I am a Consultant with Investors Group Financial Services Inc. I specialize in financial planning for incorporated business owners and putting together a solid retirement plan that not only ensures you have enough money to retire, but will last through retirement to allow you to live with dignity and independence!
I am able to give personalized service to a select group of clients, rather than having many impersonal and transactional relationships. This is done by taking the time to understand what is really most important to each family as all of us are very different. With this information, I am able to analyze each client’s financial status to put together a plan to accomplish their goals. Through proper implementation and monitoring the plan, clients can rest easy knowing they are in good hands.
I have always been interested in finance and believe it to be strongly about habits. My savings habits allowed me to buy my first car and then pay for university to come out debt free. Although the world of investments and financial planning can be very intimidating for most people, I am passionate that I can make it simple and understandable for clients. The greatest satisfaction I receive from doing what I do is inspiring and guiding clients on the path to financial success!
Since joining Investors Group, Steve has been recognized with the Pillar Award based on Investors Group New Business for Consultants in their first 4 years. (2016-2017)