Steven specializes in simplifying the investment process for his clients. Through a proven process of focusing on Risk Tolerance and Asset Allocation clients feel at ease having Steven at the helm.
With a clear map, in the form of an Investment Policy Statement (IPS), Steven will navigate clients through calm and turbulent markets. By combining a fully transparent fee-based approach with customizable and dynamic portfolios, clients are well-served from the accumulation stage, with their transition to retirement and throughout their retirement years. Insurance and Estate planning partners will help to ensure clients' priorities are addressed whether they be retirement or succession planning, asset protection, education funding, or philanthropic in nature. Our interests are jointly aligned in making certain clients stay on course to preserve and grow their wealth in the most tax-efficient manner.
Steven and his Team take pride in the service which they deliver and are fully committed to their mission of establishing a relationship built on trust. Once achieved, clients are comfortable knowing that on the horizon lies nothing but smooth sailing.
Born and raised in Montreal, Steven holds a BCom from McGill University and is a Fellow of CSI (FCSI).
Steven resides in Cote St. Luc with his wife Sharon, children Adam, Nathaniel and Ariel and their dog Zoe.