Steve has been an investment and planning advisor since 1989 and an advisor with yourCFO Advisory Group since 2003. Steve has achieved a number of industry designations including; Chartered Financial Planner designation in 1992, Certified Financial Planner designation in 1996 and Certified Hedge Fund Specialist in 2006. He specializes in managing portfolios for accredited investors with a focus on absolute returns and preservation of capital. He assists professionals and business owners in structuring their affairs more tax effectively.
Steve is also insurance licensed and welcomes the opportunity to work with clients' other professional relationships, such as accountants and lawyers, to provide solutions to enhance and preserve their wealth through estate planning.
Steve has been a resident of Grimsby since 1991 and has been involved in many volunteer initiatives such as the founding of the charity golf classic for West Niagara Second Stage Housing.