Steve McInnis, CIM, FCSI

Steve McInnis, CIM, FCSI

Vice President, Investment Advisor

807-343-2061
807-345-3481
1-888-209-5512

Steve is originally from PEI and moved to Thunder Bay in 1993 with his wife Mary, who was born here. Steve began his financial services career at that time.

Steve joined RBC Dominion Securities in 2006 after a 7 year career with a previous firm. Over the course of his career he earned the prestigious Fellow of the Canadian Securities Institute (FCSI) as well as the Certified Investment Manager (CIM) designation. He was also appointed as a Vice-President in the spring of 2007.  Steve is life insurance licensed through RBC Dominion Securities Financial Services Inc.

As the lead member of this three person team, Steve's primary focus is wealth management. This includes portfolio management, asset allocation, tax efficiency insurance reviews and planning. Steve and his team strongly believe in forging strong personal relationships with our clients and their families.

Steve and his wife, Dr. Mary Valente have been married since 1989 and have a son and daughter. Steve has spent many years involved in his children's lives, coaching hockey, baseball, and soccer. He has also been involved in many community organizations including the Board of Directors for the United Way.

Debbie Berardi

Associate Advisor

807-343-2065 | Email me

Debbie joined RBC Dominion Securities in September of 2006 joining both Steve and Sian from TD Waterhouse. Born and raised in Thunder Bay, Debbie received her Bachelor of Administration from Lakehead University and spent seven years with Investors Group before joining TD Waterhouse.  Debbie is fully qualified to discuss investment matters in consultation with Steve.  Her primary focus is to assist with the management of their clients portfolios. She possesses the knowledge, ability and experience to assist Steve with all aspects of his business including client reviews and building the business.   She is committed to continuing education as she has completed her CSC (Canadian Securities Course) along with her CPH (Conducts and Practices) and her PFP (Personal Financial Planning).  She currently resides in Thunder Bay with her husband Rob and two children Isabel and Nicholas.

Sian Bodnar

Associate Advisor

807-343-2046 | Email me

Our Partners in Wealth Management 

Annett LeBeau

Insurance Specialist
 

Annett LeBeau is a valuable member of Team McInnis Wealth Management, helping you create and preserve your wealth.  Annett began her career in the insurance industry in 2000 and is a specialist in her field. She has acquired the Elder Planning Counsellor (EPC) designation.

Working closely with Steve, Annett employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, she works with your other professional advisors in the development of appropriate solutions.

Annett can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. She can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Annett evaluates various insurance offerings from Canadas top-ranked insurance providers.


Garry Bard

Will & Estate Consultant

Garry received his LL.B. (Bachelor of Laws) from Queen’s University in Kingston, Ontario. He has a B.A. (Honours) in Music (classical guitar) from University of Guelph. Garry was called to the Ontario Bar in 1987. He has experience practicing estates law in private practice as well as with various financial institutions. Garry is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. Garry’s legal experience spans over 35 years and his law practice focused on providing proactive planning advice to both individuals and businesses with estate and succession planning concerns. Garry has been a resident of Simcoe County (Innisfil/Barrie) for over 25 years. Prior to joining RBC Wealth Management, he had been working as an Estate and Trust Consultant in Barrie for almost 10 years.


Susannah Musselman

Financial Planning Specialist
 
Susannah Musselman's role, alongside Steve, is to help you coordinate your financial matters and optimize the unique opportunities available to you as a client of RBC Dominion Securities. Your comprehensive financial plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, and transfer wealth to the next generation.
 
Susannah is a Chartered Accountant, Certified Management Accountant and Certified Financial Planner.