Steen has been working in the financial services industry now for 20 years, all with RBC. His commitment to both the firm and professional development and education flows directly into the kind of advice he gives clients: “stick to the fundamentals that work and don’t get too fancy with your investments.” Steen’s formal education includes graduating: N.A.I.T. Business Diploma in Management, University of Alberta Psychology Major, and most recently Dalhousie University, MBA specializing in Financial Services. Professional development and designations include: Certified Financial Planner (CFP), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI).
