Having co-founded a national accounting firm’s investment advisory services practice, Steven brings invaluable expertise to his role as Senior Vice President Business Development and Client Services of T.E. Wealth.
With more than 25 years’ experience in the high-net-worth wealth management sector, Steven creates forward-looking strategies that can protect and grow his clients’ assets. Providing investment counsel to families and individuals, he creates plans that evolve with their changing needs through various life stages.
Beginning his career in 1990 as a portfolio manager and research director at an investment counsel firm, Steven soon realized that his calling was to help people take care of their financial well being.
As a registered investment counsellor, Steven oversees the firm’s research process to ensure client-focused, high-value service. When he joined T.E. Wealth in 2003, Steven introduced the proprietary Prosperity™ Investment Platform, and led the firm into the aboriginal market.
Building long-term relationships comes naturally for Steven. He has considerable experience working with aboriginal communities, and understands their unique investment management needs.
Steven earned his BA in Statistics from The University of Western Ontario and his MBA in Finance from McMaster University. He also holds the Chartered Financial Analyst designation.
Steven resides in Toronto with his family, and enjoys playing hockey.