Steve has 32 years of industry experience. His areas of expertise are
in Estate Planning and Personal Lines of Insurance coverage. He works
primarily with Executives, Professionals, Business and Farm Owners,
providing succession, conservation, and protection strategies. To
compliment the above, his firm also has a team to provide advice and
expertise in Employee/Executive Benefit Packages.
Steve started his career with Great-West Life as an agent in 1988,
became a partner in a brokerage firm in 1992, and went on to establish
his own company in 1995 specializing in the above. For the last 22
years he has also contracted to and provided service for National
Firms: Midland Walwyn, Merrill Lynch, CIBC Wood Gundy, and has been
contracted with National Bank Financial for 15 years.
In addition to the above, Steve has served on a number of Industry,
Non-Profit, and Community Boards over the years. He speaks on a
regular basis to various groups and organizations regarding the
industry and opportunities for planning. He takes a holistic approach
involving the clients’ professional advisors to ensure comprehensive solutions.