Steve is involved in Client Meetings, Financial Planning and the Investment Committee.
Accomplishments, Experience & Interests
- Fully licensed Associate Investment Advisor and member of team since 2002
- Earned FINANCIAL MANAGEMENT ADVISOR (FMA) and CHARTERED INVESTMENT MANAGER (CIM) designation
- Born and raised in Vancouver with an Economics Degree and History minor from SFU
- Traveled extensively through Europe, Turkey and Morocco
- Enjoys reading, playing sports and time with his wife and 2 young children