Upon completing his BA in Economics at McMaster in 1986, Steve’s career began more than three decades ago – in the early days of discount brokerage. He was fortunate to join that facet of financial services during its infancy stage and to be a key player in driving the implementation of technology and service standards to build the foundation that discount brokerage in Canada continued to grow on.
Before Steve joined the team in 2019, he spent 15 years working closely with Investment Advisors across the country to help them develop and maintain a focus on investment management while sharing his ethos of “just doing the right thing” for clients. Steve is passionate about the critical importance of embracing a logic-based approach to investment decisions, never allowing undue influence from emotion or media, instead concentrating on long-term results.
