With over 18 years of experience in financial services, Steven brings a tremendous amount of investment and banking knowledge to the team. Most of all, he has a passion for people. He truly understands his clients and establishes a rapport that goes beyond the question of what to invest in. Steven’s aim is to understand what your dreams are, whether they are to build a retirement nest egg, spend efficiently in retirement, leave a charitable legacy, protect the value of the family business, ensure a solid education for their children or any other unique goal that lands in-between.
Steven holds the Certified Financial Planner (CFP) designation – the gold standard for financial planning. His practice extends well beyond investment management to encompass the full suite of wealth planning services provided through partners at RBC Wealth Management. By working together, he and this extended team can ensure that your overall wealth strategy coordinates your estate planning, insurance, tax-minimization and business planning needs. Whether investing or planning, Steven uses defined, time-tested processes to ensure no stone is left unturned.
For many clients, what sets Steven apart is his ability to transform a vast amount of economic and geopolitical information into a concise, simplified view of the larger picture. He is a dedicated partner for your wealth management and is committed to the highest standards of ethics and professionalism. Through all market conditions, Steven is guided by three fundamental beliefs:
· Manage risk
· Maintain objectivity
· Invest tax-efficiently
Away from the office, Steven enjoys hockey, golf, enduro riding through forest trails and, most importantly, spending time with his wife and three amazing daughters.