(905) 430-8099

Barbara & Frank H.


“We have had Steve as our financial advisor for many years. He is easy going, professional, and makes both of us very comfortable regarding our portfolio. In our opinion, he has done a stellar job for us in our retirement planning in which we are now enjoying the benefits of his sound financial advice. We like to consider Steve as a friend as well as a Certified Financial Planner and we wish him nothing but the best and continued success in what is sometimes a difficult climate.”