Home

Steve believes that the key to successful wealth management is planning. Yet, planning when it comes to achieving personal financial security can be challenging. Regardless of where you are in life, it's important that you take those important steps today to ensure your financial future. The wealth management process takes your financial circumstances into careful consideration and develops appropriate financial and estate planning strategies while remaining sensitive to changes in your life, as well as changes in the world around you.

As a Senior Wealth Advisor with CIBC Wood Gundy, Steve is dedicated to the enhancement and preservation of individual investor assets. His wealth management process is rooted in deep collaboration with his clients. Through the decisions you make together, your wealth management strategy evolves to take on a distinctly individual shape, reflecting your unique investment requirements, objectives and aspirations.

With his 20 years of experience in the financial services industry, Steve will help you develop appropriate strategies, which may include retirement, tax and estate planning recommendations. By concentrating on your financial and investment needs, he can help you develop focused, innovative strategies to manage your finances.