As an Investment Advisor, it’s Steve’s desire that clients feel not only confident but also genuinely secure in their financial journey. An educator at heart he believes that knowledge is empowerment, making it his mission to break down the complexities of financial goal setting and investments into easily understood terms, allowing clients to make informed decisions. Effective communication is the backbone of Steve’s relationships, and his approachable and open-hearted nature puts clients at ease to share their dreams, concerns, and aspirations. Drawing on a wealth of life experiences, from extensive travels to leadership roles, personal relationships, and parenthood, Steve strives to fully understand everyone’s unique needs. He will tell you his happiness is intrinsically tied to those he cares about, and he’s elated when his clients achieve financial success and bring their goals to fruition.
Steve is happily married to his wonderful wife Laura, and a devoted father to three children. To add even more joy to their lives, their family has been graced with the newest addition, a grandson. While his passion for sports burns brightly, these days he often finds himself in the role of a devoted spectator. One of his greatest pleasures is cheering for his daughter, as she showcases her swimming talent for the Killarney Swim Club. They call the beautiful town of Okotoks their home, where they’ve found the perfect place to nurture their family and share in the joys of life.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.