Before becoming a personal finance professional, Steve relied on a traditional commission-based advisor. After poor results and receiving no personalized guidance, he was inspired to study formally, and he now holds the CERTIFIED FINANCIAL PLANNER®, a designation held by only 17% of all advisors in Canada. Steve’s mission is to ensure that his clients get advice that is in their best interests.

Steve’s passion for financial education led him to become a public speaker, and he has presented at businesses and associations in Greater Vancouver on a broad range of financial topics. As an expert in his field, Steve has been a resource for multiple media outlets.