Manager, Wealth Management, PIB Wealth Management, Financial Planner, Worldsource Financial Management Inc.
In the industry since 2004
With PIB since 2007
Telephone: 1-800-265-6197 Ext 745
Steve has been in the wealth management industry since 2004, joining PIB Wealth Management in the spring of 2007.
Steve has a diploma in Business Administration Financial Planning from Conestoga College. He has his Financial Management Advisor designation (FMA) and has been a CFP® professional since 2008; he is also life insurance licensed.
Steve works with clients to build and manage their investment and financial plans, while also working closely with our team to direct the firm’s wealth management process.