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. 

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Recent Posts

Green metals: Industrial commodities in a decarbonising world

Aug 03, 2021 | RBC Wealth Management

As the global economic transition to clean energy accelerates, is the recent price surge in critical metals the start of a long-term uptrend?

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crane next to a building under construction

Short-term uncertainty shouldn’t change the market’s long-term outlook

Jul 30, 2021 | Thomas Garretson, CFA

Markets weathered two key U.S. events this week. While each highlighted near-term uncertainty, it’s a reminder that what matters is the long term.

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What message is stock market volatility sending?

Jul 23, 2021 | Kelly Bogdanova

It’s normal for outside forces to knock down the market from time to time. We look at why the market is on edge and what this means for equity investors.

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