Steve Lockner

Wealth Advisor & Portfolio Manager

Steve is a Wealth Advisor, Insurance Advisor and Portfolio Manager at National Bank Financial with more than 20 years of experience in Wealth Management. Steve graduated with a diploma in Business Administration – Management Studies from Conestoga College and spent 13 years managing business units in the healthcare industry. He entered the financial services industry in 2001 and joined National Bank Financial in 2011.

Steve is a Personal Financial Planner (PFP), has his Level 2 life insurance license and a Chartered Investment Manager (CIM). He enjoys the challenges of working with clients and their other advisors to develop tax and estate planning strategies, and he is located in our Waterloo office.

Steve is married with two children and lives in Kitchener. He has been a volunteer and member of the Board of Directors with Chicopee Ski and Summer Resort. In his spare time, he enjoys cycling and skiing.