Since his arrival at National Bank one of his long time dreams was realized, he became a Portfolio Manager and was able to manage investments on a discretionary basis. Steve believes this is a win/win for his clients, it stream lines his ability to make changes and monitor clients' accounts, it aligns his and clients performance, and it also means more time communicating with clients about what he sees in the markets. The extra time also means more attention is given to the planning aspects of client's lives, something that in the long run is just as important as investment returns. Steve believes having a properly formulated plan mitigates shortâ€‘term volatility in the markets and ultimately leads to the piece of mind that everything is on track. He doesn't feel his job is done until every aspect of clients financial lives have been addressed whether its insurance, an estate plan, or something as simple as making sure they're sent a few extra dollars for an upcoming trip.
Steve graduated from Saint Mary's University with a Bachelor of
Commerce Degree and soon after began his career in the investment
industry. Three decades later and stints at Blue Chip firms along the
way, his journey led him to National Bank Financial. Steve is the
holder of Chartered Investment Manager designation and is life
When Steve is not in the office, this true family man enjoys
spending time with his wife Christine, two sons, and one
grandâ€‘daughter. Steve is an avid golfer and can often be found on
the links of his home club Ashburn. A former goaltender his hockey
days are few and far between, but he will still lace up the skates
when the opportunity presents itself.