Steve Ambeault
Edmonton
Clear Sky Private Wealth
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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Steve is a partner of Clear Sky Private Wealth, and a Portfolio Manager with iA Private Wealth, as well as a Chartered Professional Accountant and CERTIFIED FINANCIAL PLANNER® professional. Steve focuses on retirement projections and tax planning for clients and their corporations, as well as estates and trusts.
Steve’s career started in accounting, including a time specializing in tax at KPMG LLP. He became an investment advisor at CIBC Wood Gundy after witnessing the fallout of the dot-com bubble and the impacts to family retirement plans. Experiences like guiding clients through the 2008 financial crisis have reinforced a focus on risk management as an important part of the overall financial planning process.
Minimizing lifetime taxes through efficient savings, accurate retirement decumulation, and recognizing everyone’s unique circumstances, Steve can help clients navigate the complex financial decisions they face.
In his spare time Steve enjoys outdoor pursuits in the mountains, golfing, working out and spending time with his wife Lyndsay and their four children.
Steve’s career started in accounting, including a time specializing in tax at KPMG LLP. He became an investment advisor at CIBC Wood Gundy after witnessing the fallout of the dot-com bubble and the impacts to family retirement plans. Experiences like guiding clients through the 2008 financial crisis have reinforced a focus on risk management as an important part of the overall financial planning process.
Minimizing lifetime taxes through efficient savings, accurate retirement decumulation, and recognizing everyone’s unique circumstances, Steve can help clients navigate the complex financial decisions they face.
In his spare time Steve enjoys outdoor pursuits in the mountains, golfing, working out and spending time with his wife Lyndsay and their four children.
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