As an accredited Portfolio Manager, Steve provides customized investment solutions and a high level of one-on-one personalized service to a select number of busy professionals, high-net-worth families and institutions on a discretionary basis.
Through RBC Dominion Securities Private Investment Management, Steve is able to provide a premium level of wealth management that equips clients with confidence and peace of mind. With discretionary management clients are able to focus on their personal and professional goals knowing that a professional Portfolio Manger is managing day-to-day investment decisions within their specific guidelines. Every client has a personalized investment policy statement with specific guidelines based on their unique considerations. The portfolio is managed to these guidelines and is monitored on a regular basis by an independent risk-monitoring group.
In addition to portfolio management, Steve works closely with his wealth management partners to provide clients with customized wealth planning solutions. This team is licensed to provide estate planning, help minimize tax and impart wealth transfer strategies.
With over 15 years of industry experience Steve brings with him a diverse background with experience in research, institutional account management and high net worth portfolio management for families and institutions.
Steve obtained his Masters in Business Administration with a specialty in Finance from Saint Mary’s University in 1999 and was awarded his Chartered Financial Analyst (CFA) designation in 2002. He is a member of the Atlantic Canada CFA society and resides in Halifax with his wife and three children. When he is not busy helping to coach kids' activites, Steve enjoys skiing, hockey, squash, golf and travelling with his family.