Value Proposition

You have dreams; we have the expertise to help you make them a reality. 

Our team of experts is poised to help you take advantage of opportunities, handle challenges, and - ultimately - reach your goals.

Take an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.

About us

We offer private wealth management services to affluent professionals, business owners and retirees. We help  our clients to identify their life goals and to build their personalized financial plans. To do this, we work with our team of professionals - estate planners, accountants and lawyers to provide our clients with comprehensive and professional financial plans.  We cover most areas in wealth management:
 
Constructing and Managing Investment Portfolios
Financial Planning
Retirement and Lifestyle Planning
Risk Management Planning
Estate and Will Planning
Tax Planning
Incorporation Advice and Strategies for Professionals

 
Steven has been in the financial and investment service industry for over 18 years.  Steven is a current holder of the Certified Financial Planner (CFP) designation and Financial Management and Advisor (FMA).  Steven graduated from the University of Lethbridge, Alberta with a Bachelors of Arts Degree majoring in Accounting.
We invite you to Contact Steven or Connect on LinkedIn for complimentary financial planning review or a second opinion of your investment portfolios. 

Recent Posts

Central banks are off to the races

Central banks are off to the races

Mar 21, 2024 | Thomas Garretson, CFA

While the Fed’s meeting didn’t deliver much that was new, it at least eased concerns that rate cuts could be delayed. Other central banks grabbed the spotlight, with potentially significant ramifications.

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2024 presidential election update: Key things to know about U.S. elections & the market

Audio commentary: 2024 presidential election update: Key things to know about U.S. elections & the market

Mar 15, 2024 | Kelly Bogdanova & Tylar Lunke

What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger...

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The importance of focusing on time horizon

The importance of focusing on time horizon

Mar 14, 2024 | Atul Bhatia, CFA

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

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