Steven Switzer
Steven Switzer, CIM® Portfolio Manager

As the founder and owner of Switzer Financial Services, I believe integrity and trust are of the utmost importance to maintaining each client relationship. By helping you to better understand market trends, with the retirement and planning tools we’ve developed, I am able to instill confidence in my employers -- you. I am dedicated to assisting all of our clients achieve their financial goals through regular communication and education.

Working in Fort Saskatchewan for the last 12 years has improved who I am as a financial advisor and as a human being. When you come to our office, we do our best to make each client feel at home. Our honest and straightforward approach to each situation leaves our clients feeling relieved and well taken care of. We truly do care about each client because without you we have nothing.

The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

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