Steve loves taking complicated topics and making them approachable. He saw personal finance as a perfect opportunity to help Canadians better understand an important and often overwhelming part of everyday life. With his CFP® and CFA® designations, along with experience across a range of financial services roles, Steve brings both technical knowledge and practical perspective to his work as a Financial Planner. His goal is to help people feel more confident about the decisions they're making.

 

Outside of work, Steve enjoys spending time with his wife, Anna, and their young son. This usually includes camping, hiking, going for bike rides, cooking together, or spending time with family.

 

Born in Kitchener, Ontario at 8lbs 14oz.