Drawing from over 15 years of experience in the finance industry, Steve works alongside private clients and institutional investors with over $5 million in assets to build diversified portfolios. Solid financial principles and long-term strategies have always formed the bedrock for everything he does. And through that, Steve’s built a reputation for his sharp decision-making and comprehensive approach to planning, encompassing everything from tax and estate planning to retirement savings strategies, alternative investments, and private equity.
Calgary-born, Steve was drawn to investing at an early age and went on to study finance and economics in university. After a brief stint in investment banking, he found his passion for portfolio management, earning his CIM® designation.
When he’s not working with clients, Steve likes to spend his time skiing, golfing, and playing hockey. In the past, he has spent countless hours coaching high school football and continues to make time to volunteering at The Calgary Food Bank.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.