Steven Price, CFP

Investment Advisor

613-564-4685 | Email me
613-294-2331 | LinkedIn
613-564-4801

 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.

Nishma N. Vaja

Associate

613-564-2160 | Email me

Nishma joined RBC Dominion Securities in 2015 and has 8 years of financial services experience. Nishma holds a honors degree in Information Systems from London Metropolitan University and has completed an Advance Diploma in Business Administration from London’s Business Executives College.

She is the team’s key person for all service and administrative functions. Always willing to do what it takes to exceed client needs, Nishma’s friendly and helpful personality make dealing with her a pleasant experience. Her enthusiasm for the financial services industry means that she is always eager to learn and increase her knowledge through various continuing education initiatives. Nishma is currently in the process of obtaining her Certified Financial Planning designation.

When not at the office, Nishma enjoys hiking, traveling, cooking and spending time with her daughter, Arya.