Are you earning well but feeling financially strained? You may be falling into traps that drain your finances. Discover how saying "no" can help you keep your hard-earned money.
As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
In addition to the in-depth knowledge that comes from experience, Steve brings to clients extensive education, including a Bachelor of Commerce from Saint Mary’s University and the designation of Certified Financial Planner® (CFP®) professional. Earning that designation required advanced coursework that trained him to help clients with virtually all their financial needs, from financial and retirement planning to cash-flow and long-term care planning.
My Actualis newsletter provides you with interesting information relevant to your financial situation. In it you will find a variety of articles summarizing current industry news and trends, in addition to useful tips to help you define your real needs and better understand the financial solutions available to you.
Latest News
Latest News
Are you earning well but feeling financially strained? You may be falling into traps that drain your finances. Discover how saying "no" can help you keep your hard-earned money.
Many people struggle with retirement planning and often wait for life events to take action. Despite clear steps like recording expenses and saving, few Canadians follow through. A recent survey revealed that couples frequently disagree about their retirement plans.
Navigating severance packages can be daunting, especially in today's unpredictable job market. With the right tax planning strategies, you can maximize your severance pay and retain more of your money.
