Steve manages client relations and is Chad’s right-hand man in all aspects of the business.
Accomplishments, Experience & Interests
- Fully licensed Associate Investment Advisor and member of team since 2002
- Earned FINANCIAL MANAGEMENT ADVISOR (FMA) and CHARTERED INVESTMENT MANAGER (CIM) designations
- Born and raised in Vancouver with an Economics Degree from SFU
- Traveled extensively through Europe, Turkey and Morocco
- Enjoys reading and sports as well as time with his wife and 2 young children