Wealth Advisor & Portfolio Manager
1-888-322-2522 ext 14356
Became a Chartered Financial Analyst (CFA) charterholder in 1996. Steve has a wide range of experience as a trader, manager and analyst, notably as a floor trader at the Montreal Exchange then as private equity analyst for a large pension fund. In addition to his Chartered Financial Analyst designation, Steve has also been a Portfolio Manager for over a decade.