Steve Hunter is the professional Branch Manager of the Award winning offices in London and Sarnia for TD Wealth Private Investment Advice.
Steve's team believes that the management of your family's assets is only a part of your wealth plan. There are several important questions that need to be answered by your investment plan beyond simply "how much money do I have?".
Some of these are:
- How much money do I need?
- What do I need money for?
- Who is this investment plan here to protect?
- What type of lifestyle am I trying to create for myself and my family?
- What tools are available to me to assess my progress in an accessible way?
- Who are my partners in this plan?
Steve believes the role of an Investment Advisor is to be your professional partner to ensure that all of these questions are answered, including being certain to stay close to you and your family to be the first to know when your needs change.
By working with Steve's team you will receive a detailed investment plan that will encompass your specific needs. In terms of portfolio construction Steve's team uses Pension Style management to take advantage of tax efficiencies, lower costs and an institutional approach to investing your capital for the long term. There are many individuals on Steve's team taking many different approaches to the professional management of their family's financial needs. Please contact Steve today to discuss meeting the professional Investment Advisor that is right for you and your family.
On a personal note, Steve is married to Adrienne, who is herself a primary school teacher in London, Ontario. Living in Lambeth, they are the proud parents of Cameron (2008), Madeline (2010) and Logan (2013).
Steve is a graduate of the globally prestigious Richard Ivey School of Business at the University of Western Ontario and has taken the Professional Financial Planning, Insurance Advisor, Options and Derivitives courses from the Canadian Securities Institute.
While attending the Ivey School, Steve was proudly a member of the 28 time Yates Cup Champion University of Western Ontario Mustangs Varsity Football team, which remains a group that Steve fervently supports.