Steve offers a wealth of experience as your Investment Advisor.
Steve has 20 years experience in the business of wealth management. He joined RBC Dominion Securities in 2007, when he moved his wealth management practice from Ottawa to Thunder Bay.
With an Honours Bachelor of Arts Degree in Political Studies from Lakehead University, he has continued to build on his education throughout his career. He attained the designation of Certified Financial Planner in 2001, and Registered Health Underwriter in 2002. In 2007, he completed the Chartered Life Underwriter designation, which is the industry’s highest standard in estate planning.
In 2010, Steve completed the Canadian Investment Manager (CIM) designation, which gives him an advanced knowledge of portfolio management.
Steve’s wealth management practice provides personalized financial advice to both individuals and corporations using time tested strategies as well as innovative new planning concepts. Steve has helped many clients to reduce taxes and generate income as they work towards their goals.
Born and raised in Thunder Bay, Steve returned home with his family, to be closer to extended family, while continuing to develop his practice with the resources of RBC Dominion Securities behind him. With an interest in sailing and the breathtaking geography of our northern region, Steve enjoys getting outdoors with his daughters.