Steve is a Fellow of the Canadian Securities Institute (FCSI) and holds his Certified Investment Manager (CIM) designation, enabling him to as an accredited Portfolio manager to manage client assets on a discretionary basis. Steve was appointed as Vice President of RBC Dominion Securities in 1997, Director in 2007, Associate Portfolio Manager in 2004 and Portfolio Manager in 2011 and Senior Portfolio Manager and Wealth Advisor in 2021.
Prior to this, in 1996 Steve was named President of The Presidents Club, an award bestowed upon the one advisor within all of RBC Dominion Securities and within his/her third year in the firm who best exemplifies the qualities of a well-rounded and successful advisor.
After only six years with RBC Dominion Securities, Steve was named a member of the firms Chairman's Council, a select group of the firms’ top 50 advisors, and has been a member of this group ever since 1998.
Steve graduated from the University of Guelph, majoring in Chemistry and Business Administration in 1989. Steve started his career in 1989 with Merrill Lynch Canada learning the inner workings of a global investment dealer before moving in 1992 to RBC Dominion Securities to found S. Robinson & Associates.
By concentrating on a balanced approach to investing, searching for and investing in solid companies for his clients, investigating and employing appropriate planning strategies, Steve built the trust of his clients and the community, becoming one of Canada's top wealth managers.
Often asked to speak with new advisors, Steve willingly shares stories of how his effective portfolio and wealth management approach has helped his wealthy clients keep and grow what they have.
Steve is a strong believer in his community, participating as a board member of the William Osler Health System Foundation where he currently acts as Vice Chair and Board member. Steve is also a long standing member, past president, treasurer and recipient of the Paul Harris Award with the Rotary Club of Brampton.
