Steve Foerster, CFA, MBA

Porfolio Manager & Wealth Advisor

902-421-0260 | Email me
902-425-0608
1-800-565-3299

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.
 

Wealth Management Specialists

Helping you manage your investments is just one way we can help you manage your overall financial concerns. In addition to investing and money management, we offer assistance with financial planning, Wills & Estates, and insurance strategies
 
Financial Planning Specialist
 
Prepared by our accredited financial planning expert, Mary Ellen Isenor, the Compass Financial Plan provides a comprehensive, customized analysis of your financial situation. It looks at all aspects of your financial affairs, including tax, retirement and estate planning.
 
Estate Planning Specialist
 
Paul can help you protect the wealth you have worked to build through innovative insurance-based strategies that minimize the impact of taxes on your estate. Paul has been employed in the financial services industry since 1998, and has extensive experience working with a number of Canada's largest insurance companies. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and holds the Certified Health Specialist (CHS) designation.
 
Will and Estate Consultant
 
Sharon works closely with Steve to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Sharon will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.  Sharon was in private practice with a large regional firm, and practiced in the areas of medical defence, health law, estate litigation, Wills, estates, and trusts prior to joining RBC Dominion Securities.