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

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How will the German election affect European markets?

Sep 17, 2021 | Frédérique Carrier

The outcome of Germany’s election could influence EU fiscal integration and economic regulations. We look at potential implications for investors.

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For Bryan and Sarah, security comes first when accessing their financial accounts online

Sep 14, 2021 | RBC Wealth Management

Learn why HGTV Canada’s Bryan and Sarah Baeumler use the new RBC Wealth Management experience on the RBC Mobile app to access their accounts – wherever and whenever they need.

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How will the end of unemployment benefits ripple through the U.S. economy?

Sep 10, 2021 | Atul Bhatia, CFA

The expiration of federal benefits is likely to kick start millions of job seekers, and we see positive and negative implications for the economy.

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