FCSI, MBA, FMA, CIM

Steven started his career in the financial services industry in 1989, employed with one of B.C.’s largest credit unions while working on his undergraduate degree in finance and economics. After receiving his B.B.A., Steven continued with his studies in finance. In 1995, Steven was awarded a Master’s of Business Administration degree after completing his studies and his research on models used to forecast industry stock returns. Since then, Steven has been an advisor on financial issues that we face every day as Canadians. Steven takes a systematic approach to examining and analyzing the issues facing his clients to provide simple, straight-forward solutions. Steven has received the following industry designations as the result of further study in the area of finance: Financial Management Advisor (FMA) Canadian Investment Manager (CIM) Fellow of the Canadian Securities Institute (FCSI) Outside of work, Steven and his wife stay busy raising their three young children. Steven likes to jog and participate in 10km runs around the lower mainland.