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

807-684-8301 | Email me
807-345-3481


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.

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

807-684-8362 | Email me
807-345-3481
1-800-256-2798

Susy joined Steve and RBC Dominion Securities in 2013. Born and raised in Thunder Bay, she completed her bachelor of administration at Lakehead University and spent seven years in the full-service investment industry before joining RBC Dominion Securities.
 
Susy works closely with Steve to provide support for account administration and client communication and servicing. She is committed to continuing education, having completed the Canadian Securities Course and the Conducts and Practices Handbook. She is currently working towards her Professional Financial Planner designation.
 
Susy has been married to her husband Keri since 2002 and has two boys, Nathan and Matthew.