Why choose Steve?
- Independent and focused on YOU
- My background is in engineering. I solved problems, found out how things worked, and came up with practical solutions. I bring the same approach to financial management and take the time to learn about people, their financials and life goals.
- I’ll never stop training and educating myself to serve you and your family in the best possible manner to ensure you receive the best service and solutions.
“I have watched Steve help many families with their financial goals and save them a lot of money and future grief. He is an highly educated Engineer with worldly experience, turned financial advisor. He works full time and fully believes in the mission and vision of this company.”
“Steve takes great pride in building his business and helping families with their finances here in the Maritimes. He also has a lot of passion for environmentally responsible investing.”
“I've known and worked with Steve for many years. He is very intelligent, hard-working, and reliable. A really talented and all-around great guy. Honestly, I'd highly recommend him for anything he chooses do to.”
“Steve was very accommodating with our busy schedules, was able to really listen to our concerns and goals, helped us understand our financial situation and made a few great proposals to stream-line our debt management. He has given us some solutions which enable us to efficiently attack our short-term debts so we can begin supporting our long term goals.”
“I have had the pleasure of working with Steve on several files and it has been an amazing experience. He has helped many families achieve financial freedom and I highly recommend him.”
“Honest and very informative. Steve makes you feel better about where your money goes and keeps things interesting & revealing as to what is needed to understand about how money works.”
“Steve helped us realign our own savings strategies and introduced us to new ones, which helped us put a plan in motion to achieve our needs. We’re feeling confident that this more holistic approach to our finances is the solution, which we were struggling to achieve on our own!”
I can help!