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Money Coaches Canada
Advice-Only Financial Planner
Dec 18, 2020 one year ago
Bio

Before becoming a personal finance professional, Steve relied on a traditional commission-based advisor. After poor results and receiving no personalized guidance, he was inspired to study formally, and he now holds the CERTIFIED FINANCIAL PLANNER®, a designation held by only 17% of all advisors in Canada. Steve’s mission is to ensure that his clients get advice that is in their best interests.

Steve’s passion for financial education led him to become a public speaker, and he has presented at businesses and associations in Greater Vancouver on a broad range of financial topics. As an expert in his field, Steve has been a resource for multiple media outlets.

Personal Information
6047545911
Male
Undergraduate
Employer Information
Money Coaches Canada
BC Canada
6047545911
Practice Information
Advice-Only Financial Planner
2015
None
1
Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Fee Only - Hourly
Corporate Financial Planning Estate Planning Financial Planning Insurance Planning Investment Management Retirement Income Planning Tax Planning