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 Fed rate hikes affect the investment landscape?

Jan 28, 2022 | Atul Bhatia, CFA

We believe tighter policy may cause volatility, but it’s unlikely to feed a recession. We discuss why we’re constructive on equities and risk assets.

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Janet and Tylar in page

Audio Commentary: Checking in on recent market volatility: Has the outlook changed?

Jan 27, 2022 | Janet Engels & Tylar Lunke

Janet and Tylar discuss the forces that have put markets on edge, whether the outlook for 2022 has changed, and what it all means for equities.

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What is the equity selloff saying about the investment outlook?

Jan 25, 2022 | Kelly Bogdanova and Jim Allworth

We regard the pullback as something that should be endured on the way to further market gains instead of portending “something worse.”

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