Peter Samoil, Age 56
We had other advisors in the past but none of them seemed to be fully engaged in the process. Steve loves what he's doing, he's committed and it shows. He makes it interesting, he makes it understandable, and you always learn something by the end of the conversation.
We're not only happier with our investments, we don't worry about them. There's a big comfort level when you have someone like Steve as your advisor. The biggest mistake was we didn't get with him sooner. We are very happy with him and his office group and we wouldn't change it for anything.
Tom & Petra, Retired
Dave & Maxine, Retired
My name is Brianna, I am 25 years old, and I am a plant operator in Fort Saskatchewan. I have been going to Steve for longer than I remember, my parents and entire family use him. I started going to him to set myself up for the future. Steve is extremely easy to talk to, welcoming, and explains things in a way that is easy to understand and not overwhelming. He is knowledgeable and patient and is willing to sit down and make sure all of my questions are answered.
Trust is a big thing when it comes to money and I really trust Steve and could not imagine going to anyone else. I am so thankful I chose to work with him, and I am on the road to a successful future at just 25!
Dan & Brenda, Age 55 & Age 54
We have known Steve for close to 12 years, and in that time he has gone over and above our expectations. We learned that not only does he have a vast knowledge of financial planning, he also has great insight into other business-related factors, such as tax guidelines, that can positively impact your plan.
We are 100% confident in Steve's ability to handle our finances and appreciate how well he has done to match a plan to our life situation. As a result, we have been able to enter into our retirement phase 5 years earlier than expected.
Steve stays on top of things and we appreciate all the time he dedicates in all areas of our portfolio. He is a pleasure to work with. We do not ever regret moving our financial portfolio for him to handle... the only regret is not doing it sooner.
Dave & Gail, Retired
Allan Spence, Age 55