Welcome


Steven Van offers exclusive wealth management services to affluent professionals, business owners and retirees. He helps clients to identify their goals and to build a comprehensive financial and investment plan. 
 

Steven and his team of specialists can provide clients with long term personalized, objective advice which is complemented by the support of the largest financial institution in Canada.  He can cover the most common issues in wealth management:

  • Constructing and Managing Investment Portfolios
  • Financial Planning
  • Retirement and Lifestyle Planning
  • Risk Management Planning
  • Estate and Will Planning
  • Tax Planning
  • Incorporation Advice and Strategies for Professionals
As your Investment Advisor, my primary focus is to provide you with tailored financial plan and investment advice to suit your unique situation.  I believe in earning the right to be my clients' first choice by taking the time to learn about their goals and values, providing quality financial planning and investment guidance, and by placing their interests first.  By working together, this creates a high level of trust and confidence. 

Steven has been in the financial and investment service industry for over 18 years.  Steven is a current holder of the Certified Financial Planner (CFP) designation and Financial Management and Advisor (FMA).  Steven graduated from the University of Lethbridge, Alberta with a Bachelors of Arts Degree majoring in Accounting.

We invite you to Contact Steven or Connect on LinkedIn for complimentary financial planning review or a second opinion of your investment portfolios. 

Steven Van, CFP, FMA

Investment Advisor

403-299-7228 | Email me
403-299-7100

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