Address2 St Clair Ave West
Toronto, ON M4V 1L5
My BackgroundSteven has enjoyed being an Investment Advisor since 1987, and earned the Wealth Advisor designation in 2009.While serving as Branch Manager of the Midtown Branch between 1998 and 2020, he enjoyed coaching and supporting other Advisors – in addition to providing financial advice to his own clients. Stepping aside from the responsibilities of management, Steve focuses exclusively on providing advice and service for the individual needs of his own private clients. Steven was appointed a Managing Director in 2008, and in 2009 was also pleased to be awarded the inaugural IIAC Industry Scholarship Award. As winner, he attended a three-consecutive-year program, which took place each March at the Wharton School in Philadelphia. Steve loves travelling and music, but spending time with his family and friends is at the top of his favourite things to do.
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