- RRSPs
- RRIFs
- Managed Accounts
- Stocks
- Mutual Funds
- Retirement
- Estate Planning & Insurance*
- Fixed Income Securities
- T-Bills & GIC's
- RESP's
- Trust Accounts and Corporate Accounts
*Offered through Canaccord Financial Services
We offer comprehensive advice, we are approachable and provide proactive recommendations and advice.
Steve has been in the investment industry for 18 years and is a seasoned professional in all aspects of investment advice. Steve has been a successful Division Manager and Regional Director at Investors Group before choosing to return to working with clients full time. He is fully qualified to discuss all aspects of financial planning including taxes, estate planning, business succession planning. Steve also holds a Level II insurance license.
Steve plays lead guitar for the band, The Sofa Kings, and has for the last five years played at an annual charity event called Vanstock. Last year the event was held at the Commodore and they raised $50,000 for Juvenile Arthritis. He also enjoys flyfishing and golfing.
Christine has been in the investment industry for 12 years and is well versed in investment and financial planning advice. She also holds a Level II insurance license.
Christine is also a successful artist and has received numerous awards and recognition for her work both in Canada and internationally.
They both live in Chilliwack, BC.