Steven specializes in simplifying the investment process for his clients. Through a proven process of focusing on Risk Tolerance
and Asset Allocation,
Steven makes his clients feel at ease having him at the helm.
With a clear map, in the form of an Investment Policy Statement (IPS), Steven will help clients navigate through calm and turbulent markets. By combining a fully transparent fee-based approach with customizable and dynamic portfolios, Steven strives to ensure his clients are well-served in their wealth accumulation stage, through their transition to retirement and in their retirement years. Steven also collaborates with TD specialists in other wealth services, including Financial Security Advisors and Tax and Estate Planners, to help ensure clients' wealth priorities are addressed, whether they be retirement or succession planning, asset protection, education funding, or philanthropic in nature. The goal is to ensure 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 Steven will accompany them in their wealth journey.
Born and raised in Montreal, Steven holds a B.Comm from McGill University and is a Fellow of CSI (FCSI).
Steven resides in NDG with his children Adam, Nathaniel and Ariel. He loves to play and watch sports of all kinds and can most often be seen running outdoors, golfing and playing tennis.
Helping you achieve your vision of success
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.