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

ear pods in page

Audio commentary: 2022 - A year of shifting gears

Jan 14, 2022 | Janet Engels & Kelly Bogdanova

A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.

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Are markets playing catch-up to the Fed?

Jan 13, 2022 | Thomas Garretson, CFA

Not only has it been a rather volatile start to the year for markets, but it has been a somewhat confounding one as well. Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes...

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women and daughter in page

How can technology make growth inclusive?

Jan 11, 2022 | Frédérique Carrier

Pivotal contributions to economies can be made by underutilised parts of society. Technology can promote economic inclusion, and in doing so, boost growth.

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