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Wealth Advisor,
Associate Advising Representative
Toronto, Ontario


Steve brings over 20 years of investment industry experience. He works closely with many high net worth families and charitable foundations across Canada. By first understanding his clients’ risk appetites, he provides tailored investment management solutions to meet their long-term investment goals. Prior to CC&L Private Capital, Steve worked at industry-leading financial services firms including Goldman Sachs & Co., Merrill Lynch, and Midland Walwyn Capital. 

Steve holds a B.A. and MBA from McGill University, and also the Chartered Investment Manager (CIM) designation. 

He is a member at the Donalda Golf & Country Club, and enjoys golf, cycling and travel with his family.

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