Steve has been an independent financial consultant since 1992 and works with his team to assist clients in developing and living their dreams. The team works with individuals, business owners and corporations to take care of their financial needs. Steve also networks closely with other professionals in the areas of Legal, Accounting, Lifestyle Planning, Real Estate and others to assist in the areas outside of his expertise. Since 1994, Steve has taught finance seminars and courses at the University of Windsor and St. Clair College to over 1,000 families in the Windsor and Essex County. He has also held seminars and workshops on Financial Planning, Retirement Planning, Tax Strategies and Portfolio Development with corporations such as Daimler Chrysler Canada, Bell Canada, Windsor Factory Supply and 401 Mack and Hiram Walker's. Steve is happily married to Victoria (for over 25 years) where they currently reside in Emeryville, Ontario (just outside of Windsor). They have four children, Krystal, Mike, Corey and Jordan and 1 grandson. He spends leisure time involved with his family, church volunteers both here and outside of Canada, and enjoys music (he’s a bass player), hockey (goalie), and sitting around a fire in the back yard or relaxing in the hot tub. He and the "team" of Melody and Victoria share responsibilities to meet all of their client's needs.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.