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Steve has more than 20 years of experience in advising high net worth investors. Over the past decade, he has been recognized by his former employers, National Bank Financial and HSBC, as one of their most dedicated financial advisors by evaluating people’s personal situations and helping them achieve their goals.
Steve moved to TD Wealth Private Investment Advice early in 2018. In his strive to offer to his clients a wider, more holistic scope of services, he collaborates with TD specialists to encompass investment management, wealth planning and related tax, retirement, estate and business succession strategies in the wealth solutions he provides.
As a seasoned Portfolio Manager who holds a Chartered Professional Accountant designation, Steve endeavours to bring a very high level of professional and ethical standards to his role advising business owners and families. Steve also holds the Fellow of the Canadian Securities Institute (FCSI®) designation, one of the highest honours within the Canadian financial services landscape, reserved for an exclusive group of professionals who demonstrate strong leadership, integrity, commitment and dedication to their clients and the industry.
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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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