her primary focus is to assist with the management of their clients portfolios. She possesses the knowledge, ability and experience to assist Steve with all aspects of his business including client reviews and building the business.   She is committed to continuing education as she has completed her CSC (Canadian Securities Course) along with her CPH (Conducts and Practices) and her PFP (Personal Financial Planning).  She currently resides in Thunder Bay with her husband Rob and two children Isabel and Nicholas.