Who We Help
As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage in life, and require professional assistance with the management of your wealth, we can help.
Recognized as one of the leading Investment Advisors in Edmonton, Steven provides a comprehensive range of wealth management services designed to your unique specifications. In providing you with the service you need, Steven is supported by his service-oriented associate, Joanne Makila. Combined, Steven’s team offers nearly 30 years of experience in the financial services industry.
Backed by the century-old tradition of RBC Dominion Securities – Canada’s leading full-service wealth management firm – you can be confident that you will get the professional advice and services you need. Whether you’re looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals.
Who can Steven help?
Steven’s services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.
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Successful executives looking to enhance the growth of their wealth
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Professionals requiring assistance with their personal assets and a trusted partner with shared clients
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Business owners who need help managing their personal and business assets
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Pre-retirees who want to make the most of retirement savings as they approach retirement
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Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
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Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
Team Brochure
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