Putting you first with a team approach
 
As our client, you will receive timely service and professional advice through our team approach.
Our team members focus on different areas of client service, so you get the expert assistance you need when you need it.
 
 

Steven Rose

Portfolio Manager

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807-345-3481
About Steve's designations
 
Certified Financial Planner, CFP
 
The Certified Financial Planner (CFP) designation is granted by the Financial Planners Standards Council (FPSC), and is an internationally recognized standard for financial planning. With this designation, an advisor can help with personal financial planning and recommend investment products and strategies.
 
Chartered Life Underwriter, CLU
 
This designation has long been recognized as a mark of excellence in the industry. A Chartered Life Underwriter (CLU) will specialize in developing effective solutions for individuals, business owners, and professionals to replace income, manage risk, as well as plan for estate needs and wealth transfer.
 
Certified Health insurance Specialist, CHU
 
The Certified Health Insurance Specialist (CHS) designation was established in 2011 by The Institute for Advanced Financial Education (The Institute™) to raise the bar on professional standards and practice methods of financial advisors in the health insurance sector, and to provide designation holders with expertise in this specialized field.
 
Canadian Investment Management, CIM
 
With this designation from the Canadian Securities Institute, comes extensive training through a series of courses in investment management and portfolio management. An advisor with a CIM designation is trained to offer advice on the structuring of an investment portfolio.

Susy Greaves

Associate

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807-345-3481
1-800-256-2798