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Steven began his investment advisory career in 1995 and three years later joined TD Wealth Private Investment Advice to open the office in Guelph with Robert Tartaglia. The cornerstone of his business is developing a one-on-one relationship with each client, based on open communication and a detailed understanding of their needs. By working in tandem with a team of specialists within TD Bank Group, Steven addresses the full scope of investment, wealth and retirement needs, including wealth protection and insurance strategies, estate planning, trust services and charitable giving.
Steven earned his Bachelor of Commerce from McMaster University in 1995 and completed the Professional Financial Planning Course through the Canadian Securities Institute. He also holds the Chartered Financial Analyst® (CFA®) designation.
When he’s away from the office, Steven enjoys playing hockey, fishing and spending time with his wife, Jennifer, and their four children. He also volunteers as a hockey coach.
Toll Free: (877) 501-8601
Fax: (519) 826-4788
Branch Office: (519) 826-4770
Branch Fax: (519) 826-4788
Hockey coach volunteer
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.